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Creating an Estimate

If you use QuickBooks Pro, you can create estimates that provide preliminary planning information for each of your jobs. The forms QuickBooks provides for your estimates look very similar to invoice forms. Fill out an estimate, showing the anticipated time, items, and expenses you plan to allocate to this job. Estimates are saved, referred to, revised, and (ultimately) used to create invoices as the job is completed.

Create an Estimate

Select Create Estimates from the Customers menu.

Indicate the customer and, if applicable, the job for which you are preparing an estimate.

Verify that the correct date appears on the form.

Enter all the items and expenses that relate to this estimate.

Select a save option to complete the estimate.


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