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Level 1

How can I create a quote or an estimate?

2 Comments 2
Fiat Lux - ASIA
Level 15

How can I create a quote or an estimate?

It is only available in QB Online and QB Desktop. 




You may utilize a 3rd party app (e.g field service app) to create it. Unfortunately you have to create the invoice manually in QBSE later.

QuickBooks Team

How can I create a quote or an estimate?

Thanks for visiting the Community, dnrdrywallsoluti.


In addition to @Fiat Lux - ASIA answer, QuickBooks Self-Employed uses a single entry accounting and is designed to track business income and expenses. This is why the Estimate feature is unavailable in the program.

You can consider subscribing to QBO to perform other accounting processes. To learn more about how it works, we have a sample drive that allows you to play around without affecting your real account. Here’s an article to access it: Test-Drives and Trial Links – Find the Software that Fits Your Business.

If you decide to switch over to QBO, check out this link to subscribe and view each version: Choose the plan that's right for your business.

For future reference, let me share this article to help import your data: Switch from QuickBooks Self-Employed to QuickBooks Online.

Keep in touch if you have questions about the product. I’m always here to answer them for you. Enjoy the rest of the day.

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