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were going to go through a high level overview of sales transactions so estimates sales orders invoices and sales receipts now if you dont see one of these on your screen on your home screen here and you feel like you do need to enable them we can go up to edit and preferences and then to desktop view and company preferences and see i can enable sales receipts here and if i want to turn on estimates if i click there itll take me down to jobs and estimates or sales orders i can click there and i can enable sales orders okay so just a high level overview starting off with a quote or an estimate this is just what it sounds like were getting information to the customer so they can make a decision okay this is a non-posting transaction it does not affect your financials at all it does not affect your inventory at all okay however an estimate is a budget for your job so quickbooks does have budgets right planning and budgeting we can set up budgets when you
