How to create Quickbook estimates?

  • James Cooper
    Asked on September 6, 2024 at 9:20 AM

    It would be great if it was able to create estimates also.

  • Ronald JotForm Support
    Replied on September 6, 2024 at 9:43 AM

    Hi James,

    Thanks for reaching out to Jotform Support. Can you explain a bit more about what you're looking, so I can get a better idea on how to help you? Also, Can you send me the link to your form so I can take a look at it for you? In the meantime, I've found a forum on this link about Quickbooks and Estimates that can help on what you're looking for.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

  • g28machining_mike
    Replied on September 6, 2024 at 10:02 AM

    That article show how to create an invoice. I need it to create estimates.

  • Mary Eden JotForm Support
    Replied on September 6, 2024 at 10:26 AM

    Hello James,

    I understand your request, but I’ll need a bit of time to look into its possibility. I’ll get back to you as soon as I can.

    Thanks for your patience and understanding, we appreciate it.


  • Mary Eden JotForm Support
    Replied on September 6, 2024 at 10:59 AM

    Hello James,

    As per checking, if you intend to implement the Quickbooks Estimate, you can directly use the Zap available at Zapier as this template isn't available at Jotform yet. Let me show you how it's done:

    1. First, make sure to sign in or sign up for a Zapier account.

    2. Click on the Create button on the upper left side of your screen, then choose Zap.

    How to create Quickbook estimates? Image 1 Screenshot 30

    3. Use Copilot in Zapier to create a Zap that automates your workflow. Simply log in to your Jotform and QuickBooks accounts, and once setup is completed, publish the Zap.

    How to create Quickbook estimates? Image 2 Screenshot 41

    I found a guide about How to Create a Zap with Zapier that you can check out.

    Reach out again if there’s anything else we can help you with.