- Software with you in mind
- QuickBooks for accountantsSupporting you and your clients
- Pricing for accountantsWhatever your practice needs, there's a plan for you
- Client onboardingWe'll get them up and running
- MailchimpThe perfect partners for your practice
- Be found by new clientsIn our Find-a-ProAdvisor directory
- Referral programmeGet £200 in Amazon vouchers
- Switch to QuickBooksMove to us from another solution
Become a ProAdvisorJoin our free ProAdvisor Programme and access tools, resources and exclusive discounts to help take your practice to the next level. - online Accounting for sole traders
- QuickBooks for sole tradersEverything you need to know
- Pricing for sole tradersWhatever your business needs, there's a plan for you
- Onboarding as a sole traderSet yourself up for success
- Switch to QuickBooksMove to us from another solution
- Find an accountantSupport from a QuickBooks certified accountant near you
- IndustriesOur accounting software is designed for every industry. Find yours here
- Discover QuickBooksSee why over 6.5 million subscribers worldwide choose us
- QuickBooks Self-employedSoftware for sole traders not registered for VAT
- QuickBooks OnlineOur range of simple, smart accounting software solutions
- Connect appsSeamlessly connect 300+ apps to QuickBooks
features for sole traders - Grow your business
- QuickBooks for limited companiesEverything you need to know
- Pricing for limited companiesWhatever your business needs, there's a plan for you
- Onboarding as a limited companySet yourself up for success
- Switch to QuickBooksMove to us from another solution
- Find an accountantSupport from a QuickBooks certified accountant near you
- IndustriesOur accounting software is designed for every industry. Find yours here
- StartupsGrow your business from day one with QuickBooks
- Discover QuickBooksSee why over 6.5 million subscribers worldwide choose us
- QuickBooks OnlineOur range of simple, smart accounting software solutions
- QuickBooks AdvancedDiscover our most powerful plan yet, made for growing businesses
- Connect appsSeamlessly connect 300+ apps to QuickBooks
- Plans & Pricing
- Talk to us: 0808 168 9533
- How can we help you today
- QuickBooks support hubWe're here to support you through every step
- Getting startedEverything you need to get set up for success
- Desktop to OnlineHow to switch from QuickBooks Desktop to QuickBooks Online
- Discover QuickBooksSee why over 6.5 million subscribers worldwide choose us
- Switch to QuickBooksMove to us from another solution
- QuickBooks OnlineOur range of simple, smart accounting software solutions
Invoices & expensesBanking & Payments - Sign in
Create estimates and quotes
Learn how to set up estimates and send quotes in QuickBooks Online. Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but has a different purpose - it helps you start discussing details with your customer.
1. Create an estimate and send a quote
- In the left hand menu, select the + New tab.
- Then select Estimate from the options.
- Select Customer or add a new one.
- Check the Email and Billing address are correct.
- Select the Estimate date and the Expiration date.
- Input the Product/Service you plan to sell, and any other information you wish including the Amount.
- Select Save and send. Then select Save and close.
Note: After sending an estimate you can convert it to an invoice so you can bill your customer. Show me how this works.
How can we help?
Talk to sales: 0808 168 9533
9.00am - 5.30pm Monday - Thursday
9.00am - 4.30pm Friday