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Level 1

How do i create an estimate in projects

 
1 Comment
QuickBooks Team

How do i create an estimate in projects

I can help you create estimates for your projects, abible1. 

 

We have two options on how to create estimates for a project. It can either be through the Projects page or selecting the projects name in the Estimates page. 

 

Here's how to create within the Project:

  1. Click the Projects menu. 
  2. Select the project that we'll want to create an estimate from.
  3. At the upper-right, click Add to project
  4. Select Estimate

If we prefer to create directly in the Estimates page, let's make sure that we select the project indicated within a colon, in the Customer field. We can also look into the progress invoicing article for more details on how to split estimates to multiple invoices.

 

Leave a reply if there's anything else that you need help with. Thanks!

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