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Level 1

How to create a proforma?

3 Comments 3
Level 11

How to create a proforma?

Proforma is a non-posting type form to the QuickBooks register. In QBO, they don't have a separate Proforma form template. You can use "Estimate" form template in QBO. Just create a new Estimate form and change the Form name to "Proforma Invoice" or form name as you want it.

To do this task: Gear at the upper corner > Your Company > Custom Form Styles > New Style > ESTIMATE > Select "Content" tab > Click "Pencil" icon at the top right panel > Under Form, change Estimate to new form name you want > Save and Exit.

Level 3

How to create a proforma?

Does this mean that we can use EITHER Estimate OR Proforma but not both ?  My other accounting package would automatically convert an estimate to a proforma invoice the second time emailing/printing.

If I understand correctly,in QB Online,  I would send my customer a quote, and if they requested a proforma invoice I woiuld have to go into forms and change the template for estimate to read "Proforma Invoice", send that to the client and then go back and change the tempate back to "Estimate" for future use.



How to create a proforma?

Hi, NicoleZimbo.


Yes, you can use either Estimate or Proforma in QuickBooks Online. Based on the situation and requirement, sales quota can be emailed with the help of dedicated documents that were directly generated.


By default, QuickBooks categories bids under one place called Estimates. This can be emailed directly from the user’s QuickBooks account. The documents can later be converted into invoices after the transaction is completed.


You can always label the Estimates as Pro Forma Invoice or any other documents name according to your needs through the Custom Form Styles.



To learn more about customizing sales forms in QuickBooks, you can refer to this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.


Let me know if you have any other questions, I'd be happy to provide additional assistance. You have a wonderful day!

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