Create professional estimates

Send customizable estimates with a deposit that customers can pay instantly through a secure online portal.



Limited availability. Features may be more broadly available soon.

Person looking at a phone and snapshot with an estimate.

Lock in estimates faster with instantly payable deposits

Use QuickBooks to create professional estimates

Estimates that win work

Design custom estimates with your logo, discounts, deposit amount, payment terms, and other line items. Then email the estimate so your customer can review, accept and pay the deposit right away through our secure online portal.

Snapshot product window for a successful deposit paid on an estimate.

Realtime tracking of up-front payment

Send estimates with a deposit that customers can instantly pay online. See when they view and pay their deposit to get a clear view of your cash flow, minimizing financial risks at project start.

Use QuickBooks to convert an estimate to an invoice

Convert estimates to invoices

Automatically convert accepted estimates into invoices, saving time and keeping your records accurate. No need to create new invoices or worry about details slipping through.

Plans for every kind of business

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Automate tasks, get paid faster1
Eliminate tedious tasks and personalize client communications with AI-powered automations. Plus, Intuit Assist's automated invoice reminders help you get paid 45% or an average of 5 days faster1
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Get bookkeeping help, FREE for 30 days*
*Connect with Live experts when you need it. They can provide setup help and bookkeeping guidance in QuickBooks, so you can stay organized and run your business with confidence. Free for 30 days. No auto-renew.
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File business taxes with expert help
Save time and effort by seamlessly moving from books to taxes, then prepare your current tax year return with unlimited expert help to get every credit you deserve. Access live tax experts powered by TurboTax. Costs vary by entity type. Subject to eligibility.
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QuickBooks Live Bookkeepers and their years of experience. David, since 2008; Allison, since 2002; Dayna, since 1992; Andrew, since 2015.

QUICKBOOKS LIVE EXPERT ASSISTED

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Feel confident in your business—and your books. Get setup help and guidance with Live Expert Assisted FREE for 30 days.*

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Feel confident from day one

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Frequently asked questions

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