{"id":24122,"date":"2023-05-29T17:01:49","date_gmt":"2023-05-29T21:01:49","guid":{"rendered":"https:\/\/www.method.me\/?p=24122"},"modified":"2026-03-10T11:06:39","modified_gmt":"2026-03-10T15:06:39","slug":"quickbooks-estimate-template","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/quickbooks-estimate-template\/","title":{"rendered":"How to create a personalized QuickBooks estimate template"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Many businesses use <a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">QuickBooks<\/a> to manage their accounting, but few take full advantage of its features. Especially, when it comes to creating a QuickBooks estimate template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are a few reasons why QuickBooks quote templates are worth your time:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">An accurate estimate sets the foundation for a transparent and trusting customer relationship.<\/li>\n\n\n\n<li class=\"\">Templates keep your brand standard intact.&nbsp;<\/li>\n\n\n\n<li class=\"\">&nbsp;You save valuable time with repeatable accounting processes.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Read on to learn how to get the most out of your QuickBooks estimates.<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-sick-of-missing-invoices-and-other-data-in-quickbooks\">Sick of missing invoices and other data in QuickBooks?<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content qb1b\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/quickbooks-crm\/?utm_campaign=2024ctas&amp;utm_term=cta-banner1b\"> See Method&#8217;s two-way sync <\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-estimates-in-quickbooks\">How to create estimates in QuickBooks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/features\/estimates\/\">Estimates<\/a> or quotes are as crucial for most businesses as invoices are. They give your clients a clear idea of the costs associated with your services or products.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"1345\" height=\"653\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/image-6.png\" alt=\"Screenshot of a QuickBooks estimate.\" class=\"wp-image-24123 lazyload\" style=\"--smush-placeholder-width: 1345px; --smush-placeholder-aspect-ratio: 1345\/653;width:1200px\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/image-6.png 1345w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/image-6-768x373.png 768w\" data-sizes=\"(max-width: 1345px) 100vw, 1345px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: <\/em><a href=\"https:\/\/quickbooks.intuit.com\/in\/resources\/product-update\/create-estimate-bids-quotes-easily-in-quickbooks-online\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Intuit<\/em><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To <a href=\"https:\/\/www.method.me\/blog\/how-to-create-an-estimate-on-quickbooks-online\/\">create estimates<\/a> in QuickBooks:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Click the Plus Menu and select &#8220;Estimates&#8221;.<\/li>\n\n\n\n<li class=\"\">Fill out the prospective customer&#8217;s details or select a name from the existing customer list.<\/li>\n\n\n\n<li class=\"\">Enter the items for the products or services you will provide. You can add new items by selecting &#8220;Add&#8221; in the drop-down menu.<\/li>\n\n\n\n<li class=\"\">Enter the Quantity, Rate, and Amount for each item you add.<\/li>\n\n\n\n<li class=\"\">Select &#8220;Save and Send&#8221; once you&#8217;ve reviewed the estimate to email it to your prospective customer.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">You can also include specific line items, such as site work or material costs, by customizing your QuickBooks estimate template. Let&#8217;s learn how to make this possible.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-i-create-an-estimate-form-template-that-includes-specific-line-items\">Can I create an estimate form template that includes specific line items?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Adding specific line items to your QuickBooks quote templates helps to clarify what your clients are paying for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you offer products, services, or a combination of both, itemization allows for clear communication and transparency, vital in building trust with your clients.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"1447\" height=\"863\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/import-form-style.jpg\" alt=\"Screenshot of a QuickBooks &quot;Import form style&quot; window.\" class=\"wp-image-24124 lazyload\" style=\"--smush-placeholder-width: 1447px; --smush-placeholder-aspect-ratio: 1447\/863;width:1200px\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/import-form-style.jpg 1447w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/import-form-style-768x458.jpg 768w\" data-sizes=\"(max-width: 1447px) 100vw, 1447px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: <\/em><a href=\"https:\/\/quickbooks.intuit.com\/learn-support\/en-us\/other-questions\/import-form-style-white-screen\/00\/564330\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Intuit<\/em><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To include line items in your estimate template (also known as a form):<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Navigate to &#8220;Sales&#8221; and select &#8220;Estimates&#8221;.<\/li>\n\n\n\n<li class=\"\">Click<strong> &#8220;<\/strong>Create estimate&#8221; to create a new QuickBooks estimate template. To edit an existing form, select an estimate from the list and click &#8220;View\/Edit&#8221;.<\/li>\n\n\n\n<li class=\"\">Select &#8220;Manage&#8221; to add or remove line items.<\/li>\n\n\n\n<li class=\"\">In the side panel, select &#8220;Estimate settings&#8221;.<\/li>\n\n\n\n<li class=\"\">Click the drop-down menu for each section to view customization options.&nbsp;<\/li>\n\n\n\n<li class=\"\">Toggle the switches on or off to choose what to display on your template.<\/li>\n\n\n\n<li class=\"\">When you finish customizing, click &#8220;Save&#8221;.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-s-next-convert-estimates-in-quickbooks-to-an-invoice\">What&#8217;s next? Convert estimates in QuickBooks to an invoice<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you&#8217;ve created and sent an estimate to your client, the next step is to get approval from your customer. After that it\u2019s time to convert your estimate into an invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you requested a deposit on your estimate, QuickBooks will automatically convert the estimate to an invoice once your customer pays said deposit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When it comes to manually converting <a href=\"https:\/\/method.me\/blog\/quickbooks-desktop-invoice-templates\">estimates in QuickBooks<\/a> to invoices, it\u2019s as simple as a few clicks. Here\u2019s how:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Navigate to &#8220;Sales&#8221; and select &#8220;All sales&#8221;.<\/li>\n\n\n\n<li class=\"\">Find the estimate you wish to convert.<\/li>\n\n\n\n<li class=\"\">If the status shows &#8220;Declined&#8221;, you need to update it to &#8220;Pending&#8221; or &#8220;Accepted&#8221;.<\/li>\n\n\n\n<li class=\"\">Select &#8220;Convert to invoice&#8221; in the Action column.<\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/method.me\/blog\/how-to-change-invoice-template-in-quickbooks\">Update your invoice<\/a> as needed before clicking &#8220;Save&#8221;.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">In addition to saving you time and reducing the risk of errors, converting estimates in QuickBooks helps maintain a clear transaction record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But what if you could take your QuickBooks estimate template to the next level?<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-get-everything-you-need-to-run-your-business-in-one-place\">Get everything you need to run your business in one place.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta5\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-demo\/?utm_campaign=2024ctas&amp;utm_term=cta-banner-mofu5\">See what&#8217;s possible<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-enhance-your-quickbooks-estimate-templates-with-method\">Enhance your QuickBooks estimate templates with Method<\/h2>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913433287?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Win more business with a QuickBooks CRM\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method<\/a> is the #1 estimate software for QuickBooks users looking to simplify <a href=\"https:\/\/method.me\/features\/estimates\">estimate creation and management<\/a>. It lets your sales teams create estimates easily without accessing your accounting software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not to mention that Method&#8217;s instant two-way QuickBooks sync automatically records every sale you close and payment you collect, which:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Eliminates the need for double data entry.<\/li>\n\n\n\n<li class=\"\">Empowers your team with the data they need to do their best work.<\/li>\n\n\n\n<li class=\"\">Keeps your QuickBooks file clean and secure.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With Method, you can personalize your&nbsp; QuickBooks quote templates by adding as many custom fields and information as you want.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can even collect e-signatures on documents that require approvals similar to what\u2019s pictured below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"650\" height=\"475\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature.png\" alt=\"Overview of Method CRM's digital signature modal.\" class=\"wp-image-17331 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature.png 650w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature-300x219.png 300w\" data-sizes=\"(max-width: 650px) 100vw, 650px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 650px; --smush-placeholder-aspect-ratio: 650\/475;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The best part? You can fully customize Method with no-code, drag-and-drop tools to suit your business&#8217;s unique needs and automate your key workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By automating your estimate process with Method, you elevate your customer service and customer journey. If you\u2019re not already a <a href=\"https:\/\/www.method.me\/\">Method<\/a> user, you can start your <a href=\"https:\/\/signup.method.me\/methodcrm?source=blog\">free trial<\/a> today!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quickbooks-estimate-template-faqs\">QuickBooks estimate template FAQs<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-small-business-quote\">What is a small business quote?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A small business quote, or estimate, provides a detailed cost breakdown for a job or project before it commences. It typically outlines labor, materials, and other costs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-should-you-send-business-quotes\">Why should you send business quotes?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sending quotes is a crucial step in your transaction processes. Quotes provide customers with a clear understanding of what they&#8217;re paying for and establish trust between you and your clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A detailed quote demonstrates professionalism and sets you apart from competitors who may not provide as comprehensive a service.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In some cases, quotes serve as a legal agreement between you and your customer, outlining what is expected from both parties.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">QuickBooks gets you started, but Method helps you grow. Start your <a href=\"https:\/\/signup.method.me\/methodcrm?source=blog\">free trial<\/a> today!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: katemangostar via <\/em><a href=\"https:\/\/www.freepik.com\/free-photo\/successful-businessman-using-touchpad-office_1027138.htm?query=digital%20document#from_view=detail_alsolike\" target=\"_blank\" rel=\"noreferrer noopener\"><em>freepik<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Looking to receive your due payments more reliably? Read on to learn how to create the perfect personalized QuickBooks estimate template.<\/p>\n","protected":false},"author":43,"featured_media":24125,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[39],"tags":[],"class_list":["post-24122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Best QuickBooks Estimate Template &#8212; Method<\/title>\n<meta name=\"description\" content=\"Find out how you can save time and streamline your operations by creating your perfect QuickBooks estimate template.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/quickbooks-estimate-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create a personalized QuickBooks estimate template &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Find out how you can save time and streamline your operations by creating your perfect QuickBooks estimate template.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/quickbooks-estimate-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2023-05-29T21:01:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-10T15:06:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/05\/tablet-w-Method-esignature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Filipa Alves\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Filipa Alves\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"18 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/\"},\"author\":{\"name\":\"Filipa Alves\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/8a7e31e3362fe64d721c927dffbd65b2\"},\"headline\":\"How to create a personalized QuickBooks estimate template\",\"datePublished\":\"2023-05-29T21:01:49+00:00\",\"dateModified\":\"2026-03-10T15:06:39+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/\"},\"wordCount\":859,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2023\\\/05\\\/tablet-w-Method-esignature.jpg\",\"articleSection\":[\"QuickBooks\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/quickbooks-estimate-template\\\/\",\"name\":\"The Best QuickBooks Estimate Template &#8212; 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