How to Manage Quotes in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Manage Quotes in QuickBooks Online

2. Managing Quotes

Once the customer agrees to your estimate, it can be changed to an Invoice.

1. Estimates can be found using the Search and Recent Transactions functions, but the easiest way is by selecting Customers from the left-hand navigation bar.
2. In the Customer Centre, click on the Estimates box in the Money bar. Locate the customer you wish to update the quote for. Select ‘Create Invoice’ to convert the estimate to an invoice.

Estimates can be updated for ‘Status’ i.e. Accepted, and then converted to an Invoice.