How to Create Estimate in QuickBooks, do I need to upgrade the QuickBooks Version?
Do I need to upgrade to QuickBooks online simple from QuickBooks Self-Employed in order to create Estimates?
Hello Noah,
You don’t need to upgrade to QuickBooks online. An estimate, also known as a quote or a bid
Use of estimates in QuickBooks Online:
- Assist potential clients to decide whether or not to hire you
- Written approval to start the job
- Expedite customer billing
- Run reports to analyze estimated versus actual costs
How to Create Estimates in QuickBooks Online?
The five steps on how to create estimates in QuickBooks Online are:
1. Navigate to Create Estimates
Navigate to estimates from the Home page by selecting Estimate below the Customers column, as indicated below:
2. Create Estimate
Once the estimate form displays, you will select an existing customer from the drop-down menu or create a profile for new customers. You must complete a total of nine fields, which include estimate date and details about the product/service as indicated below:
- Customer Name
- Customer email address
- Billing address
- Estimate date
- Product/Service
- Description
- Qty
- Rate
- Amount
3. Preview Estimate
Once you have completed all of the necessary fields, you can do a print preview to see what the estimate will look like.
4. Send Estimate to Customer from QuickBooks Online
- Save and Send Estimate via Email.
- Review Email Before Sending.
- Save to Send Email.
5. Copy Estimate Info to Invoice
If you’re seeking immediate assistance, you can Call Our QuickBooks Customer Help Desk Number at +1+855-875-1223.
