QuickBooks Online: Create Estimates & Invoices

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[damon-burton]

Great tutorial. This clear breakdown of creating estimates and invoices in QuickBooks Online is super helpful. I especially appreciated the distinction between the two. One question: Can you elaborate on how to handle partial payments or deposits on invoices? That would be a valuable addition to the video. Keep up it.

[junaidahmed]

Thanks for valuebale videos can you please make comprehensive video on fixed assets workflow

[trushar]

Hector, love all your videos, thanks. I am transitioning from OBD-Premier to QBO-Plus, we are a distributor of equimpment and use the work-flow as Estimates -> to -> Sales Orders -> once all items ships ->Create invoice. now the QBO has a tab for Sales orders but has no option to convert Estimate to SO like it does in QBD, any work around or solution, you can suggest?

[sevilozcelik-qn]

Hello Hector
is there any way I can fine the emails what I sent the customers with QB Destop

[rafaelCastillo-bwtm]

Hello, I saw your video about the QuickBooks ProAdvisor Program for Accountants. I tried to register, but it asks me for a company. However, I don’t have a company; I want to use this system to practice. Is it safe to put a made-up hypothetical company?

[wallye]

Crazy question? Whom owns the data entered in quickbooks online? Can my clients info be shared? It is becoming asked more by my clients re:the crm system and website I have set up to collect customers info. They want to make sure info not shared…

[sankhuya]

Basically when the client accepted estimates, and you tell the system that estimate is accepted, that estimate converted into the invoice. Now here is the catch in QB. It takes the sum of estimate + invoice. Which is not right.

[sankhuya]

Estimates and invoices have bugs in it. When you generate report, for a client that has multiple estimates and invoices, the report takes both amount of estimate+invoices. Thus making the total twice which is not correct.

[sankhuya]

Another feedback is that terminology. Don't say estimate, Pls say proforma invoice. But I don't understand the system doesn't have option for it. Basically proforma invoice is the right term, here in Africa.