We are happy to help you create your Customer Estimates in QuickBooks Online. With this service, your accountant will create customer estimates for active customers using your existing Products and Services List in QuickBooks Online. You will provide estimate details, including customer information, product, service, quantity, price and method of delivery. Your accountant will send you a notification requesting the estimate information that will show up on your client dashboard. You will be able to enter estimate information directly within the request. You can also upload information into a folder within your secure document upload portal or email it directly to your accountant. Draft estimates will be created and uploaded into the From My Accountant folder located within the document upload portal. Once approved, your accountant can email Estimates to your customers. You will be copied on all communications to your customers. If you create estimates for all of the services that you perform, this service can save you up to 8 hours of time per month.

Products and Services are Created Before Customer Estimates

Your Products and Services List must be setup before your accountant can create Customer Estimates in QuickBooks Online. We offer a one-time service to setup your products and services for you. When setting up products and services that you purchase and sell to your customers, you will need to map items that you sell to an income account, and items that you purchase to a cost of goods sold account. Please see example screenshot below.

Product and Service Item

Estimates Can Be Converted into Multiple Customer Invoices

Please note that approved Customer Estimates can easily be converted into customer invoices in QuickBooks Online. We also offer monthly services for Customer Invoicing. Creating customer invoices from estimates is straight-forward and can serve as a customer sales order. Note that you can also create a purchase order from an estimate, which is an excellent time saver if you purchase the products or services that you sell to your customers. With progress invoicing, you can create multiple customer invoices from a single estimate.

Estimate Progress Invoicing

Your Accountant will Create Monthly Estimate Status Reports

With this service, your accountant will create and provide you with monthly Estimate Status Reports. This report will include the estimate dates, estimate numbers, invoice numbers, amounts, and the current status of estimates of either pending, accepted, closed or rejected. There are additional fields that can be added to this report upon request. Your accountant will upload this report into the From My Accountant folder located within the document upload portal. Estimates can updated upon request with this monthly service.

Estimate Report
Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.