You can create an estimate in QuickBooks by adding the labor items and products in a service order.
Create New Estimate
In Service Order Explorer, click Estimate > Create in the QuickBooks section of the ribbon.
You will see the Create Estimate from Service Order form.
Select/Create Customer:Job
You can select an existing customer or Customer:Job from QuickBooks if they already exist.
You can also create a new Customer:Job or just a new job (if the customer already exists in QuickBooks) via the New Customer button and the New Job button.
Check out this article for more details about creating a new Customer:Job.
If notes have been entered for the service order, you can choose to include these on the estimate.
Assign QuickBooks Item Numbers
Your QuickBooks Settings determine how your QuickBooks items will be created.
If any items in the estimate are not assigned to QuickBooks items, you must do this before transferring the estimate to QuickBooks.
If you click the Create Estimate button before doing this, you will be prompted to create new QuickBooks items for all necessary Items.
If you would rather map the items to existing QuickBooks items, click the Map button.
Click the Create Estimate button.
If all items have not been assigned QuickBooks item numbers, you will get the following prompt. You must create or map all items before pushing the estimate to QuickBooks.
Check out this article for more details.
Once all items have been assigned to QuickBooks items, the estimate will export to QuickBooks, and you will get a confirmation.
If you want to create an estimate when in the Service Order Editor, click Estimate > Clear in the QuickBooks section of the ribbon.
Add Items to the Existing Estimate
You can also add any items to an existing QuickBooks estimate, rather than creating a new QuickBooks estimate, if the need arises.
To add items to an existing estimate:
In Service Order Explorer or Service Order Editor, click Estimate > Add to Existing in the QuickBooks section of the ribbon.
This will open a form allowing you to enter any existing estimate in QuickBooks.
Create Multiple Estimates
If you have added more items to a service order and want to push these to QuickBooks, you have two options:
Add them to the existing estimate and overwrite the estimate. See the Add to the Existing Estimate section above for more details.
Create another estimate with the additional items in the service order.
To create the second estimate:
From Service Order Explorer or from within a service order itself, click the Create Estimate button in the QuickBooks section of the ribbon.
Refer to the Create New Estimate section for the steps to create the estimate.
In the Create Estimate from Service Order form, you will see only the additional items listed under the Items tab. The new estimate created in QuickBooks will contain only the additional items.
You can create multiple estimates for a single service order.
The following is a screenshot of 3 estimates created for the same service order.
The numbers of all the estimates are displayed in the "Accounting Estimate Numbers" column in Service Order Explorer.
Clear Estimate(s)
Click Estimate > Clear when in the Service Order Explorer to clear existing estimate(s) from an SI service order. You should do this if you wish to modify the service order and then push over a new estimate to QuickBooks.
In the modal, select the estimate(s) you wish to clear and click the Clear button.
You will then be prompted whether to delete the estimate(s) from QuickBooks as well.
Click Yes.
If you want to clear an estimate when in the Service Order Editor, click Estimate > Clear.
