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picassoent-89
Level 1

How do i create a job estimate

job estimate
1 Comment 1
ChristieAnn
QuickBooks Team

How do i create a job estimate

Thank you for visiting the QuickBooks Community, picassoent-89. Let me share an alternative way to ensure you can achieve your goal of recording a job estimate.

 

Creating a job estimate in QuickBooks Self Employed isn't currently available. Meanwhile, you have the option to record the details on the invoice page and make sure to enter the job as the customer's name. Then, save it as a draft and get back to it later on whenever you're ready.

 

Here's how:

 

  1. Select Invoices on the left menu and click Create invoice.
  2. Enter the customer's name as the Job name and fill in the other details necessary field.
  3. Click the drop-down arrow next to Send and select Save as draft.

 

Additionally, if you really need the estimate feature for your business, you might want to switch to QuickBooks Online. Then, click this article to see the steps on how to perform the process: Create and send estimates in QuickBooks Online.

 

Lastly, you may refer to this article for further information on how QBSE is developed to help you manage mileage, record self-employed income, and costs, and create your Schedule C: QuickBooks Self-Employed Overview.

 

Let me know if you have other questions or concerns about an estimate, I'm always here to lend a hand. Thanks for coming by and I wish you have a nice day ahead.

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