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Level 1

Where can I find customer proposal templates in my full service quick books?

 
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Moderator

Where can I find customer proposal templates in my full service quick books?

Thanks for visiting us to day, ahfactory.

 

In QuickBooks Online (QBO), an estimate is considered as a customer proposal template. You can follow the steps on how to create this below:

 

  1. Go to the +New icon.
  2. Under Customers, choose Estimate.
  3. Enter the required information.
  4. Click Save and close.
    QBO Estmt.PNG

I've got you a guide that you can read through about managing estimates in QuickBooks Online: Estimates/Quotes - Setup and Function.


Another option is to look for a third party application that can help create your own proposal template. You can visit our QuickBooks Apps for a list of several application that supported and can be integrated with QBO.

 

Be sure to get back to me if you have other questions. I'm always here and happy to assist. Wish you all the best!.

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Level 11

Where can I find customer proposal templates in my full service quick books?

@ahfactory 

Explore this app to create estimate with more advanced features and integrate it with your QBO.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

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