It's a pleasure to have you here in the Community space, David. We'll guide you through creating an estimate inside QuickBooks Online (QBO).
In QuickBooks Online (QBO), you can generate an estimate to provide your client with a quote, bid, or proposal for upcoming work. You can access it in the +New button inside your company file. We'll outline the steps to get you going:
- Access your QuickBooks Online company.
- On the left navigational bar, click the +New button.
- Select Estimate under the Customers Column.
- Click the Dropdown arrow in the Customer field and then select a customer.
- Add the necessary in each field.
- Select the ▼ dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service and select Save.
- When you're ready, select Save.
- To email the estimate to your customer, select Review and send. Then edit the email message, if necessary, and select Send estimate.
For more details, please see this page: Create and send estimates in QuickBooks Online.
Moreover, you can visit this article to help you create personalized sales forms inside the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.
We look forward to having you here again if you need further assistance managing estimates or other sales forms inside QuickBooks. As always, our team will be around to extend a helping hand. Keep safe