Watch a 4-minute tutorial about creating estimates
To do this task
Make sure the estimates
feature is turned on.
Go to the Customers menu and click Create Estimates.
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
(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
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.
(If necessary) Change any sales tax information.
(If you use class tracking) If you want to track this estimate by location, subsidiary, group, and so on, enter the class information.
If you want to print the estimate, click the Print button.
Save the estimate.
more than one estimate for a job
an invoice from the estimate
your estimate forms
and change an estimate
an estimate for future use
Summary, recent transactions, and notes