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1. Sign in to the QuickBooks company file as Admin.
2. From the QuickBooks Edit menu, select Preferences.
3. On the left pane, choose Jobs & Estimates then go to the Company Preferences tab.
4. Select Yes to the question "Do you create estimates?"
5. Click OK.

Workflow: Estimate - Sales Order - Invoice - Payment – Deposit.

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.

1. From the QuickBooks Home screen or on the Customers menu, select Estimates / Create Estimates.
2. On the Customer: Job drop-down, select a customer or customer job. If the customer or job is not on the list yet, you can click Add New.
3. Fill in the relevant information at the top of the form like the Date and Estimate/Quote #.
4. In the detail area, select the item(s) you propose to do or include as a sale.

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