Managing an "estimate" with No Accountant

By providing accurate data to your accountant on a timely basis, you will receive better advice when you really need it. Whether it's a cost-saving opportunity or an opportunity to avoid a mistake, the sooner the better.

The No Accountant team specializes in the quick updating of your books, even if you are years behind. Our team also collaborates with tax lawyers and tax resolution specialists, such as Short Financial, who can help you navigate your entire tax debt settlement process.

Also, once you have settled your tax obligations, No Accounting can continue to complete your monthly accounting, so that outdated books become a thing of the past.

Setting up an estimate is a simple process in No Accountant. In No Accountant, you can also add an estimate to an invoice or create an invoice from an estimate once the job has been delivered. And you are willing to charge your customer to check the status of the estimate to track it and also delete the estimate when it is no longer required. Learn more by following the step-by-step directions:

The estimation format is similar to the invoice format, but this is not an actual transaction. The estimation will not affect the customer's balance or will not be considered a sale. When you convert an estimate into an invoice and save it, it is reflected as a sell amount and also affects a customer's balance.

The No Accountant platform gives you monthly financial statements and spending insights to keep you in control of your money. Visual reports at a glance help you get an overview and give you actionable insights to help you grow your business. You'll never find yourself in the dark again.