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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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Okay we’re in the middle of talking about Estimates. We’re working in module 4 right now which is Working with Customers & Jobs and we’re actually in section 2 and this is part 2 of Estimates.

Alright let’s go ahead and look at some of your options that you have when you’re working with estimates.

Starting at the top under the main tab you’re going to see these two arrows that will take you to the next or previous estimate. One thing to know when you’re searching in QuickBooks is everything is in date order. So you may think that you just entered one right before this. It may or may not be the previous one if you use the arrows just based on the dates.

Let’s say you’re using the arrows and you just can’t find the one you’re looking for. There’s a Find option right here. You can type in some of the criteria that you might know, like maybe the date or if you know the amount, and search for it that way. You just put your criteria in and hit Find and it’ll search for you.

The next button over is New and this will create a new blank estimate and it’s going to save the one you’re on. And by the way, that’s the exact same thing as Save and New in the bottom right of your screen here.

Alright the next option says Save. If you’re working on this for a while and you just don’t want to lose whatever you’ve got hit the Save button here and it will save it to that point. If you click the dropdown you’ll notice you can also save this as a PDF. That way if you need to send it to someone they don’t have to have QuickBooks to actually open this.

There’s your Delete option. So if you want to delete this transaction you can do it right here. There’s also an option to create a copy. You will get an exact duplicate of this and then you can make those few changes that you might need to make.
Let me mention Memorize and we’re actually going to go through this in a later module. But if this is an estimate that needs to happen on a regular basis you can set it up so it’s memorized and will automatically show up based on the criteria that you’ve actually put in.

One of the things you can do now is you can mark any transaction as Inactive. And basically what that means is that when you pull a report it’s not going to pull those numbers onto the report. So it’s basically there but not really there. It’s inactive.

Under Print, we’ve already seen a preview so you know what this looks like. Notice you can also print this estimate. That’s how you would print this. Or print an envelope. If you printed an envelope you would have to have Microsoft Word because it does a mail merge and creates an envelope in there. Notice also you can save again as a PDF and we’ve already seen that option.

Here’s your email option. You can email this estimate. You can email this estimate and any attached files and also the batch. Just to tell you what a batch means. Do you see this little checkbox here that you can check or uncheck? If you needed to create multiple estimates create them and check each one of these and when you’re done you can email the batch. That would be all the ones with the checkmark.

Here’s where you could attach a file and this could be any file. It might be a file you scanned in or just some file on your computer you can attach it here.

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