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How do I create and manage estimates in Zoho Books?
Creating and managing estimates in Zoho Books is an important part of running a successful business. Estimating the cost of goods and services accurately helps businesses to plan their budgets, manage their finances, and ensure that they are charging the right amount for their products and services. Knowing how to create and manage estimates in Zoho Books can help businesses to streamline their operations and ensure that they are staying on top of their finances.
Grace Everwood
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36 seconds
Zoho
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Go to [https://www.zoho.com/books/](https://www.zoho.com/books/) and log in to your account.
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Click the “Sales” tab on the left-hand side of the page.
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3
Click the “Estimates” button.
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Click the “Create Estimate” button.
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Enter the customer information in the “Customer” field.
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Enter the estimate details in the “Item Details” field.
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Enter the tax information in the “Tax” field.
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Enter the shipping information in the “Shipping” field.
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Enter the payment terms in the “Payment Terms” field.
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Click the “Save” button.
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