As a small business owner, you are always looking for new business leads. One of the best parts about QuickBooks Pro is being able to easily send professional estimates to potential clients.
We’ve broken the process down into 13 easy-to-follow steps.
Table of Contents
Create An Estimate
It’s a good idea to customize your estimate templates before you start sending them to clients. If you need help doing this, you can use the same process outlined in our post: How to Customize Invoice Templates In QuickBooks Pro.
Once the template is to your liking, start creating an estimate by going to Customer>Create Estimates.
Step 1: Select A Customer
Begin by selecting the customer you want to send an estimate to from the drop-down menu. If you can’t find the customer, you can click “Small Business Sales Tax Guide.
Step 9: Write A Customer Message
While this field is technically optional, we highly recommend adding a customer message.
QuickBooks makes it easy. You can select one of five preset customer messages using the drop-down menu, or you can click “QuickBooks Community or call QuickBooks directly. If you have any further questions, leave a comment below and we’ll do our best to help you.