QB Issue Resolution:
In QuickBooks Online, you can create Proposals/Quotes using Estimates and convert them into invoices. Let me walk you through with the steps:
- Click Plus icon (+) located in the upper-right hand corner.
- Under Customers, click Estimate.
- Add the customer’s name.
- Verify the Estimate Date and enter the Expiration Date (optional).
- Enter the Service Date, Product/Service, Qty, Rate, Description, Amount & Customer message.
- Under the customer’s name is the Status drop-down arrow, choose a status (optional).
- Click Save.
You can also check this article with more details about estimates: https://community.intuit.com/articles/1145302
Resolution for Issue 'Can we create Proposals/Quotes to email to customers for work to be approved within QB? Then be able to invoice when job is completed?' available: Yes (Solved).
Source: Intuit Community forum.
Can we create Proposals/Quotes to email to customers for work to be approved within QB? Then be able to invoice when job is completed?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Amount & Customer message.
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