QBP: Create estimates for customers (edited)

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.

1 votes

Active · Last Updated

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.