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1 reply

AddieC
Level 5
July 2, 2020

Hi there, 

 

Using QuickBooks Online is an awesome way to streamline all of your business bookkeeping tasks. With simple-to-use features and a variety of time-saving tools, you'll be able to focus more on what you love. I'd be happy to explain how you can create an estimate in QBO.

 

Here's what you'll do: 

  1. Select + New.
  2. Under Customers, select Estimate.
  3. Select a Customer. Choose a status on the drop-down under the customer's name (optional).
  4. Verify the  Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Product/ServiceDescriptionQtyRateAmountTaxMessage (optional), and Discount (optional).
  6. Select Save and close.

For more information about estimates, such as when to use them, how to convert them into invoices, and how to see the status of your estimate, take a look at this comprehensive guide: Set up and use estimates.

 

That's all there is to it. 

Enjoy your day!