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before we start recording the events between you and your client we have to discuss start-up documents startup documents are things like estimates proposals and quotes most people understand all three are the same thing with a different name and for the most part they are proposals and quotes sometimes are used as documents that we give to the client while were negotiating then after we finish negotiating we then make a main estimate and that estimate is the document that we follow during the contract when we have a contract with a client the details of the contract are on the estimate or the document that you could call the main job estimate proposals quotes and estimates are physically the same document with a different name they are simply a different template they are not transactions lets take a look if were here in QuickBooks we can click from the main menu customers create estimates and a document opens up that has the word estimate on it you c
