Creating Estimates in QuickBooks Online

• How to create an Estimate in QuickBooks for Mac
• How to create an Estimate in QuickBooks Pro, Premier

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.

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