Welcome to QuickBooks Online for Nonprofits.
I am Ufuoma Ogaga, owner of Goshen ...
Bookkeeping & Consulting.
I am also a Financial Controller and a QuickBooks ...
ProAdvisor helping nonprofits to increase profitability one ...
mission at a time.
In this tutorial, I am going to show you how ...
to create an estimate in QuickBooks Online and use it ...
to send quotes to your customers for services.
Estimates are non-posting transactions that do not ...
impact your sales account. There are essentially quotes.
Rather than using Microsoft Word to create your quotes,
you can use QuickBooks Online Estimates.
You can use estimates to provide quotes to customers ...
that are renting out your facility for weddings,
events, or corporate meetings.
Let's switch into QuickBooks Online to so that I can show ...
how to create an estimate.
I am using my Mary's Nonprofit sample file.
To create an estimate, select the Quick Create (+ ...
icon). Under Customers,
select Estimate.
In this estimate screen, add or select the Customer's ...
name. Choose a status on the ...
drop-down under the customer's name or leave it ...
as the default pending option if you are going to be ...
emailing this estimate for the customer to approve it.
Enter an Estimate Date and Expiration Date.
Enter a location tracking if applicable.
In my example, this is for a general service,
so I will choose without donor restriction.
Enter a Service Date if needed.
Enter your Product/Service, in our case this is going to be ...
Fellowship Hall Rental. Enter a Description,
Quantity, Rate,
and Amount and select your Class.
Add any attachments such as the building layout of your ...
facility or contract agreement if necessary to the ...
attachment section.
You can print or preview the estimate to see how it looks ...
like or to give it to a customer.
You can also customize the layout.
Watch my prior custom sales forms video to learn how to ...
customize your estimate form.
Click save and send to email the customer this estimate.
To see the status of estimate we created,
click on the Sales tab at the left navigation bar then select ...
the All Sales tab. Here you can click on ...
estimates tab on the money bar to see the estimate we ...
just created. The status column next to the ...
John Doe estimate we created will show as pending ...
and update when the customer accepts or rejects your estimate.
Another way to see a list of all the estimates that you ...
have created is to run the Estimates by Customer ...
report. To do this,
click on the reports tab to open the standard reports ...
center. Scroll down to the Sales and ...
Customers section. Locate the Estimates by ...
Customer report, then click on it.
Here is what the Estimates by Customer report looks like.
You can customize it, email it to a team member,
print it out or simply export as PDF or Excel.
Now you know how to use QuickBooks Online estimates ...
to send quotes to your customers renting your ...
facility for weddings, funerals,
events, or corporate meetings.
Thank you for watching!