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April 27, 2021
Question

Can I prepare a quotation on QuickBooks ?

  • April 27, 2021
  • 1 reply
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1 reply

DivinaMercy_N
April 27, 2021

Yes, you can, @greenwaystradeli.

 

To create a quotation in QuickBooks Online, below are the steps you can perform:

  1. Click the +New button.
  2. Choose Estimates.
  3. Enter the needed details.
  4. Click Save and close when done.

 

For more info, please visit this article: Create and send estimates in QuickBooks Online

 

You can also modify your sales forms templates to make them more personalised. To learn more, check out this link: Customise invoices, estimates, and sales receipts in QuickBooks Online. 

 

Feel free to get back to me here if you need further assistance preparing a quotation in QBO. I'll be around to help. Keep safe.