How to create a new Estimate & where to see info on your Estimates - Here's how in QuickBooks Online

In this video, you'll learn where to see a list of your Estimates with helpful information (e.g., status), how to create a new Estimate, how to create an invoice that is linked to the Estimate, and how to see a report on your Estimates.
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Kayla
Certified QuickBooks ProAdvisor (QuickBooks Online)
www.kaylasfina...
This video is for informational purposes only. This video is not intended to provide financial advice.

[@smallbusinessfinancewithkayla]

If your Invoice amount will be different than the Estimate amount, then this video shows a couple ways to do that: kzbin.info/www/bejne/bXOqoYuHopx2gbM Here is how to do Progress Invoicing in QuickBooks Online: kzbin.info/www/bejne/sKKyeaiJirZjppY

[@saifrashid6713]

Can we see estimates report by products in quickbooks online?

[@smallbusinessfinancewithkayla]

QBO doesn't have a specific report for estimates by products. Here is the closest option. It doesn't group the products but this option gives you a downloadable report which shows the line items/products in your estimates instead of just the estimate total. 1. Reports menu 2. Search on the right for "Transaction List with Splits" 3. Filter the date range you want 4. Group by: None 5. Click the Customize button on the right Click the Filter section Check "Transaction Type" Check "Estimate" from the dropdown list 6. Click Run report at the bottom The line items/products will be mentioned in the Account column. Hopefully, they will include what you specifically need in a future update.

[@ValeriaTorres-e2w]

How can the customer accept the estimate via email? I saw some videos that the estimated email that the customer received has a button where the customer can accept or reject.

[@smallbusinessfinancewithkayla]

When you send the estimate via email in QuickBooks, there will be a button in the email where the customer can approve it. You'll see the status column update when they've approved it. Here is a link that shows you what it looks like. Start the video at 1:22 to see the example. kzbin.info/www/bejne/inrHoWSKprGYqLcsi=TvFzwS3sU7SpFtIR&t=82