Great news, @Leo11_2! You can write a proposal in QuickBooks Online by creating an estimate. Let me show you how. Go to the Plus icon.Under Costumers, select Estimate.Enter information as needed such as customer's name, product or service and date.Click on Save and close. You can check and read this article to learn more about estimates: Estimates/Quotes - Setup and Function. You can also check this link to know more about QuickBooks: Getting Started at QuickBooks Online. It'll be my pleasure to help if you have an other questions.

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leo4

Question

How to write a proposal

Forum|Forum|7 years ago
January 16, 2019
2 replies
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QuickBooks Online

JonpriL

Level 9

Great news, @Leo11_2!

You can write a proposal in QuickBooks Online by creating an estimate. Let me show you how.

Go to the Plus icon.
Under Costumers, select Estimate.
Enter information as needed such as customer's name, product or service and date.
Click on Save and close.

You can check and read this article to learn more about estimates: Estimates/Quotes - Setup and Function.

You can also check this link to know more about QuickBooks: Getting Started at QuickBooks Online.

It'll be my pleasure to help if you have an other questions.

hawaiiarchitect

How do you change the name on the document from “Estimate” to “Proposal”?

MichelleBh

Level 8

Hi there, @hawaiiarchitect.

It looks like you've posted twice in this forum. Allstar KimMcCPA already provided steps on how to change the name on the estimate document to the proposal. You can go to this link for your reference: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-i-want-to-send-my-clients-proposals-from-quickbooks-right-now/01/992929#M143259.

Feel free to leave a message below if you have follow-up questions about your sales forms. I'm always here to help you again. Keep safe.

alexjoo

You can try the Outbooks Proposal Tool — built for accountants to automate pricing, create branded proposals, and even let prospects generate quotes on your website. Quick, easy, and client-friendly.

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