Overview
There may be times when you need to revisit an estimate after it has been created. Whether you're adjusting a due date, correcting pricing details, or doing similar work, Quicken Business & Personal provides tools to help you manage existing estimates.
This article explains how to manage estimates after they've been created and sent.
Note: If you need assistance creating a new estimate, see Create and Send Estimates in the Quicken Business and Personal Mobile App.
Generate Invoices from Estimates
You can easily generate an Invoice from an Estimate, making it easier than ever to invoice your clients.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Locate the Estimate you want to use to generate an Invoice and tap it.
Select Generate Invoice.
To learn more about invoicing, see Creating and Sending Invoices in Quicken Business & Personal Mobile App.
Edit an Estimate
Whether you need to update dates, adjust items, or fix a client detail, Quicken Business & Personal makes it easy to edit your invoice so everything stays accurate.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Locate the estimate you want to edit and tap on it.
Select View Estimate.
Tap the blue Edit tab on the right.
Make the desired changes to the estimate.
Tap Update at the bottom.
Note: If you make changes to a previously sent estimate, you might want to resend it.
Delete an Estimate
To delete an Estimate, follow the steps below.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Locate the estimate you want to delete and tap it.
Select Delete Estimate.
Tap Delete to confirm.
Duplicate an Estimate
By duplicating an estimate, you can easily generate a new one that retains the same business, client, or project, items, and total, simply with the click of a button!
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Locate the Estimate you want to duplicate and tap on it.
Tap Duplicate estimate.
Confirm the information and make any edits as needed.
Tap Update at the bottom to save the Estimate, or Send To... to send the corrected Estimate to the client.
If you're looking for steps specific to the web app, please see our article Manage Existing Estimates in Quicken Business and Personal.
If you have any questions or need help managing estimates in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.