See what’s new with estimates and invoices in QuickBooks

We're enhancing the QuickBooks invoice and estimate layouts based on your feedback to better meet your business needs. This new design helps you land jobs, keep work moving, and get paid faster. All your previous invoices and estimates will still be accessible, and the update will happen automatically, so there's nothing extra you need to do.

Features currently unavailable in the new experience

The following classic invoice features are currently unavailable in the new experience:

• Adding a new invoice Term
• Add previous attachments
• Billable Mileage Tracking
• Statements (Show ageing table at the bottom of a statement.)
• Enabling Payments
• Construction Industry Scheme (CIS)

What you can do with the new estimates and invoices

Customise estimates and invoices on the spot

Customise and adjust your forms right on the estimates or invoice you are about to send. There's no need to manage templates - all the options are on each form. QuickBooks remembers your choices and applies them to your next estimate or invoice.

Track and manage invoices in one place

To see all your invoices in one place, go to Sales, then Invoices (Take me there). Track their progress, send reminders, record payments, and more.

Get estimates approved faster

Your customers can review and approve your estimate online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage estimates in one place

Go to Sales and select Customers (Take me there). To check the status of all your estimates at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise estimates, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your estimates and invoicing tasks with the QuickBooks mobile app. 

When you create or update an estimate or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send estimates and invoices by text message.

We're enhancing the QuickBooks invoice and estimate layouts based on your feedback to better meet your business needs. This new design helps you land jobs, keep work moving, and get paid faster.

Customise estimates and invoices on the spot

Customise and adjust your forms right on the estimates or invoice you are about to send. There's no need to manage templates - all the options are on each form. QuickBooks remembers your choices and applies them to your next estimate or invoice.

Track and manage invoices in one place

To see all your invoices in one place, go to Get paid and select Invoices. Track their progress, send reminders, record payments, and more.

Get estimates approved faster

Your customers can review and approve your estimate online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage estimates in one place

Go to Customers and goals and select Customers. To check the status of all your estimates at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise estimates, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your estimates and invoicing tasks with the QuickBooks mobile app. 

When you create or update an estimate or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send estimates and invoices by text message.