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May 11, 2019
Question

Turning on estimates

  • May 11, 2019
  • 1 reply
  • 0 views

Attempting to create a quote in Quickbooks (trail version).

 

The option to create a quote is not shown under the global menu?

    1 reply

    JessT
    Moderator
    May 12, 2019

    Hi Happygirl!

     

    You will see the Quote menu under Customers when you click the Create (Plus) menu in the upper-right hand corner. I made a screenshot for your reference.

     

     

    QuickBooks lets you convert a quote to an invoice or purchase order, and you can do progress invoicing with quotes. Please check these articles for your reference:

    Feel free to post back when you have other questions.