Creating Estimates in QuickBooks Pro

 

When you are venturing into a business especially for the first time, we are actually focusing our attention on how much our business would cost. From the paper clips to the people who will be working for us, everything needs to be taken into account, to see how much the business is going to rip our pockets.

Most business owners would create estimates, some would ask the help of professionals who would make a projection, sometimes they would get the one with the cheapest quantity based on information available at the time.

To create an estimate, provided you have pertinent information to input, like the name of your client, then, you may go to Estimates, then Overview then choose New Estimates. You can then input your data for the particular client or the product that you need to create an estimate of, then fill out the rest of the form. You can add notes or subheads or footers to the estimate. If you are creating an estimate of a product be sure to fill in the following fields for the product: Description, Quantity, Price and Tax. Then you can click Save Estimate. This estimate will not affect your record unless you decide to convert this into an Invoice.

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