How to create new estimates in QuickBooks

Either you are a new or existing business owner and willing to make use of QuickBooks accounting software for the purpose of tracking company's finances, which are ranging from invoicing to depositing funds. The forms that are created in QuickBooks are termed as estimates. The purpose of creating estimates in QuickBooks is to offer your customers appropriate pricing list which is containing all related information that are prior to fulfill an order or for completing a particular work. Estimate creation is similar to invoice creation that will be responsible for presenting prices for the job or in order to provide proper breakdown for individual changes. Following is the step guide prepared by our QuickBooks Support executive to provide perfect help for creating new estimates in QuickBooks, 

1st Step: In order to initiate the process, Click on Edit>> Preferences >> Jobs & Estimates

2nd Step: Click on Company Preferences and then under Do You Create Estimates section, choose Yes, after this click on Ok. After this your task is to change setting to Yes via enabling estimates in accordance to the company file.

3rd Step: From the main menu select Customers and then Create Estimates, this will open Create Estimates window in front of you.

4th Step: Here you are required to make selection of customers from the Customer tab. In case your estimates are for new customers then Click Add New in order to enter information related to the customers then click on Ok.

5th Step: Make an appropriate selection of Template from the available drop-down menu in order to select the type of offered estimate. This selection can also be made via Retail Estimate >> Quote >> Proposal >> Custom Estimate.

6th Step: After following above mentioned steps, you are required to enter all information that is essential for Creation of Estimates spreadsheet. Each estimate templates possess some space for updating new information.

7th Step: After this click on Customer Message in order to select one of the existing messages, In case you are willing to add new message then click on Add New. A customer message is not at mandatory for creating an estimate.

8th Step: After successful follow up of above mentioned step, your work for creating estimates is almost done. The last step is to click on Save & Close to save newly created estimate.

With the help of above mentioned step, now you are able to create new estimates in QuickBooks. In case you are still facing any kind of issues for the creation of new estimates then entrust our QuickBooks Support professionals by calling at 1-855-441-4436.

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