I'll share with you the guidelines on how to create an estimate with the new layout of QuickBooks Online.
With the new update, you can create estimates and customize them to display only what you want your customer to see. You can follow these steps:
- Go to + New, then select Estimate.
- Pick + Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, choose +Add new, enter the customer info, and click Save and Close.
- 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, pick + Add new, enter the info for your product or service, and choose Save.
- If you saved a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed.
- The default status of a new estimate is Pending. If you need to edit the status, choose the Pending ▼ dropdown and choose a different status.
- To customize the estimate, pick Estimate settings in the side panel and select the ▼ dropdown by each section to expand the details. Then, choose what info displays on your form by turning the switches on or off in each section. As you make changes, a preview displays on the form.
- When you're ready, click Save.
- To email the estimate to your customer, choose Review and Send. Then edit the email message, if necessary, and select Send estimate.
For detailed information, refer to this article: Create and send estimates in QuickBooks Online.
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