Estimates in QuickBooks Online serves the same purpose as a pro forma invoice, Mohamed-Salim.
Follow these simple steps to create and print an estimate:
- Click + New button in the upper-left corner.
- Select Estimate and enter the necessary details.
- Press the drop-down arrow next to the Save and close button.
- Choose Save and click Print or download.
- Click Print.
Are you looking for ways to take your QuickBooks experience to the next level? I'm excited to share that you can connect with our QuickBooks Live Expert Assisted team. They are here to help you manage your transactions and ensure the data integrity of your account. Let us support you on your journey to financial success.
Afterward, the estimate can be converted into an invoice, allowing you to effortlessly record the corresponding payment.
Feel free to reach out if you need anything else.