Quoting with Quickbooks

Quotes do more than merely list services and prices – quotes drive sales and generate revenue. Which is why, for some businesses, quoting is integral. However, quoting can also be time-consuming and repetitive. If your sales force moans and groans when a customer needs a new quote, Flow can help you introduce QuickBooks into your workflow.

With QuickBooks, quoting is a fast, user-friendly and efficient process. You can expect quicker payments, mobile access, and time-saving automation. If you’re not sure where to start, Flow’s team of cloud accounting experts offer for unbeatable assistance.

But first, let’s take a closer look at QuickBooks’ quoting capabilities:

A closer look at quoting with QuickBooks
If you’re currently providing hand-written or verbal quotes or using outdated technology, QuickBooks might be the ideal solution for you. In QuickBooks, all of your quotes are in one location for easy access, which makes tasks like follow-up calls and sales pipeline reviews easier to manage. Your financial records update automatically too, resulting in accurate accounts. And you can even review and send quotes on the go to using QuickBooks’ mobile app, so you don’t have to wait until you get back to your office.

And it doesn’t end there. Here is a glimpse at some of QuickBooks’ additional quoting features:

  • Convert quotes into a sales orders.
  • Customise quotation templates.
  • Save valuable time by copying previous quotations for new projects.
  • Modify existing quotes for resubmission to a client.

How to create a quote on QuickBooks
In QuickBooks, creating and sending quotations is easy. Here’s how:

  1. Turn the ‘Estimates’ feature ON.
  2. Click on ‘Create Quotes’ in the Manufacturing & Wholesale menu.
  3. Enter the customer’s name.
  4. Choose a template and enter line items.
  5. Apply sales tax and class information as appropriate.

While QuickBooks is an intuitive and user-friendly platform, there is no substitute for know-how and hands-on assistance. Flow is regulated by the ICAEW and boasts over 60 years’ experience advising SMEs, which makes us a superb choice for all your cloud accounting needs. Whether your business sends one quote per week or one-hundred, Flow’s team of expert cloud accountants can help you streamline your workflow and save valuable time and money. What are you waiting for?