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otxpress
Level 1

Can I do a quotation for my customer ? How do I it?

 
2 Comments
Anonymous
Not applicable

Can I do a quotation for my customer ? How do I it?

hi otxpress ,

In QuickBooks, quotation = estimate. Go to menu Sales and open your current customer or create a new one. Click on the green button of New transaction. You will find Estimate.

JenoP
QuickBooks Team

Can I do a quotation for my customer ? How do I it?

Creating and sending quotations is possible in QuickBooks Online, otxpress.

 

Follow these steps on how you can do it:

 

  1. Click the Plus (+) icon in the upper-right hand corner.
  2. Select Estimate under the Customers section.
  3. Enter all required info.
  4. Click Save or Save and send if you want to email it directly to your customers.

You can also customize or import estimate templates in QBO. Let me share these articles for additional info: 

 

Feel free to revisit the Community if you need more help with QBO.