From the course: QuickBooks Pro 2021 Essential Training

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Create estimates

Create estimates - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2021 Essential Training

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Create estimates

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- [Instructor] One of my residential clients would love to know how much we would charge to do their tasting party. In QuickBooks, you can create estimates and either print them out and mail them, or email them directly to your customers. To create an estimate from the home screen, click estimates. Click the dropdown next to customer job. We're going to choose the customer. In this case, Cally Reynolds. You'll notice that her address gets populated on the right-hand side. You can change and manually override that if you want. You can also change the estimate number. Since this is our first estimate, it's estimate number one. But that might tell Cally that we're a bit new to our business. So I'm going to go ahead and change that to a higher number. On the right-hand side, I can see a summary of the customer, their email address, and phone number if they have one, any open balances they have, active estimates and any…

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