How to create new estimates in QuickBooks

Either you are a new or existing business owner and willing to make use of QuickBooks accounting software for the purpose of tracking company's finances, which are ranging from invoicing to depositing funds. The forms that are created in QuickBooks are termed as estimates. The purpose of creating estimates in QuickBooks is to offer your customers appropriate pricing list which is containing all related information that are prior to fulfill an order or for completing a particular work. Estimate creation is similar to invoice creation that will be responsible for presenting prices for the job or in order to provide proper breakdown for individual changes. Following is the step guide prepared by our QuickBooks Support executive to provide perfect help for creating new estimates in QuickBooks, 

1st Step: In order to initiate the process, Click on Edit>> Preferences >> Jobs & Estimates

2nd Step: Click on Company Preferences and then under Do You Create Estimates section, choose Yes, after this click on Ok. After this your task is to change setting to Yes via enabling estimates in accordance to the company file.

3rd Step: From the main menu select Customers and then Create Estimates, this will open Create Estimates window in front of you.

4th Step: Here you are required to make selection of customers from the Customer tab. In case your estimates are for new customers then Click Add New in order to enter information related to the customers then click on Ok.

5th Step: Make an appropriate selection of Template from the available drop-down menu in order to select the type of offered estimate. This selection can also be made via Retail Estimate >> Quote >> Proposal >> Custom Estimate.

6th Step: After following above mentioned steps, you are required to enter all information that is essential for Creation of Estimates spreadsheet. Each estimate templates possess some space for updating new information.

7th Step: After this click on Customer Message in order to select one of the existing messages, In case you are willing to add new message then click on Add New. A customer message is not at mandatory for creating an estimate.

8th Step: After successful follow up of above mentioned step, your work for creating estimates is almost done. The last step is to click on Save & Close to save newly created estimate.

With the help of above mentioned step, now you are able to create new estimates in QuickBooks. In case you are still facing any kind of issues for the creation of new estimates then entrust our QuickBooks Support professionals by calling at 1-855-441-4436.

You might like to read- Basic Reasons to Use QuickBooks as the Accounting Software 

Basic Reasons to Use QuickBooks as the Accounting Software

QuickBooks is one the biggest accounting software which is being used to track complete business financial report of a company. QuickBooks user may require basic QuickBooks support to choose their best suited accounting software for their business. But the question is why to choose QuickBooks? What are its positive effects over other accounting software? Here are some important assumptions to choose QuickBooks as the accounting software. Please go through the following assumptions: 

•Through this one, you will to track complete company sales and purchases in real time basis. Many of other accounting software are assuring that, you can track the sales and time you want. But if you don’t, you will be in deep trouble. Through this tracking, you can get complete business financial anytime you want.

•The most important assumption of this millennium is the software should be user friendly and easy to use. If you are looking for such software which is user friendly, easy to use and portable, then QuickBooks is the best option for that. You don’t have to worry about the process of operating this software. Go through the manual and get complete instructions to run this software. If still you are getting confused, go for any recognized QuickBooks Support.

•This accounting software is not so expensive. This is another important factor for it. This bookkeeping software is not a waste of money. It’s a good investment.

•Due to the features of this accounting software, it has been turned into the most favorite accounting software among different business owners. It has amazing 14,000 features in it and has been used by more than 7 millions of companies worldwide. Do not waste your time. Go and get the best one for your business and enjoy the amazing experience.

•This accounting software is compatible with different software applications and other devices along with different online services. You can easily integrate your bank details in this accounting software so that you will able to download your banking transactions anytime you want. 

Above assumptions are the five basic points to know about QuickBooks. If you have any other brilliant ideas related to the features, please mention them. Your feedbacks are highly acceptable.