Learn how to set up quotes in QuickBooks Online.
Create a quote when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but instead of charging your customer, you’re giving them info about your proposal and what they can expect to pay. Then, when the work is done and you're ready to invoice your customer, you can convert the quote to an invoice so you don't have to enter it twice.
|Your quotes or invoices will look different depending on whether you have the old or new quote and invoice experience. Find out which experience you have.
Now that you understand which version of quotes and invoices you have, here’s how to create a new quote and convert it to an invoice.
Here's how to create a brand-new quote, convert it, or attach it to an existing invoice.
|Have any other questions for our team?
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