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magalipens-gmail
Level 1

How do you do quote on quickbook self employed

 
5 Comments 5
JonpriL
Moderator

How do you do quote on quickbook self employed

Hello @magalipens-gmail,

 

As of the moment, there isn't an integrated way to create a quote with QuickBooks Self-Employed.

 

With this, consider letting your clients know about the service you provide. If they agree, use this article for the steps in creating them an invoice: Create invoices in QuickBooks Self-Employed.

 

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Self-Employed.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

Fiat Lux - ASIA
Level 15

How do you do quote on quickbook self employed

@magalipens-gmail 

The feature is not available in QBSE. Consider switching to QBO.

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

As another option, utilize an additional app to send the estimate.

Chyn13
Level 1

How do you do quote on quickbook self employed

Can you link quickbooks self employed to quickbooks online as this one does quotes

 

Fiat Lux - ASIA
Level 15

How do you do quote on quickbook self employed

@Chyn13 

QBSE is a stand alone product.

JenoP
Moderator

How do you do quote on quickbook self employed

I'd be glad to join the conversation and share details to answer your question about connecting QuickBooks products, Chyn13.

 

The Self-Employed version is specifically created to help you track your business income and expenses, calculate your estimated taxes, and put your expenses in the correct Schedule C categories. You can read more details about this here: QuickBooks Self-Employed Overview.

 

At the moment, we're unable to sync QBSE with any other QuickBooks products since they are designed to work independently from each other. 

 

You'll want to switch to QBO if you need to create and send estimates to your customers. Here's an article as guide if you decide to go that way: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Feel free to check out these articles if you need more help when doing these tasks in QBSE:

 

 

Please know that the Community is always open all the time if you need anything. I'd jump right back and help you again. 

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