QuickBooks point of sale 10.0 Pro level manual
Create Estimates and Quotes in QuickBooks
1. Create estimates
Do you create estimates, bids, quotes, or proposals for prospective customers before you start a job? You can create your estimates in QuickBooks, email them to customers, and then convert them into invoices after you complete the work. Here’s how you do it.Navigate to the Estimates
From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate.Enter Estimate Details
Enter the prospective customer’s name into the Choose a customer box.
Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer you’ve entered into QuickBooks yet, click + Add new at the top of the drop-down menu.Custom Form Style Estimates
If you refer to estimates as bids, quotes, or proposals, you can change the word on the form your customers see. To do this from the Home Screen, go to the gear menu and beneath the Settings column choose Custom Form Styles.
