Create estimates and quotes

QuickBooks makes it easy to create professional estimates and quotes.

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Create estimates and quotes

QuickBooks makes it easy to create professional estimates and quotes.

Start my free trial

No credit card required

Create estimates on your phone. Seal the deal on the spot.

Create estimates and quotes
Many small business owners provide a quote or estimate to a prospective customer before starting a job. With QuickBooks, it’s easy to create professional estimates that can include discounts, product SKUs, payment terms, and other line items. Your customer can accept and sign the estimate directly on your phone, and you can instantly email a copy.

Tailor estimates your way
Create personalized, professional estimates that reflect your business and your brand. QuickBooks comes with a fully-customizable estimate template, making it easy to create a new estimate in minutes. Adjust the estimate layout, add your logo, include a personal message, and more. You can even add custom fields for tracking and reporting.

Convert estimates to invoices
Once a new estimate is accepted, QuickBooks will convert the estimate to invoices for you. Some businesses may choose to take a deposit at the beginning of the job and invoice for the remaining amount at the end. Others may choose to invoice incrementally throughout the job. However you choose to invoice, QuickBooks keeps track of everything for you.

Get paid for your hard work

Get paid for your hard work
With QuickBooks, you can include a ‘Pay Now’ button on invoices so that your customer can choose to pay via credit card, debit card, free bank transfer, Apple Pay, or other payment service. QuickBooks processes the payment, tracks the transaction, and transfers the funds to your bank account for you.

Invoice incrementally throughout the job
QuickBooks has a progress invoicing feature that makes it easy divide an estimate into multiple invoices based on project milestones, stages, or the percentage of work complete. When you bill incrementally and accept payments throughout the course of the job, QuickBooks automatically tracks what’s been paid and what is outstanding from the original job estimate.

Stay on top of the job
QuickBooks makes it easy to keep tabs on the status of your estimates so that nothing slips through the cracks. If you have a client that has more than one location, or if you are working on multiple projects for a single client, you can create estimates, send invoices, and view reports separately for each.

Get paid for your hard work

Get paid for your hard work
With QuickBooks, you can include a ‘Pay Now’ button on invoices so that your customer can choose to pay via credit card, debit card, free bank transfer, Apple Pay, or other payment service. QuickBooks processes the payment, tracks the transaction, and transfers the funds to your bank account for you.

Invoice incrementally throughout the job
QuickBooks has a progress invoicing feature that makes it easy divide an estimate into multiple invoices based on project milestones, stages, or the percentage of work complete. When you bill incrementally and accept payments throughout the course of the job, QuickBooks automatically tracks what’s been paid and what is outstanding from the original job estimate.

Stay on top of the job
QuickBooks makes it easy to keep tabs on the status of your estimates so that nothing slips through the cracks. If you have a client that has more than one location, or if you are working on multiple projects for a single client, you can create estimates, send invoices, and view reports separately for each.

More than just estimates. Run your entire business with QuickBooks.

Track business expenses
Snap photos of receipts and tag them to a particular job or project to accurately track your business expenses. With QuickBooks, your data syncs instantly across your phone, tablet, and computer so that your records are always up-to-date.

Sales tax
We’ve done the math for you on thousands of state, city, and county sales tax rates around the United States, making it easy to manage sales tax. When you add sales tax to an invoice, the calculations and tracking are done automatically for you.

Reporting
QuickBooks includes the reports you need to run your business. Quickly access job profitability reports and job cost statements so that you know where you stand on each project. There are over 50 reporting templates in QuickBooks that give you insight into your whole business.

Create Estimates with QuickBooks

Watch this video to see how to create estimates and quotes with QuickBooks.

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