QBP: Create estimates for customers (edited)

BCinstallation
BCinstallation Member
edited February 7 in Quicken Business & Personal Feature Requests

I am a small business in the handyman/ small projects sector. i have been using wave and decided to give quicken a try. i have been able to creat an estimate and send it to clients and if the work is agreed to then i can convert an estimate to an invoice if nothing needs to change or i can edit if necessary. it doesnt show up as income or potential income until converted to invoice and they can be saved to reference back to if needed. this is the only function i have found so far that i cannot be without in my business. if this isnt resolved i will have to continue with wave or another software that have this very simple feature to streamline my jobs and time. other than that simplifi is working great so far.

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