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 Quicken Business & Personal.
Generate Invoices from Estimates
You can easily generate an Invoice from an estimate, making it easier than ever to invoice your clients.
Hover over the left panel and click Sales & Billing, and then select Estimates.
Locate the estimate you want to use to generate an invoice.
Click the three-dot icon on its far right.
Click Generate Invoice.
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 estimate so everything stays accurate.
Hover over the left panel and click Sales & Billing.
Select Estimates.
Locate the estimate you want to edit.
Click the three-dot icon on its far right.
Click View Estimate.
Click on the Edit tab at the top.
Make the desired changes to the estimate.
Click Save at the top.
Delete an Estimate
To delete an estimate, follow the steps below.
Hover over the left panel and click Sales & Billing.
Select Estimates.
Locate the estimate you want to delete.
Click the three-dot icon on its far right
Click Delete estimate.
Click Delete Estimate to confirm.
Duplicate an Estimate
By duplicating an estimate, you can easily generate a new one that retains the same business, client, project, items, and total with a click of a button!
Hover over the left panel and click Sales & Billing.
Select Estimates.
Locate the estimate you want to duplicate.
Click the three-dot icon on its far right.
Click Duplicate estimate.
Confirm the information and make any edits as needed.
Click Save at the top to save the estimate.
If you're looking for steps specific to the mobile app, please see our article on Managing Existing Estimates in the Quicken Business & Personal Mobile App.
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 clicking on the blue messenger icon in the bottom-right corner of the screen.