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In this QuickBooks Pro 2017 training video tutorial for beginners, discover how to create an invoice from an estimate in QuickBooks Pro.

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Alright we’re working our way down through module 4 where we’re talking about working with customers and jobs. We need to talk about estimates now. So we’re in section 2 and this is part 1 of section 2.

I recognize that all of you will not use the Estimate feature but a great example of an estimate is in construction. If I want to have my kitchen remodeled I’m going to ask for a quote or an estimate on the job. And QuickBooks has the ability to handle those estimates and then turn them into invoices when you’re ready to actually invoice your customer so you can get paid. So let me show you how estimates actually work.

If you’re on your Home screen you’ll notice that if you’re looking in your Customer group here that Estimates is the very first icon. Now if you don’t have the Estimates icon that’s because you told it in the EasyStep Interview that you do not create estimates. You can always turn it on or off in the Preferences, like we talked about. Even if it is here and you don’t want to use it notice that you can just start with the next item on the list which is Create Invoices. You don’t always need to estimate a job and then turn it into an invoice.

You’ll notice that Estimates and Purchase Orders here are on the same line and that’s because they’re considered non-posting. If you create an estimate and the customer never asks you to do the work it doesn’t affect your books. You would have to run specific estimate reports to see any estimate information that you’d like to be able to work with.

We’re going to go ahead and create an estimate.
Now a couple of things I want you to notice. First of all the first thing it asks for is your customer and a job. Let’s say that I want to pull in my customer. I can start typing the last few characters of their last name or I can pick from the dropdown and pick my customer and my job.

Now a little tidbit of information. If you’re going to use the job feature use it consistently throughout QuickBooks. If you don’t use it what’ll happen is you’ll run reports and sometimes on those reports you’ll see a category called Other and you’ll go what is that? So use it consistently.

So if I’m trying to create an estimate for Tom Allen’s kitchen remodel I’m going to click on the Kitchen Remodel.
Now what if you need to create an estimate for a customer or a job that’s not in the list yet? Let me take off this Kitchen Remodel right here. Let’s say that my customer has now asked me for an estimate for a sunroom. I can add it right from here. I don’t have to go back to Home and back to Customers and set it up. All I have to do is at the end of my customer name I’m going to put a colon and then I’m going to put the name of the job. In this case it is Sunroom. What’s going to happen is when I hit the Tab key or the

Enter key to leave the field it’s going to say Sunroom is not in the list. Would you like you to set it up? I would Quick Add a Job. If it’s a customer I would go through and set up that customer the way we did. So let me Quick Add this. And now you’ll see that I have two jobs for Tom Allen. His sunroom and his kitchen remodel. If it’s a brand new customer just type their name in, last name, comma, first name like you see here and then Tab or Enter and then you can add the new customer that way. You cannot add a customer and a job at the same time. You add the customer first then come back and add the job.

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