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January 13, 2024
Question

Hi, is there anyway I can create a quote on this app? I can only see the option for a estimate

  • January 13, 2024
  • 1 reply
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1 reply

JoesemM
January 13, 2024

Good to see you here in the Community, @reecebashford. Let me share insights about quotes and estimates in QBO.

 

In QuickBooks Online (QBO), the other term for quote is estimates. They are both similar in that they involve providing your customer with a projected cost for the work or services you plan to provide. This helps to set expectations and can be converted into an invoice once the work is completed.

 

To create estimates using a mobile app, follow the steps below:

 

  1. Click the Shortcut menu and select Estimates.
  2. Tap the +Add button and enter the necessary details.
  3. Hit Save.

 

I'm also adding a video tutorial that guides you in creating a quote using a mobile app: How to record estimates in the QuickBooks Online mobile app. To create quotes using a web browser and convert them to an invoice, see this link: Create and send estimates in QuickBooks Online.

 

I'll be sharing these resources to help you learn about the new features we've added to sales transactions and how to personalize your sales forms in QBO: 

 

 

If you have any other concerns about creating estimates or any other queries in QBO, please let me know. I'll gladly help. Take care!