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Level 2

Multiple Estimates

I want to build an estimate with many items and send it to multiple customers without having build the same estimate for each customer. Is this possible?

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Best answer 03-06-2020

Best Answers
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Moderator

Multiple Estimates

Hello there, Fiber_Guy. Yes, it's possible in QuickBooks Desktop!

 

When you create an estimate with the multiple items, you can create a copy of this transaction after you saved it. By doing this, no need for you to add the items again when you create an estimate for the other customers.

 

Go to Customers from the main menu and select Create Estimates. Add the items in the Item column, amount and other necessary information and then, save it.  Afterwards, click the Create a Copy option above.

estimate.PNG

 

As we can see now, the estimate # will also change. It's a new transaction where you can record these items for different customers. Then, save it again.

estimateee.PNG
 

Please let me know if you have other questions about recording transactions in QuickBooks Desktop (QBDT). I'm always here to back you up in case you need one. Thanks!

View solution in original post

3 Comments
Highlighted
Moderator

Multiple Estimates

Hello there, Fiber_Guy. Yes, it's possible in QuickBooks Desktop!

 

When you create an estimate with the multiple items, you can create a copy of this transaction after you saved it. By doing this, no need for you to add the items again when you create an estimate for the other customers.

 

Go to Customers from the main menu and select Create Estimates. Add the items in the Item column, amount and other necessary information and then, save it.  Afterwards, click the Create a Copy option above.

estimate.PNG

 

As we can see now, the estimate # will also change. It's a new transaction where you can record these items for different customers. Then, save it again.

estimateee.PNG
 

Please let me know if you have other questions about recording transactions in QuickBooks Desktop (QBDT). I'm always here to back you up in case you need one. Thanks!

View solution in original post

Highlighted
Level 2

Multiple Estimates

There is a step missing in the process. A new job needs to be created in association with a customer (or create a customer and a job) that the new, saved estimate can be assigned to, or save to.

Highlighted
QuickBooks Team

Multiple Estimates

Yes, you're right, @Fiber_Guy.

 

When creating an estimate or multiple estimates, we need to create a new job and associate it with the customer. Let me walk you through the complete process. Here's how:
 

  1. Click the Customers menu and select Create Estimates.
  2. On the Customer: Job drop-down, click Add New.
  3. Fill in the necessary information and click OK.
  4. Enter the Date and Estimate #.
  5. In the detail area, select the item(s) you propose to do or include as a sale.
  6. Click Save & Close.

 

You can also utilize the Estimate by Job report to identify which job is profitable and which is not. It will help you create better estimates, analyze how well each job is progressing financially.

To access various job reports:

 

  1. Go to the Reports menu.
  2. Select Jobs, Time, & Mileage.
  3. Click Estimates by Job.

 

If there's anything else I can do for you, please let me know. I'll be around to help you.

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