A video to walk through where all the various “Create Estimate” action buttons are throughout the file, how to create a new (simple) estimate or proposal (depending on the terminology most appropriate for your business), among other things. Happy viewing!

FYI: We complete the workflow in the following video where we walk through how a client accepts an Estimate that has been sent out and what that looks like on your end in your QBO file.

#estimate #proposal #newestimate #newproposal #howto #servicebusiness #creatives