Login to Quickbooks Quickbooks Website Click the following link to open Quickbooks online website. https://quickbooks.intuit.com Login Page Click “Sign in” Choose “QuickBooks Online” Email and Password Enter your Email or User ID Check “I’m not a robot” Enter your password If asked, confirm your account with either a text message or email code Create Quote/Estimate for customers Create Estimate Click “+ New” Under CUSTOMERS, choose Estimate Add/Pick Customer Enter the Customer’s name. If it doesn’t already exist, click “+ Add New” Customer Information Fill out the “First name”, “Last name”, and how you want to display the customer’s name Fill out the email field and any other information you can add Click “Save” Pick or Add products/Services Enter the Customer’s preferred email Choose the finished product if it exists or “Add new finished” Add Non-inventory products/Services Choose Non-inventory Add products/Services information Enter the finished product’s name. Finished Large Hoodie with Vinyl – 1 Color SKU Ex: FIN-HOODIE-L-1-VINYL Add a description Set the price in the “Sales price/rate” Adjust quantity or rate Enter the item quantity. Enter the item rate (price per item). Save your changes and send the estimate. Preview and Send Email Enter a subject for the email. Enter a body for the email. Explain what the estimate is for! Send the estimate. Convert Estimate to Invoice/Pledge Find Estimate Hover over “Sales” on the sidebar. Click “Estimates” to view the estimates you’ve made. Convert to Invoice/Pledge Click the arrow next to “Send” for the estimate you want to convert. Click “Convert to invoice”. Save and Send Invoice/Pledge To print the invoice preview what it will look like, click “Print or Preview”. “Print or Preview” lets you print the invoice. Click “Print packing slip” to print a packing slip for the invoice, or “Save and send” to send the invoice. Create Invoice/Pledge without Estimate Create Invoice/Pledge Click “+ New” Under CUSTOMERS, choose Estimate Save and Send Invoice/Pledge Choose the customer from the dropdown Choose your Product/Service Click “Save and send” Confirm Payment From Invoice/Pledge Find Invoice/Pledge In the menu, hover over “Sales” Choose “Pledges” Find the Pledge and Click “Receive Payment” Confirm Payment Choose the Payment method Click “Save and close” Create Purchase Order Find Purchase Order Click “+ New” Under VENDORS, choose “Purchase order” Find Purchase Order Choose a vendor Choose your Products/Service Update the quantity Save and Send Purchase Order Click the arrow for more options Choose “Save and send”