Teach Yourself VISUALLY QuickBooks 2015

Chapter 9

Working with Estimates

Many businesses need to produce a description of proposed work or products before customers make a purchase. In QuickBooks, you can create estimates to handle these proposals. If the customer approves the estimate, you can convert it to an invoice when appropriate, or you can prepare invoices as a job progresses.

Create a Job Estimate

Convert an Estimate to an Invoice

Duplicate an Estimate

Create a Progress Invoice

Create a Job Estimate

If your business requires that you produce a description of proposed work or products before you sell them, you can create estimates. Estimates do not actually update the account ...