How to create estimates in QuickBooks online

QuickBooks Online gives a method for business holders to prepare, manage, and send estimates. This software makes it easy to generate estimates and helps you generate proper quotes for your clients. We will explore into essential steps for how would you create estimates in QuickBooks Online and also give details to save and send estimates in QBO. Firstly you must log on to your QuickBooks Online account and then access the “Sales “ section. After selecting the estimates, then click on the "New Estimate" button. After you can enter the detail section in the estimate form, including the customer’s name, the estimated date, and the date when the estimate expires. QuickBooks Online offers tracking of an estimate status, automatic change of an estimate to a bill once it's accepted, and sales pipeline follow-up for effective sales cycle management.

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