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March 4, 2024
Question

How do you create an estimate from your computer online?

  • March 4, 2024
  • 1 reply
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1 reply

March 4, 2024

I'll walk you through the process of creating an estimate in QuickBooks Online (QBO), Toby.

 

To start making an estimate, click the + New option. Then proceed to the following steps below:

 

  1. Select Estimate under CUSTOMERS.
  2. Choose a customer.
  3. Enter the Product/Service and its amount.
  4. Fill in other necessary details.
  5. Tap Save and send.

 

For further details on managing estimates within the program, visit this article: Create and send estimates in QuickBooks Online.

 

Check out this article if you want to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Providing appropriate information is our utmost priority. Should you need assistance with other sales-related activities, kindly hit the Reply button below. I'm available 24/7.