NOTE: Quotes & estimates only apply to Accounting Standard & Plus users. If you're looking to upgrade your subscription read how to in our Manage Subscriptions article >

1. Go to Sales, Quotes & Estimates, and select New Quote or New Estimate.
2. In the Customer field, select a customer from the list, or type the customer's name.
   If this customer is not one of your saved contacts, create a record for them by selecting Add a customer.
3. On the first line of the quote or estimate, select a product or service from the list, or start typing its name to find it.
   If this product or service is not one of your saved items you can create it now by selecting Create item.
   Alternatively, use the description option to just type in the details for the item you want to add to the quote or estimate.
   Repeat on a new line for as many items as you need to add to your quote or estimate.
4. Optionally, add Notes and Terms and Conditions to your quote or estimate. These show on the document you send to your customer.
5. Select Save.

 NOTE: Once you've created a quote or estimate, you can quickly create a copy of it. This makes recurring quotes and estimates easier to reproduce. Learn how to copy a quote or estimate >

• Quotes and estimates
• Add more detail to a quote or estimate
• Updates to Quotes and Estimates