A packing slip serves two purposes. It helps the packager make sure that all
the correct items are included in the customer order, and it gives the customer
a way to make sure the order was fulfilled correctly.
To do this task
If it's not already open, find and open the invoice.
Go to the Customers menu and click Create Invoices.
Click Find near the top of the Create Invoices window.
Fill in any information you know about the invoice and click Find.
If only one invoice matches the information you entered, that invoice immediately appears. If more than one matches, the Find window appears with the matching invoices listed in the table at the bottom of the window.
(If the Find window appears) Click the invoice you want and click Go To.
Print the invoice and use it to pull the ordered items from inventory.
For a number of reasons, including breakage, theft, and entry errors, the actual quantities of items in inventory may not always match the quantities recorded in QuickBooks. So it's a good idea to use the invoice to pull the items from inventory before printing a packing slip. If you're short on any item, change the quantity on the invoice in QuickBooks first so the packing slip created from the invoice will be accurate. You should also make an inventory adjustment to make the quantity in QuickBooks match the actual quantity on hand.
After pulling the inventory items, open the invoice in QuickBooks again.
Click the Print drop-down arrow and click Print Packing Slip.
Note: If you get a problem message, you need to set a default packing slip template in preferences.
Only the QuickBooks Administrator can do this.
Go to the Edit menu and click Preferences.
Click Sales & Customers and click the Company Preferences tab.
In the Miscellaneous section, click the Choose template for invoice packing slip drop-down arrow and click the Intuit Packing Slip template or another packing slip template you've created or customized.
(Optional) Change the print settings as needed. More...
Click the Printer name drop-down
arrow and then click the name of the printer you want to use.
What is the Intuit Internal
Make any other changes and then click OK.
This option indicates the type of printer you have. In most cases,
QuickBooks selects the correct printer type for you, either page-oriented or
If you have a high-resolution, dot matrix printer,
QuickBooks may mistakenly select page-oriented as
the printer type. You need to change this setting.
Click the Printer type drop-down
arrow and then click Continuous.
You can change the properties of your particular type of printer.
Most people don't need to make these changes.
Make changes to any of the following options:
Orientation (to portrait or landscape).
Paper source (which tray the paper comes from, or change to manual feed).
Graphics and printer features.
When you're finished making changes, click OK.
In the Printer Setup window, click OK again to
save your changes.
QuickBooks customizes how a business form prints based on the type of paper you are printing on.
QuickBooks prints the forms without the form name (such as Invoice) and
without the lines around the fields. QuickBooks assumes that the lines and name
are already preprinted on the forms.
Refer to your Intuit Checks, Forms & Supplies Catalog for forms that you
can purchase from Intuit.
QuickBooks prints the onscreen title of the form in large letters at the top
of the paper (or in the customized font that you have set for the form). Use
this option for forms that you customized with the Layout Designer or for
To allow space for your letterhead, QuickBooks makes the form shorter and
starts printing the form two inches from the top of the paper.
Ordering supplies from
Do not print lines around each field
You can print or not print the lines around the fields and columns on a
business form. The choice you make depends on the type of paper you use when
you print the form.
Blank paper and you want the lines to appear.
Letterhead paper and you want the lines to appear.
A preprinted business form (because the lines are already printed on the
Number of copies*
Enter the number of copies you want to print of each page of the form you
If you are printing voucher checks or paychecks, the Number of
copies field appears only if you have a
page-oriented printer. If you have a
continuous-feed printer, you
can print additional copies by using multiple-part check stock.
Click this button to see what your current document will look like when you
print it. This can save you a lot of paper!
If you don't have a document open, you'll see a sample of the form
that is shown in the Form Name field at the top of the window.
Click this button to align forms.
If you chose Print Packing Slips from the Print menu, the title of this
window will be Print Packing Slips. The packing slip printed uses the contents
of the invoice you created.
* Indicates the option does not appear
when you open this window by choosing Printer Setup from the File menu. The
option does appear in the Print One Invoice or Print Invoices
Printer setup versus form-specific
Customize your packing slip for invoices