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October 11, 2023
Question

How do you print an estimate on QuickBooks you just made?

  • October 11, 2023
  • 1 reply
  • 10 views
No text available

1 reply

QuickBooks Team
October 11, 2023

I've got the steps you need to print the estimates you created, @ghernandezconstr

Printing estimates in QuickBooks Online (QBO) is quick and easy. There are several ways to get a handy copy of your transactions in QBO. We can do this through the Search page, Sales menu, and Estimates window.

 

Since you've already made an estimate, let's go to the Sales menu to print it. Here's how: 

 

  1. Go to Sales and select the Estimates tab. 
  2. Choose the transaction and click the dropdown list under the Action column. 
  3. Then select Print

 

Alternatively, search the estimate using the Magnifying Glass feature. From there, you can print it. You can also do this after creating it by clicking Print or Preview.

 

To personalize the template before printing the transactions, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

In addition, you can convert an estimate into an invoice in QuickBooks Online. It will help you save time because you don’t have to enter the info twice. QuickBooks automatically fills in the invoice from the information on the estimate. 

 

If you have any other queries about printing or managing sales transactions in QBO, please don't hesitate to comment below. Have a nice day! 

BigRedConsulting
Level 15
October 11, 2023

@Erika_K  RE: Go to Sales and select the Estimates tab. 

 

I have no such option. Why not?

 

QuickBooks Team
October 11, 2023

Thank you for bringing this to our attention, @BigRedConsulting.

 

We greatly value the accuracy and reliability of the information here in the Community, and your watchful eye means a lot to us.

 

I'll get in touch with my colleague so she can take the necessary steps to update her response and ensure its accuracy. Your feedback is greatly appreciated.