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September 8, 2024
Question

Does anyon e know how to do a quote for clients on Intuit.com?Thanks so much for your help Will

  • September 8, 2024
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1 reply

September 8, 2024

Hello. gatorheadllc. I'm here to provide information about creating a quote for clients in QuickBooks Online Self-Employed (QBSE). 
 

Currently, the option to create an estimate or quote for clients in QBSE is unavailable. You can only create an invoice to track sales transactions. Moreover, the feature is accessible in other QuickBooks version, such as QuickBooks Online (QBO) and QuickBooks Desktop (QBDT).
 

Additionally, feel free to browse these articles to learn more about managing sales forms in QBO and QBDT:

 

Should you have further questions about creating quotes or or any other concerns inside QuickBooks, please know that we're always here to help. Have a good one.