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cillia-happybunc
Level 1

How do i create quote from template i have saved?

 
1 Comment 1
RenjolynC
QuickBooks Team

How do i create quote from template i have saved?

Thanks for taking the time to post here, cillia-happybunc.

 

I have the steps to help you create the quote. 

 

Here's how:

 

  1. Go to + New > Estimate.
  2. Select the customer's name from the Customer drop-down menu.
  3. Set the Estimate date and Expiration date.
  4. Add the product details, and click the Customise link located at the bottom.
  5. Select the template you created and click Save or Save and send.

Here's a sample screenshot for a visual guide:

 

 

When it's time to convert the quote, just click on the Create Invoice button.

 

You can also read this article for more information: Set up and use estimates.

 

Please feel free to visit here again, if there's anything else you need help with QuickBooks Online. Take care and stay safe.