Create an estimate

The customer or customer-job associated with this estimate.

The estimate's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. A class defined here is automatically used in this estimate's line items unless overridden at the line item level.

The predefined template in QuickBooks that determines the layout and formatting for this estimate when printed or displayed.

The date of this estimate, in ISO 8601 format (YYYY-MM-DD).

The case-sensitive user-defined reference number for this estimate, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. When left blank in this create request, this field will be left blank in QuickBooks (i.e., it does not auto-increment).

Maximum length: 11 characters.

Indicates whether this estimate is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to true.

The customer's Purchase Order (PO) number associated with this estimate. This field is often used to cross-reference the estimate with the customer's purchasing system.

Maximum length: 25 characters.

The estimate's payment terms, defining when payment is due and any applicable discounts.

The date by which this estimate must be paid, in ISO 8601 format (YYYY-MM-DD).

The estimate's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks.

The origin location from where the product associated with this estimate is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications.

Maximum length: 13 characters.

The sales-tax item used to calculate the actual tax amount for this estimate's transactions by applying a specific tax rate collected for a single tax agency. Unlike salesTaxCode, which only indicates general taxability, this field drives the actual tax calculation and reporting.

A memo or note for this estimate that appears in reports, but not on the estimate. Use customerMessage to add a note to this estimate.

The message to display to the customer on the estimate.

Indicates whether this estimate is included in the queue of documents for QuickBooks to email to the customer.

The sales-tax code for this estimate, determining whether it is taxable or non-taxable. This can be overridden at the transaction-line level.

Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks Desktop. If QuickBooks Desktop is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it assigns the default non-taxable sales-tax code configured in the company file to all sales.

A built-in custom field for additional information specific to this estimate. Unlike the user-defined fields in the customFields array, this is a standard QuickBooks field that exists for all estimates for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike otherCustomField1 and otherCustomField2, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI.

The market exchange rate between this estimate's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency).

A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation.

IMPORTANT: This field must be formatted as a valid GUID; otherwise, QuickBooks will return an error.

The unique identifier assigned by QuickBooks to this estimate. This ID is unique across all transaction types.

The type of object. This value is always "qbd_estimate".

The date and time when this estimate was created, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer.

The date and time when this estimate was last updated, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer.

The current QuickBooks-assigned revision number of this estimate object, which changes each time the object is modified. When updating this object, you must provide the most recent revisionNumber to ensure you're working with the latest data; otherwise, the update will return an error.

The date of this estimate, in ISO 8601 format (YYYY-MM-DD).

The case-sensitive user-defined reference number for this estimate, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user.

Indicates whether this estimate is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to true.

The customer's Purchase Order (PO) number associated with this estimate. This field is often used to cross-reference the estimate with the customer's purchasing system.

The date by which this estimate must be paid, in ISO 8601 format (YYYY-MM-DD).

The origin location from where the product associated with this estimate is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications.

The subtotal of this estimate, which is the sum of all estimate lines before taxes and payments are applied, represented as a decimal string.

The sales tax percentage applied to this estimate, represented as a decimal string.

The total amount of sales tax charged for this estimate, represented as a decimal string.

The total monetary amount of this estimate, equivalent to the sum of the amounts in lines and lineGroups, represented as a decimal string.

The market exchange rate between this estimate's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency).

The total monetary amount of this estimate converted to the home currency of the QuickBooks company file. Represented as a decimal string.

A memo or note for this estimate that appears in reports, but not on the estimate. Use customerMessage to add a note to this estimate.

Indicates whether this estimate is included in the queue of documents for QuickBooks to email to the customer.

A built-in custom field for additional information specific to this estimate. Unlike the user-defined fields in the customFields array, this is a standard QuickBooks field that exists for all estimates for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike otherCustomField1 and otherCustomField2, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI.

A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation.