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O
ouelletteconstru
July 17, 2021
Solved

How to print estimate?

  • July 17, 2021
  • 3 replies
  • 0 views
Email works fine. But would like to print out estimate for review prior to sending.
Best answer by Adrian_A

Good day, ouelletteconstru.

 

I've got the steps on how you can print estimates. Let me guide you with these process:

 

  1. From the Sales tab, select Customers.
  2. Go to the All Sales tab.
  3. Locate the estimate.
  4. Under ACTION, click the Create invoice drop-down.
  5. Select Print.
  6. Click the Print icon.

 

 

When you're ready to create an invoice out of the estimate, you can check this guide: Convert an estimate to an invoice.

 

There you have it, ouelletteconstru. Don't hesitate to mention my name if you need help in creating an invoice. I'll be around to help you.

3 replies

Adrian_A
Adrian_AAnswer
July 17, 2021

Good day, ouelletteconstru.

 

I've got the steps on how you can print estimates. Let me guide you with these process:

 

  1. From the Sales tab, select Customers.
  2. Go to the All Sales tab.
  3. Locate the estimate.
  4. Under ACTION, click the Create invoice drop-down.
  5. Select Print.
  6. Click the Print icon.

 

 

When you're ready to create an invoice out of the estimate, you can check this guide: Convert an estimate to an invoice.

 

There you have it, ouelletteconstru. Don't hesitate to mention my name if you need help in creating an invoice. I'll be around to help you.

    O
    ouelletteconstruAuthor
    July 17, 2021

    Thank you Adrian.

     

    I also see it sends to PDF file.  Got it on paper now.

    A
    alrice11
    October 16, 2021

    My dashboard looks nothing like that, i dont have any of those tabs and it wont let my print or email, can anyone help me out

    J
    jamespaul
    October 16, 2021

    Hello, alrice11, 

     

    I'd like to help you out but I need more details from you. 

     

    Are you using QuickBooks Online? If so, can you give more details about the page you're on and if possible, a screenshot? I'll be able to come up with a way to help you print or email your estimates. 

     

    However, are you using QuickBooks Desktop? More details would definitely help. 

     

    Looking forward to your reply. 

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