qbo_estimates_create
Generate a new customer estimate in QuickBooks Online with itemized lines, date, status, and optional notes.
Instructions
Create a new Estimate record in QuickBooks Online.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Line | Yes | Quote lines: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef, Qty, UnitPrice}}. | |
| TxnDate | No | Estimate date (YYYY-MM-DD) | |
| BillEmail | No | Email address, e.g. {"Address": "customer@example.com"} | |
| DocNumber | No | Estimate number | |
| TxnStatus | No | Status: "Pending", "Accepted", "Rejected", or "Closed" | |
| AcceptedBy | No | Name of the customer contact who accepted | |
| CustomerRef | Yes | Customer being quoted, e.g. {"value": "123"} | |
| PrivateNote | No | Private internal note | |
| AcceptedDate | No | Acceptance date | |
| CustomerMemo | No | Memo visible to customer, e.g. {"value": "Thank you"} | |
| ExpirationDate | No | Expiration date |