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Create Estimates Without Adding a New Customer in QuickBooks

How to Create QuickBooks Estimates for Leads

A reader wrote to ask how to manage estimates for potential customers. He doesn't want to add a customer in QuickBooks unless the estimate is accepted and the potential customer becomes a real customer.

Create a customer named Potential Customer (or use some other name that indicates the status of this not-yet-a-customer). Use this customer for these estimates. When you create the estimate, fill in the potential customer's name and address in the Address Field to track this potential customer. QuickBooks will ask if you want to change the Address Information for this generic customer; click No.

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