Create estimates—how it works

Plus feature Estimates are available in Essentials and Plus versions.

Now you can prepare quotes for your customers that have the same professional look as your other QuickBooks Online sales forms. Once you perform the work, it's easy to move the estimated charges onto an invoice for billing.

Estimates You Create Flow to Invoices Later

Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The estimate form looks very much like an invoice, but its purpose is to help you begin negotiations with your customer. Once the work is done and you're ready to bill your customer, you can add data from the estimate onto an invoice. There's no need to retype information.