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Create estimates and quotes
Learn how to set up estimates and send quotes in QuickBooks Online. Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but has a different purpose - it helps you start discussing details with your customer.
1. Create an estimate and send a quote
- In the left hand menu, select the + New tab.
- Then select Estimate from the options.
- Select Customer or add a new one.
- Check the Email and Billing address are correct.
- Select the Estimate date and the Expiration date.
- Input the Product/Service you plan to sell, and any other information you wish including the Amount.
- Select Save and send. Then select Save and close.
Note: After sending an estimate you can convert it to an invoice so you can bill your customer. Show me how this works.
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