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collinsconcrete-bobcat
April 8, 2025
Question

How can I send multiple estimates to multiple customers for the same project that we are all bidding on and track it on QBO?

  • April 8, 2025
  • 1 reply
  • 0 views

Currently I am copying the estimate and listing them all under one project name. The only way to distinguish one estimate from another is to make a note at the bottom of it in the statement box which shows up separately when you view the estimates for the project.

1 reply

S
SheandL
April 8, 2025

I’m here to assist you in streamlining the process of sending multiple estimates to your customers, Bobcat.

 

Instead of copying each estimate manually, create a master estimate and use the CC/BCC fields to send it to multiple clients simultaneously. To do so, please follow the steps below:

 

  1. Open your QuickBooks Online account.
  2. On your left navigation panel, select Projects.
  3. Find and open the project.
  4. Click the Add to project dropdown, then select Project Estimate.
  5. Select your customer from the dropdown.
  6. Once done, click the Cc/Bcc button below the email address field.
  7. Add there respective email addresses and separate it with a commas.
  8. Once done, click Save and Save and close.

 

For reference, please see the screenshot below:

 

 

Boost your financial strategy with our QuickBooks Live Expert Assisted team. Our experts specialize in simplifying financial tasks and delivering personalized guidance for your business needs. Click now to enhance your financial journey.

 

Moreover, if you want to learn more about tracking your labor costs and profitability, please see this article for your guidance: Track hourly labor costs and profitability by project in QuickBooks Online.

 

Feel free to reply to this post if you have other concerns or questions about this process, Bobcat.

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