creating an estimate

Thank you for posting in the Community. I'm here to help you create and manage estimates in QuickBooks Online.

You can create and send out estimates in two ways. I'll show you how:

By going to the Sales menu:

1. Log in to your QBO company.
2. Click on the Sales menu.
3. Go to the Estimates tab and click on Create estimate.
4. Fill out all the necessary information.
5. Once done, select Save and send or Save.

By going to the +New menu:

1. Log in to your QBO company.
2. Click on the +New button.
3. Under customers, select Estimate.
4. Fill out all the necessary information.
5. Once done, select Save and send or Save.

Here's a detailed guide you can read to learn more about handling estimates. This also includes steps using the new QBO version: Create and send estimates in QuickBooks Online.

I'm also adding this article about handling sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let us know if you need extra assistance with this or QuickBooks. The Community is ready to back you up 24/7. Have a great day ahead and keep safe!