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Create and send quotes

by Intuit•58• Updated about 18 hours ago

Learn how to set up quotes in QuickBooks Online.

Create a quote when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but instead of charging your customer, you’re giving them info about your proposal and what they can expect to pay. Then, when the work is done and you're ready to invoice your customer, you can convert the quote to an invoice so you don't have to enter it twice.

Create and customise a quote

You can customise a quote to display only specific information to your customer.

Create a quote

If you are using the new invoice layout

Select + New or + Create.
Select Quote.
Select Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, select + Add new, enter the customer info, and select Save.
Select the ▼ dropdown in the Product/service field and add the products or services to the quote. Or, to add a new product or service, select + Add new, enter the info for your product or service and select Save and close.
If you saved a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed.
The default status of a new quote is “Pending”. If you need to edit the status, select ⚙ Manage, then select the Pending ▼ dropdown and select a different status.
To customise the quote, select ⚙ Manage. Then select the dropdown ▼ on the section you need to customise to expand the details. Choose what info displays on your form, then turn the switches on or off in each section.
Note: As you make changes, a preview displays on the form.
When you're ready, select Save.
To email the quote to your customer, select Review and send. Then edit the email message, if necessary, and select Send quote.

If you are using the old invoice layout

Select + New or + Create.
Select Quote.
Select a customer from the Customer dropdown Or, to add a new customer, select + Add new, enter the customer info, and select Save.
Make sure all of their info is correct, especially their email address.
Review the Quote date, Expiration date, and any other fields if any.
For each line item on the invoice, select a product or service from the Product/Service dropdown. To add additional line items, select Add lines.
Enter the quantity (Qty) and Rate, if needed.
To customise the info or design of your invoices:
1. Select Customise.
2. Select another template, or follow the steps to create a New style or Edit current.
Select Save and close. If you want to send it, select Save and send, then follow the prompts on the screen.

Update a quote's status

QuickBooks Online automatically updates a quote's status if a customer accepts or declines it directly from their email. You can also manually update the status to keep your records accurate.

Go to All apps , select Customer Hub, then select Quotes (Take me there).
Find the quote.
In the Action column, select the dropdown ▼ and then Update Status.
Select Accepted or another status. Then select Ok.

Convert a quote to an invoice

Quotes are non-posting transactions and do not affect your books until they are converted to an invoice.

Go to All apps , select Customer Hub, then select Quotes (Take me there).
Find the quote.
In the Action column, select the dropdown ▼ and then select Convert to invoice.
Select the option from the How much do you want to invoice? window, then select Create invoice.
Make any necessary edits to the invoice.
If you need to customise any invoice fields, select ⚙ Manage and select the dropdown ▼ on the section you need to customise. Then turn the switches on or off to change what displays on the invoice. As you make changes, a preview displays on the form.
Note: If you're on the old quote layout, select Customise to customise the info or design of your invoices. Then select another template, or follow the steps to create a New style or Edit current.
When you're ready, select Save to save the invoice, or select Review and send to email the invoice to your customer.
Note: If you're on the old quote layout, select Save and send, then follow the next steps to to email the invoice to your customer.

Review and report on quotes

Run reports to see the status of all your proposals and identify which have been converted to invoices.

View list

Go to All apps , select Customer Hub, then select Quotes (Take me there).
Find your quote.
Tip: You can sort by date, no., customer, amount, or status column headers.

Run report

You can also run a report to get more details:

Go to Reports and select Standard reports (Take me there).
Look for and open the Quotes by Customer report.
Select your date range.

This gives you the customer name, the quote number, the status, and invoice number if it's been converted.

Delete or decline a quote

If your customer decides they don't want you to do the work, it's better to change the quote status to Declined rather than delete it. (See Update a quote's status.) This keeps a record of the quote on your accounts for good bookkeeping.

To delete an quote created by mistake

Go to All apps , select Customer Hub, then select Quotes (Take me there).
Find the quote.
In the Action column, select the dropdown ▼ and then select Delete.
Select Delete to confirm.

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