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Create and send quotes in QuickBooks Online
by Intuit• Updated 6 days ago
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.
Have any other questions for our team? If any of your questions were left unanswered, we'd love to hear them! Pop over to our QuickBooks Community's discussion on invoicing where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process. |
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