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Create an estimate

Watch a 4-minute tutorial about creating estimates

To do this task

  1. Make sure the estimates feature is turned on.

  2. Go to the Customers menu and click Create Estimates. Shortcut

  3. Enter the line items.

    Tips for jobs invoiced in stages

    If you usually invoice for phases of a job, and you plan to turn your estimate into a series of progress invoices, divide the estimate into sections. Make each section correspond to one phase. Enter a subtotal item after items for each phase.

    When you turn the estimate into a progress invoice for one phase, it will be easy to invoice 100% (or another percentage) of the items for that phase alone.

  4. (Optional) If your customer uses a currency different than your home currency, you can manually adjust the exchange rate if necessary.

    QuickBooks uses the most recent exchange rate from the Currency list for foreign transactions.

    Exchange rates can't be changed for home currency transactions. The exchange rate field on home currency names and accounts is disabled and always uses a value of 1.0.

  5. (If necessary) Change any sales tax information.

    You can change the sales tax rate for a specific sale at the time you make the sale (or create an estimate, credit memo, etc.). You also can change the taxable status of the customer, or a particular item, just for that sale.

    For example, a customer who is normally taxable may be buying items for a non-profit organization. Sales to non-profits are not taxed, regardless of the taxable status of the items you're selling or the taxable status of the customer. In this case, you could change the customer's sales tax code for this particular sale.

    Note: Any changes you make for a specific sale affect only that sale.

    For a specific sale, I need to change:

    • An item's sales tax code (column)

      In the Tax column on the right of the sales form, click the drop-down list for each item that you want to change and choose the sales tax code you want to use. If you need to add a new sales tax code, select .

      To permanently change the sales tax code associated with a particular item that you sell, you must edit the item record.

    • The customer's sales tax code

      In the Tax drop-down list at the bottom of the sales form, choose the sales tax item you want to apply to this sale. If you have a new sales tax item and rate that you want to use, select to add a new sales tax item.

      To permanently change the sales tax rate associated with a specific customer, for example if you sell to a customer in her home, and she moves to a county with a different sales tax rate, edit the customer record.

      To permanently change the sales tax rate associated with a particular sales tax item, for example, if there was an increase in the sales tax rate for your county, you must create a new sales tax item.

    • The vendor's sales tax code

      In the Customer Tax Code field at the bottom of the sales form, click the drop-down list and choose the sales tax code you want to use for this customer. If you need to add a new sales tax code, select .

      To permanently change the sales tax code associated with a specific customer, you must edit the customer record.

  6. (If you use class tracking) If you want to track this estimate by location, subsidiary, group, and so on, enter the class information.

  7. If you want to print the estimate, click the Print button.

  8. Save the estimate.

See also

KB ID# H_EST_CREATE
9/30/2014 4:49:00 AM
PPRDQSSWS403 9102 Pro 2013 ffccfa