How to Create Quotes in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Create Quotes in QuickBooks Online

2. Creating Quotes

Estimates can be easily accessed from the Create or Quick Create menu. To create an Estimate:

1. Ask the Customer to go to Create > Customers > Estimates.
2. Complete the on-screen estimate, including selecting a customer, adding date, estimate number, whether amounts are tax inclusive/exclusive/out of scope, Products, and Services of their choosing, and the quantity, description, and rate for each.

1. Add more lines, if needed. Complete any other desired fields, such as the Discount, or add a message to be displayed on the estimate.
2. If necessary, attach a document or any file by clicking on Attachments in the bottom left corner of the form. This can be used to store related documents for future references. Files sizes can go up to 25MB for each transaction.
3. Select Save and Send to email your customer the estimate. Click Save to save the estimate and return to the homepage.