Creating Estimates in QuickBooks

• How to create an Estimate in QuickBooks for Mac
• How to create an Estimate in QuickBooks Online

How to create an estimate in QuickBooks Windows
(Pro, Premier, Enterprise)

Before creating your estimate in QuickBooks you will need to setup items for the products or services you offer. You can create all the items that your company uses first, or opt to create each in the Estimate window as the need arise.

Step 1. Go to the Customer menu at top menu bar, and click Create Estimates.

Step 2. Select the customer at Customer:Job drop down menu, and complete form with the date, item, description, quantity, rate, etc.

Step 3. Click Save or Save and Close.

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Banking

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