Step by Step Guide to Using QuickBooks


Creating Estimates in QuickBooks Online

How to create an estimate in QuickBooks Online

Step 1. Go to the Customers menu at left menu bar, then scroll to the customer you are preparing the Estimate for. (If your customer was not yet setup, click on New Customer at top right of Invoice screen to setup your customer.

Step 2. Click on the drop-down to the right of the customer, and select Create Estimate.

Step 3. Complete Estimate form with the date, product/service, description, quantity, rate, etc.

Step 4. Click Save or Save and send to email Estimate.

*You can also access the Estimate form from the top menu bar at the + sign.




We will not share your email address with anyone. Guaranteed!


1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management