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david heath
Level 1

how do i do a quote

 
Solved
Best answer February 25, 2019

Accepted Solutions
EdwardR
QuickBooks Team

how do i do a quote

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

View solution in original post

13 REPLIES 13
EmmaM
QuickBooks Team

how do i do a quote

Hi David

 

Which product are you using we can certainly go through this with you

 

Kind regards

 

Emma

 

david heath
Level 1

how do i do a quote

I'm using qb self employed on a computer the videos on youtube show a different menu which i don't have 

thank you for helping 

EdwardR
QuickBooks Team

how do i do a quote

With in QuickBooks Self Employed it is not possible send an estimate to a customer in the current version. This could change with enhancements which are made to the product you can also provide feedback for new features for the product on this link here.

 

Please let us know if there is anything else we can help with.

geoffcollins
Level 1

how do i do a quote

How do you propose i create a quote for my customers.

Joyce_P
QuickBooks Team

how do i do a quote

Hello there, geoffcollins.

 

QuickBooks Online has a feature where you can create a quote/estimate. This is used when you'll give you customers a quote, bid or proposal.

 

To set up estimates in QuickBooks Online, kindly see this article: Set Up and Use Estimates and Quotes.

 

The Community team is always glad to help you if you have other concerns. Just leave a comment below.

 

 

idp
Level 1

how do i do a quote

This needs to be sorted quickly, I really don't want another app just to makeup quotes.
Cathy270
Level 1

how do i do a quote

Hi, I have posted a suggestion to add a quotes feature to quickbooks self-employed. Have a search on the feedback forum under the ‘estimates’ category and vote for the suggestion. With any luck QB SE will add it!

TroyWoodland
Level 1

how do i do a quote

How can you not have a option to write a quote instead of an invoice! Such a massive flaw in the program. How can you invoice people when you’re not able to send a quote. Makes no sense what so ever. I’ve signed up for 3 months With the self employed program because of the small discount instead of not making the most of a free one month trial. Not happy 

GlinetteC
Moderator

how do i do a quote

Hi there, TroyWoodland.

 

I know how important to have a quote in QuickBooks Self-Employed. However, this feature is unavailable for the QBSE version. You'll want to upgrade to QuickBooks Online version wherein you can create a quote for your customers. Creating a quote is pretty easy. Here's how:

 

  1. Select + New.
  2. Under Customers, select Estimate.
  3. Select a Customer. Choose a status on the drop-down under the customer's name (optional).
  4. Verify the  Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Product/ServiceDescriptionQtyRateAmountVATMessage (optional), and Discount (optional).
  6. Select Save and close.

You can learn more information about setting up and using estimates/quotes in this article: Set up and use estimates.

 

Tag me directly if you have any other concerns.

Kevin Moran Photo
Level 1

how do i do a quote

thats an estimaye - not a quote - different things?!

 

Kev

GeorgiaC
QuickBooks Team

how do i do a quote

Hi Kev, an estimate is a non-posting transaction and is the equivalent of a quote in QuickBooks Online - if you're needing this to appear specifically as 'Quote' to the client, you can edit the details on the default estimate form by selecting the Cog > Custom form styles > New style > Estimate > Content > Form > See 'form names' field.

craigo88
Level 1

how do i do a quote

what a waste of money bought into the subscription cant even make a quote pointless the main bit that you need for any business

Dan126
Level 1

how do i do a quote

3 years later and still no "change with enhancements"....what's going on with this?

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