how do i do a quote

Hi David

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

Kind regards

Emma

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 

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

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.

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!

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 

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/Service, Description, Qty, Rate, Amount, VAT, Message (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.

thats an estimaye - not a quote - different things?!

Kev

Hi Kev, an estimate is a non-posting transaction and is the equivalent of a quote in QuickBooks Online - if you're needing this to appear specifically as 'Quote' to the client, you can edit the details on the default estimate form by selecting the Cog > Custom form styles > New style > Estimate > Content > Form > See 'form names' field.

what a waste of money bought into the subscription cant even make a quote pointless the main bit that you need for any business

3 years later and still no "change with enhancements"....what's going on with this?