Select the plus sign (+) at the top of the screen and select Estimate from the drop-down menu. On the Estimate page, enter customer details and product/service information. You can also email an estimate to your customer. Watch this quick video to see the steps in creating an estimate in QuickBooks.
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.
Or Speak with an expert 800-264-1859

Lock in estimates faster with instantly payable deposits
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.
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.
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.
Timely deposits help boost family business
With the new Deposits on Estimates feature in QuickBooks, Fuller Glass Company now gets deposits 7 days faster and saves 104 hours a year on admin work.
“Now I just set the deposit to 50% right on the estimate, send it, and customers can click and pay instantly.”
— Amber Jacobs, Office Manager/Bookkeeper, Fuller Glass Co.
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