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Create an Estimate for QuickBooks Desktop Accounts

How to create an estimate in Method if you use QuickBooks Desktop.

Updated yesterday

An estimate can be created in Method using the Estimates App. This article will explain how to create an estimate and the different parts of the Estimates screen.

There are minor differences in creating an estimate depending on whether or not you have QuickBooks Desktop or QuickBooks Online. If you are using QuickBooks Online, please see our article Create an Estimate for QuickBooks Online Accounts.

πŸ“Œ Note: Estimates are saved as soon as you create an estimate and select a customer for that estimate, even without hitting the save button.


Estimate Details

  1. Click βŠ• New on your Estimates App or click βŠ• New Estimate in the Estimate List screen.

  2. This opens the New / Edit Estimate screen. Choose a customer or lead to associate with this estimate. This opens more fields to be filled out.

  3. The top will show the total, the customer, and on the right, the open and closed activities related to this estimate. Because this is a brand new estimate, there won't be any activities related to it yet.

  4. When you select a customer, the billing and shipping addresses for that customer will populate for the estimate. If you have multiple shipping addresses for your customer, you will have the option to choose a different ship address.

  5. Except for the Customer and the Date, the following fields are optional:

Estimate #

Created if the field is left blank, and is assigned sequentially (if the last estimate was #15, this will be #16).

Date* and Due

Today's date appears in the Date and Due fields (these can be changed manually).

Terms

Terms, synced from QuickBooks.

P.O. Number

Include a purchase order number if applicable.

Status

Track whether or not the esimate was approved via the customer portal (see Estimate Approvals.) This is not a field within QuickBooks itself.

Currency and Exchange Rate

Visible if Multicurrency is enabled. Currency cannot be changed.

Sales rep

Assign a sales rep.

Tags

Assign tags to this estimate.

Opportunity

The opportunity this estimate is linked to.

Wait for approval before syncing

Prevents the estimate from syncing to QuickBooks until a user unchecks this option and saves. If the Customer is a Lead, then the lead will automatically convert on save.

To be emailed in QuickBooks?

Flags the estimate in QuickBooks as "to be emailed"; group and email multiple estimates in QuickBooks.

To be printed in QuickBooks?

Flags the estimate in QuickBooks as "to be printed"; group and print multiple estimates in QuickBooks.

Estimate is active

This estimate appears in the Active filter of the Estimates List. Checked by default.


Estimate Line Items

Line items are added to the Estimate using the Line Items grid. Items available are taken from the Items App which is synced with your QuickBooks account. By clicking on a row, each column (other than the Amount) can be edited to fill in details for each line item.

To add QuickBooks items to this estimate, add them directly in the grid. To add more lines, select the Add Lines button.

If you are viewing on mobile, adding new items is done via a separate screen.

⚠️ Note: Line items are not saved until you save the whole estimate. If you updated the line items and log out of your session, they will not be saved in the estimate.


Estimate Total

Below the item lines grid, you will find the total as well as a few more fields to fill in:

Memo (Internal)

An internal note for yourself and other Method Users with access to this transaction. The memo is not visible to the customer.

Customer Message

Message to appear on your estimate for the customer to see (e.g. "looking forward to your business"). This dropdown is only managed within QuickBooks desktop. To change the message, find Customer Message List in QuickBooks.

Attachments

Add a file to this transaction. Attachments do not sync to QuickBooks.

Taxes

The Sales Tax synced from QuickBooks.

Customer Tax Code

The tax code assigned to the customer.

+ Add Depost

Although not shown above, selecting this link will allow you to add a deposit to the estimate. Note, this needs to be enabled in the Estimate App Preferences.

Deposit Required

Amount of deposit.

Amount / Percent

Select whether the Deposit Required is a dollar amount, or a percentage.

Trash Can icon

Click icon to remove the deposit.


Estimate Buttons

With the buttons, clicking the down arrow () will show you more options:

More Actions ():

Clear / New

Clear the form and create a new estimate.

Delete

Delete the estimate. This cannot be undone.

Make a copy

Copy the estimate.

Create ():

Create Invoice

This will create an Invoice from the estimate, copying the line items and and other transaction information.

Create Sales Order

This will create a Sales Order from the estimate, copying the line items and and other transaction information.

Create Purchase Order

Generate a Purchase Order from this estimate. Only available if user has access to the Purchase Order app. For more information, see Convert Sales Transactions to Purchase Orders.

Print

Creates a pdf file of the estimate which you can print. Ensure your pop-ups are not blocked. The pdf is created using a template chosen within the app's preferences. The PDF link created will expire within 5 to 10 minutes. You should not reference the link in any permanent document.

Send ()

Email

Email the customer a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out.

SMS

Send an SMS to customer with a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out. Only shows if SMS is enabled in your account.

Save ():

Save & New

Save the estimate and clear the form to enter in a new estimate.

Save & Back

Save the estimate and go to the previous screen.

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