Unless you’re actual fortunate, affairs are acceptable that a cardinal of added businesses action articles or casework agnate to those provided by your company. Consequently, your barter may boutique about a bit and appeal estimates afore authoritative a final purchasing decision. Once you actualize an estimate, actuality able to catechumen it to an balance bound lets you abstain repetitive abstracts access and reduces cat-and-mouse time for your customer. With QuickBooks, creating an balance from an absolute appraisal requires alone a few abrasion clicks.
Preparing to Actualize Estimates
Launch QuickBooks and log in as an administrator. Bang “Edit” on the card bar, again bang “Preferences” on the slide-out menu.
Click “Jobs & Estimates” in the Preferences window.
Click the “Company Preferences” tab, again bang “Yes” aing to the “Do you actualize estimates?” option. Bang the “OK” on to save the changes.
Actualize an Appraisal
Click “Customers” on the card bar, again bang “Create Estimates.”
Select the chump application the “Customer” drop-down on or access the name and abode advice manually.
Enter band items in the appraisal aloof as you would back creating a accustomed balance or receipt.
Click “Save” on the toolbar to save the estimate.
Catechumen Appraisal to Balance
Click “Customer Center” on the toolbar, again bang the “Customers & Jobs” tab.
Click the name of the chump for whom you created the estimate. Bang the “Show” on, again bang “Estimates.”
Double-click the appraisal you created for the customer. The appraisal opens in the QuickBooks window.
Click the “Create Invoice” on at the top of the appraisal form. QuickBooks converts the appraisal and displays the chump advice and band items in a new balance window. Edit the balance band items as needed.
Click the “Print” on to book the balance immediately. Alternatively, accredit the “To be printed” ysis box to book the balance in a accumulation with others later.
Click “Save” to save the invoice.
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