I had a look at the US site and quick books simple start lets you generate quotes, convert to invoicing etc.. does the South African version allow you to do that too.

Does quick books (SIMPLE START) SOUTH AFRICAN version lets you generate quotes, convert to invoicing etc


Hi Chris,

Thanks for your interest in choosing QuickBooks Online. 

You're able to create quotes (estimates) and convert these to invoices when using the QBO South African version. I'm here to guide you with the steps.

Here's how to create an estimate: 

  1. Click the Plus icon (+) on the Toolbar.
  2. Under Customers, select Estimate.
  3. Select a Customer. Choose a status on the drop-down under the customer's name (optional).
  4. Verify the Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Product/Service, Description, Qty, Rate, Amount, Tax, Customer message, and Discount (optional).
  6. Click Save.
Once done, you can convert it to invoice. Here's how: 
  1. Click Sales on the left menu.
  2. Select All Sales.
  3. Look for the estimate/quote.
  4. Click Create invoice.
  5. Add more details to the invoice as necessary,then select Save and close.
I've also got this article about progress invoicing: Set Up And Send Progress Invioces In QuickBooks Online.

Feel free to keep in touch if you need anything else. I'd be very glad to help you.
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IntuitMariaS , Community Support Specialist
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