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Create, Setup & Use Estimate in QuickBooks Online

https://www.wizxpert.com/estimate-in-quickbooks-online/

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Create, Setup & Use Estimate in QuickBooks Online

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  1. Create, Setup & Use Estimate in QuickBooks Online https://www.wizxpert.com/estimate-in-quickbooks-online/

  2. Table of Contents www.wizxpert.com

  3. Introduction • Creating an estimate in Quickbooks online helps in dealing with customers efficiently. • You can create a quote, bid, or proposal for the work. The estimate looks like invoice, but it has different uses. • It helps in detailed analysis and making customers understand about every detail. www.wizxpert .com

  4. Importance of creating estimates • Helps in decision making to customers, weather to buy goods and services or not. • It helps in data analysis and preparing reports. • It helps in analysing the difference between actual work and estimates after the work is completed www.wizxpert.com

  5. Steps to create anestimate Step-1 Go to +New option. Step-2 click on Estimate option to create an estimate. Step-3 Go to customer option and select the name for whom estimation is to be made. Step-4 Enter estimate date and expiry date to continue the process Step-5 Provide necessary details about you service such asDescription, Qty, Rate, Amount, Tax and discount etc www.wizxpert.com

  6. How to change status of customer estimates Changing status of an estimate is important because in case if customer stop taking services you can update it in you accounts easily. Steps to update estimates Step-1 Go to sales Menu Step-2 Select all sales options Step-3 Go to actions column Step-4 Select update status Step-5 Select accepted and press ok www.wizxpert.com

  7. Converting estimates into invoices in quickbooks Converting estimates helps in billing you customer. Steps to convert you estimates to invoices. Step-1 Go to sales menu Step-2 Select estimate you want to convert Step-3 Go to action menu and select create invoice Step-4 Enter all details required Step-5 Choose save and send option www.wizxpert.com

  8. How to add an estimate to existing invoice Steps to convert an existing estimate to invoice Step-1 Select New tab and go to invoice Step-2 Now, choose the customer from customer drop down Step-3 Then add to invoice window will appear Step-4 Copy all details from estimates tp invoice Step-5 Press save and okk, your estimate will convert to invoice. www.wizxpert.com

  9. How to present your estimate to customer in quickbooks online Sending estimate to customer in quickbooks Step-1 Prepare an estimate Step-2 Use Email to send your estimate Step-3 Customer will accept it Step-4 If the customer accepted the request it will show accepted

  10. Conclusion After reading this ppt, you can easily create, manage and edit you estimates. It is a simple and easy process, all topics are covered in this ppt but if you are facing any challenge you can contact quickbooks support. They will provide you a professional guidance and ensure your all queries are solved. www.wizxpert.com

  11. https://www.wizxpert.com/estimate-in-quickbooks-online/

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