New Feature Alert: Estimates for Quicken Business & Personal!

Coach Natalie

We’ve added a brand-new feature for Quicken Business & Personal users: Estimates — now available in Early Access on both the Web and Mobile Apps!

Use Estimates to quickly create and send quotes for jobs or projects. It’s a great way to set clear expectations with your clients before the invoice stage.

How It Works:

• Creating an estimate works much like creating an invoice.
• Add billable items, notes, preview the estimate, and send it to your client via email.
• Each estimate gets a unique, automatically generated Estimate # that can be customized.
• Once your client accepts the estimate, it will be labeled as “Accepted” in Quicken Business & Personal.
• You can also manually update the status yourself.
• Ready to bill? Instantly convert the estimate into an invoice — no re-entry needed.

Things to Know:

• Estimates are found in the Invoices section and also when viewing a Client or Project.
• Unlike invoices, estimates do not create transactions.
• The Notes section supports up to 2,000 characters.
• Payments cannot be made on estimates.
• Estimates do not yet include a due date or expiration date, but these features are on our radar.

We’re excited to bring this new workflow to your business toolkit — and we’d love your feedback as we continue to enhance it!

https://community.simplifimoney.com/discussion/14499/estimates-for-quicken-business-personal-share-your-feedback-here

Coach Natalie

Estimates is now live to all users!