Step by Step Guide to Using QuickBooks


Creating Estimates in QuickBooks

How to create an estimate in QuickBooks Windows
(Pro, Premier, Enterprise)

Before creating your estimate in QuickBooks you will need to setup items for the products or services you offer. You can create all the items that your company uses first, or opt to create each in the Estimate window as the need arise.

Step 1. Go to the Customer menu at top menu bar, and click Create Estimates.

Step 2. Select the customer at Customer:Job drop down menu, and complete form with the date, item, description, quantity, rate, etc.

Step 3. Click Save or Save and Close.




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Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

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Invoicing & Receivables

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C.O.A Setup & Management