how to create estimates in quickbooks
Creating estimates in QuickBooks is an important part of managing a business. Estimates provide customers with an idea of the cost of a project before it is completed, and they also help business owners track their expenses and plan for future projects. Knowing how to create estimates in QuickBooks can help business owners save time and money, as well as ensure accuracy in their financial records.
Grace Everwood
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11 steps
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22 seconds
QuickBooks
1
Go to [https://quickbooks.intuit.com/](https://quickbooks.intuit.com/)
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Click the “Customers” menu at the top of the page.
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Select “Create Estimates” from the drop-down menu.
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Enter the customer’s name in the “Customer:Job” field.
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Enter the date of the estimate in the “Date” field.
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Enter the terms of the estimate in the “Terms” field.
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Enter the items or services you are estimating in the “Item/Service” column.
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Enter the quantity of each item or service in the “Qty” column.
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Enter the rate for each item or service in the “Rate” column.
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Enter any additional information in the “Description” column.
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Click the “Save & Close” button to save the estimate.