How to handle/create estimates

Nov 26, 2005 1 Replies

I'd like to be able to create estimates in quickbooks, and later turn them into invoices.



I made a special form - but Qbooks keeps thinking it's an invoice....



Thanks!


Which version of QB are you running? Basic, Pro, Premier?

Basic does not have the ability to create estimates. Pro & Premier do.

If you are running Pro or Premier, you must go to the Customer Center or the Customers drop down menu. Select Estimates. If you are going to customize a form, you must customize an Estimates form.

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