10. Quickbooks Online - How to Create CUSTOM ESTIMATE 2018



Maxim last year we created an estimate but it looks pretty plain. So what spice it up and let our estimate better represent your brand. So let's get back into it from the dashboard of the overdue sales in Hamburg and click on rodeo customers right here on the far right where it says create invoices, go ahead and click on create estimates and will route to do was just have couple want to know this service or this and that one hour Get to what would happen with the I button so about that pause for station identification hours one hour $10 this and that. Check out here in the bottom middle click on customize now it's broken up you go to new style you want to leave without saving sure we need back that doesn't take that long to type in one hour so is broken up into okay for create estimates that turn heads and open wallets. I like that's what got design right here. Content emails and payments will just called as templates one just like that. Okay. For example, one now there's a bunch of things you can do so. We got our design or content or emails payments for design is how we wanted to look her color a logo. I imagine your company has a couple of colors that represented these colors may be on your logo, your decals, your uniforms, let's upload an image. I've got my old Village Park source logo just like that. I like that the color is a little bit too bright to go with the darker green. I like that that's good to go get choosy with your font. Let's go from Helvetica to Times new Roman and Times new Roman and speculative bigger when in doubt, print out and good in that department. Let's content maybe some of the stuff we need some of the stuff we do not need. It's got three little pencils over here. That means we can edit this information. Maybe you don't have your phone number on it maybe don't have your business name for numbers we can on click that sale that's gone there at County your call emails. This is got so backed content for site you can get rid of some of the stuff you got a broken on your rate your quantity your amount. If you have a lot of products need a SKU number you can add it in that regard, I want to go back to design and really fast. I want to change the template though I don't like this. I think friendly is the most professional, click on friendly let's go with bold now was too much ink will go with modern and I know we can move our logo around little bit and put that over there estimate middle discount play around that there is no right or wrong emails. This is kind of your your stock what to say when it shows up in their email. Here's your invoice. No, let's go from click on that down to estimate dear about a ruffle number. Please review the estimate below. Feel free to contest. Contact us to give me questions. We look forward to working with you. Thanks for doing. Thanks for your business can be. Right now I am at my coffee and Danes at the subject in here useful name you got a couple more options and that's kind of just payments is over here being a show bank transfer free. I don't think you can do PayPal you can you PayPal I like that and we are going to click done and we saved it is template one so if you ever go back to estimates. Let's go on it apnea so my pin my Internet bill so ready to back to customize again and it should show up template one. There is fraud or other estimate. Soon after, keep re-creating that every single time there's an estimate or an invoice. Invoices can work the same way if you guys want a tutorial for that. Let me know that is how you create a custom estimate in QuickBooks online. Good luck with this guys will see in the next video

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