Export Invoice Templates in QuickBooks are essential documents that serve as a formal record of sales transactions between a seller and a buyer. These templates provide detailed information about the products or services sold, their quantities, prices, and the total amount due. Creating professional export invoice templates is crucial for maintaining accurate financial records, establishing trust with international clients, and complying with customs regulations.
Key Elements of a Professional Export Invoice Template:
Seller Information

Company Name: Clearly state the name of your business.
Buyer Information
Company Name: Clearly state the name of the buyer’s business.
Invoice Number and Date
Invoice Number: Assign a unique invoice number to each document.
Description of Goods or Services
Item Number: Assign a unique item number to each product or service.
Terms of Payment
Payment Terms: Specify the payment terms, such as net 30 days, or upon receipt of invoice.
Shipping Information
Shipping Method: Specify the shipping method used (e.g., air, sea, or land).
Additional Information
Purchase Order Number: If applicable, include the buyer’s purchase order number.
Total Amount Due
Subtotal: Calculate the total amount before taxes and shipping.
Design Elements for Professional Export Invoice Templates:
Layout: Use a clean and organized layout that is easy to read and understand.
Creating Export Invoice Templates in QuickBooks:
1. Open QuickBooks: Launch QuickBooks and navigate to the “Lists” menu.
2. Select “Item” and “Chart of Accounts”: Create item and chart of accounts records for your products and services.
3. Create a Custom Invoice Template: Go to “Company” and select “Customize Invoice.”
4. Design the Template: Customize the template by adding or removing fields, changing the layout, and applying your company’s branding.
5. Save the Template: Save the template for future use.
By following these guidelines and utilizing QuickBooks’ customization options, you can create professional export invoice templates that effectively represent your business and meet the needs of your international clients.