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June 23, 2023
Question

Please how do I send a quote to a client

  • June 23, 2023
  • 1 reply
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1 reply

June 23, 2023

Hi there tobayoeventsande,

 

It's important that all your transactions have the correct information so that your books can be well-balanced. QuickBooks Online is a great tool able to help you create and send invoices and estimates to your customers so they know the products you offer. I can provide some information about creating estimates.

 

In order to create an estimate, click on the +New button, then Estimate. Choose the customer you'd like, and enter their email. Add the details of the estimate, then at the bottom, click the Save and Send option.

 

If you have any other questions, feel free to reach out here.