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EdwardRAnswer
Feb 25, 2019 5:25 PM UTC

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

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13 replies

EmmaM
Feb 25, 2019 11:55 AM UTC

Hi David

 

Which product are you using we can certainly go through this with you

 

Kind regards

 

Emma

 

david heathAuthor
Feb 25, 2019 5:08 PM UTC

I'm using qb self employed on a computer the videos on youtube show a different menu which i don't have 

thank you for helping 

EdwardRAnswer
Feb 25, 2019 5:25 PM UTC

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

Cathy270
Mar 28, 2020 9:49 AM UTC

Hi, I have posted a suggestion to add a quotes feature to quickbooks self-employed. Have a search on the feedback forum under the ‘estimates’ category and vote for the suggestion. With any luck QB SE will add it!

    TroyWoodland
    Apr 29, 2020 5:21 AM UTC

    How can you not have a option to write a quote instead of an invoice! Such a massive flaw in the program. How can you invoice people when you’re not able to send a quote. Makes no sense what so ever. I’ve signed up for 3 months With the self employed program because of the small discount instead of not making the most of a free one month trial. Not happy 

      GlinetteC
      Apr 29, 2020 6:17 AM UTC

      Hi there, TroyWoodland.

       

      I know how important to have a quote in QuickBooks Self-Employed. However, this feature is unavailable for the QBSE version. You'll want to upgrade to QuickBooks Online version wherein you can create a quote for your customers. Creating a quote is pretty easy. Here's how:

       

      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/Service, Description, Qty, Rate, Amount, VAT, Message (optional), and Discount (optional).
      6. Select Save and close.

      You can learn more information about setting up and using estimates/quotes in this article: Set up and use estimates.

       

      Tag me directly if you have any other concerns.

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