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Use this workflow if you need to send a proposal or quote to your customer that you will later turn to a sales order before you create an invoice and collect payments.
IMPORTANT: Sales Order is only available in QuickBooks Desktop Premier or Enterprise.
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This workflow contains the following steps:

1. Step 1: Create an estimate.
2. Step 2: Create a sales order.
3. Step 3: Create an invoice.
4. Step 4: Record a payment.
5. Step 5: Deposit customer payments.

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Create an estimate.

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