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How to Prepare Estimates in QuickBooks Online

Mar 23, 2015 8:28:00 AM Kathy Dise QuickBooks, Small Business, Video, For Accountants

Estimates are so important to small businesses. We need them to keep our pipeline filled with new possible leads and sales. In this video, we'll show you how to eliminate the pain of estimates and get them out as quickly and efficiently as possible using QuickBooks Online.

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.