Thanks for getting back to me, sevans.

I appreciate the screenshot you've provided. Let me help you get this straightened out.

I've updated the steps above. You can click Continue after choosing Bank. Regarding the names, it doesn't matter on how you name the customer or vendor as long as you know who to pay and who to bill.

You may find this article helpful: https://quickbooks.intuit.com/community/Income-and-expenses/Create-an-invoice-in-QuickBooks-Desktop/....

For additional help with QuickBooks, feel free to reach out to our Customer Care Team. You can get our most-up-to-date number here:

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose your QuickBooks Product.
3. Select your QuickBooks version.
4. On the Contact Us page, click a topic.
5. Click on the Get Phone Number button to see the support number.

I'm still here if you have additional questions. Have a good one.