Easy Tech TutsHow to Create an Estimate in QuickBooks Online Easily 2026
By Impran M N
Estimates help set client expectations before work begins and are especially useful for tradespeople and service businesses that need approval on pricing upfront. This guide walks through creating, customizing, and eventually converting an estimate into an invoice in QuickBooks Online.
01Access the estimate feature
Navigate to the estimate creation area within QuickBooks Online, separate from standard invoicing.
02Add client and project details
Enter the customer information and outline the products or services being quoted.
03Customize the estimate
Adjust pricing, add line items, and personalize the estimate template to reflect your business and the specific job.
04Send the estimate for approval
Deliver the estimate to your client so they can review and approve the proposed pricing.
05Convert the approved estimate into an invoice
Once the client approves, convert the estimate directly into an invoice to move the transaction forward without re-entering details.
Frequently asked questions
Can I edit an estimate after sending it to a client?
Yes, estimates can be edited and resent if pricing or scope changes before the client approves it.
How do I convert an estimate into an invoice?
QuickBooks Online lets you convert an approved estimate directly into an invoice, carrying over the line items automatically.
Is there a way to track which estimates have been approved?
Yes, QuickBooks Online tracks the status of estimates, so you can see which are pending, accepted, or converted to invoices.
Are estimates useful for service-based businesses specifically?
Yes, estimates are especially common in trades and service industries where clients expect pricing approval before work starts.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
