How To Create and Manage Invoices And Estimates‍ In QuickBooks?

Creating and managing invoices and estimates

Invoices and estimates are important tools for managing your business finances in QuickBooks. Here are some steps you can follow to create and manage invoices and estimates in QuickBooks:

  1. Create an invoice: To create an invoice in QuickBooks, go to the "Customers" module and select "Create Invoice." Select the customer you want to invoice, enter the details of the products or services being sold, and choose a payment method. You can also add any additional charges or discounts as needed.
  2. Create an estimate: To create an estimate in QuickBooks, go to the "Customers" module and select "Create Estimate." Select the customer you want to create an estimate for, enter the details of the products or services being estimated, and choose a payment method. You can also add any additional charges or discounts as needed.
  3. Convert an estimate to an invoice: If a customer accepts an estimate, you can easily convert it to an invoice in QuickBooks. To do this, go to the "Customers" module and select "Create Invoice from Estimate." Select the estimate you want to convert and QuickBooks will create an invoice based on the information in the estimate.
  4. Track invoices and estimates: You can track the status of invoices and estimates in QuickBooks using the "Invoices" and "Estimates" reports. These reports will show you which invoices and estimates have been paid and which ones are still outstanding.

By following these steps, you can use QuickBooks to create and manage invoices and estimates, and track the status of these important financial documents.

Create and Manage Invoices And Estimates In QuickBooks
Convert an estimate to an invoice
Track invoices and estimates

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