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Level 2

Can i create estimate

 
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QuickBooks Team

Re: Can i create estimate

Glad to have you here in the Community, @sriharsha_s.

 

Yes, you can go to the Customers menu and create an estimate from there. I'd be glad to walk you through the steps.

 

Before we start, you'll have to make sure that the Estimates feature is turned on so you can create an estimate. Here's how:

 

  1. In your QuickBooks Desktop, go to the Edit menu.
  2. Select Preferences.
  3. Choose Jobs & Estimates on the left panel.
  4. Go to the Company Preferences tab.
  5. In the Do you create estimates question, select Yes.
  6. Click OK to confirm.

Once done, you can now create an estimate. Please follow the steps below once you're ready:

 

  1. Go to the Customers menu.
  2. Select Estimates/Create Estimates.
  3. Fill out the necessary information.
  4. Click Save & Close.

I've got you an article for more details: Create an Estimate.

 

You might also want to read this article to learn how to create an invoice for an estimate: Create an Invoice in QuickBooks Desktop.

 

Just hit the Reply button if you have any other questions. I'll be right here to help.

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