Skip to main content

1 reply

October 13, 2020

Thank you for posting here in the Community, @sales-sterimisth.


Allow me to share some information about the estimate in QuickBooks.


If estimates are required, I suggest upgrading your plan to the QuickBooks Online version. It has the ability to create this type of event and can be easily converted to an invoice once confirmed.


I can see the benefit of this feature for you. The Community recognizes feedback and suggestions from customers like you, which can help us improve our product and services to our customers' delight.


In case you want to upgrade, you can visit this site to view the available plans and their pricing. Our product website offers a discount for new users and provides a full feature comparison. This way, you can easily choose which one suits your business needs.


Then use this reference to set up and use an estimate in the program. Let me break down the steps for you:

 

  1. Select the + New button.
  2. Under Customers, click Estimate.
  3. Select a customer.
  4. Verify the Date, then enter the Expiration Date (optional).
  5. Enter the Product/Service, Description, Amount and etc.
  6. Press Save and close.


Stay in touch whenever you have additional questions about QuickBooks. I’m here to answer them for you. Have a great day.