Thursday, December 17, 2020

Create An Invoice From An Estimate In QuickBooks

 Simple tips to Convert an Estimate to an Invoice in QuickBooks


Until you're very fortunate, chances are good that a number of other businesses offer services or products just like those provided by your company. Consequently, your prospects may check around a bit and ask for estimates before making one last purchasing decision. When you create an estimate, having the ability to convert it to an invoice quickly lets you avoid repetitive data entry and reduces waiting time for your customer. With QuickBooks, Create An Invoice From An Estimate In QuickBooks requires just a few mouse clicks.



Preparing to Create Estimates


Step 1

Launch QuickBooks and log in as an administrator. Click "Edit" regarding the menu bar, then click "Preferences" on the slide-out menu.

Related Article: https://markmiller1486.wixsite.com/mysite/post/create-an-invoice-from-an-estimate-in-quickbooks

Step Two

Click "Jobs & Estimates" in the Preferences window.


Step 3

Click on the "Company Preferences" tab, then click "Yes" next into the "Do you create estimates?" option. Click the "OK" button to save the changes.



Create an Estimate


Step 1

Click "Customers" regarding the menu bar, then click "Create Estimates."


Step Two

Choose the customer utilising the "Customer" drop-down button or enter the name and address information manually.


Step 3

Enter line items when you look at the estimate just as you would when creating a standard invoice or receipt.


Step Four

Click "Save" regarding the toolbar to save the estimate.



Convert Estimate to Invoice


Step One

Click "Customer Center" on the toolbar, then click on the "Customers & Jobs" tab.


Step Two

Click on the name for the customer for whom you developed the estimate. Click on the "Show" button, then click "Estimates."


Step 3

Double-click the estimate you designed for the client. The estimate opens in the QuickBooks window.


Step Four

Click on the "Create Invoice" button towards the top of the estimate form. QuickBooks converts the estimate and displays the consumer information and line items in a unique invoice window. Edit the invoice line items as needed.


Step 5

Click on the "Print" button to print the invoice immediately. Alternatively, allow the "To be printed" check box to print the invoice in a batch with other people later.

You may also read: https://accountingpro.blog.fc2.com/blog-entry-158.html

Step 6

Click "Save" to save lots of the invoice.

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