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Level 1

how do i do a quote

 
Solved
Best answer February 25, 2019

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QuickBooks Team

how do i do a quote

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

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9 REPLIES 9
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QuickBooks Team

how do i do a quote

Hi David

 

Which product are you using we can certainly go through this with you

 

Kind regards

 

Emma

 

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Level 1

how do i do a quote

I'm using qb self employed on a computer the videos on youtube show a different menu which i don't have 

thank you for helping 

Highlighted
QuickBooks Team

how do i do a quote

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

View solution in original post

Highlighted
Level 1

how do i do a quote

How do you propose i create a quote for my customers.

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QuickBooks Team

how do i do a quote

Hello there, geoffcollins.

 

QuickBooks Online has a feature where you can create a quote/estimate. This is used when you'll give you customers a quote, bid or proposal.

 

To set up estimates in QuickBooks Online, kindly see this article: Set Up and Use Estimates and Quotes.

 

The Community team is always glad to help you if you have other concerns. Just leave a comment below.

 

 

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Level 1

how do i do a quote

This needs to be sorted quickly, I really don't want another app just to makeup quotes.
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Level 1

how do i do a quote

Hi, I have posted a suggestion to add a quotes feature to quickbooks self-employed. Have a search on the feedback forum under the ‘estimates’ category and vote for the suggestion. With any luck QB SE will add it!

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Level 1

how do i do a quote

How can you not have a option to write a quote instead of an invoice! Such a massive flaw in the program. How can you invoice people when you’re not able to send a quote. Makes no sense what so ever. I’ve signed up for 3 months With the self employed program because of the small discount instead of not making the most of a free one month trial. Not happy 

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Moderator

how do i do a quote

Hi there, TroyWoodland.

 

I know how important to have a quote in QuickBooks Self-Employed. However, this feature is unavailable for the QBSE version. You'll want to upgrade to QuickBooks Online version wherein you can create a quote for your customers. Creating a quote is pretty easy. Here's how:

 

  1. Select + New.
  2. Under Customers, select Estimate.
  3. Select a Customer. Choose a status on the drop-down under the customer's name (optional).
  4. Verify the  Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Product/ServiceDescriptionQtyRateAmountVATMessage (optional), and Discount (optional).
  6. Select Save and close.

You can learn more information about setting up and using estimates/quotes in this article: Set up and use estimates.

 

Tag me directly if you have any other concerns.