Yes, you can make a quotation for your customers. I'll guide you on how to create one, Karus.
With QuickBooks Online (QBO), you can create an estimate to give your customer a quote, bid, or proposal and confirm your customer's orders. To create one, follow the procedures below:
- Click + New, then select Estimate.
- Choose Add customer. Then select a customer from the dropdown. Or, to add a new customer, select + Add new, enter the customer info, and select Save.
- Select the dropdown in the Product/service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service, and select Save.
- If you saved a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed.
- The default status of a new estimate is Pending. If you need to edit the status, select the Pending dropdown and choose a different status.
- To customise the estimate, select Manage and select the dropdown on the section you need to customise. Then, choose what info displays on your form by turning the switches on or off in each section. As you make changes, a preview displays on the form.
- Click Save.
- To email the estimate to your customer, select Review and send. Then edit the email message, if necessary, and select Send estimate.
For further details, if you want to update the estimate status or even convert it to an invoice, check out this article for your guide: Create and Send Estimates in QuickBooks Online.
Furthermore, once you convert an estimate to an invoice and at the same time make a payment, you can learn how to record bank deposits or deposit payments from different sources. I've got this great resource for your reference: Record and Make Bank Deposits in QuickBooks Online.
Let us know if you have further questions when making a quotation. The Community is always right here to assist you. Have a great day ahead!
