# email-to-estimate-invoice

> Claude/Codex skill by [@intuit](https://omgskills.com/library/intuit/index.md) · 0 stars · Updated 2026-09-16

Turn a customer email thread into a ready-to-send QuickBooks estimate or invoice. Use when the user asks to "create an invoice from my email thread", "draft an estimate based on what I quoted this customer over email", "bill this customer for the work we discussed and send it to them", "turn this email into an invoice", "make an estimate from this thread", or wants to go from an email conversation to a QuickBooks sales document without re-keying line items.

## Install

```sh
git clone https://github.com/intuit/quickbooks-claude-plugin /tmp/quickbooks-claude-plugin && ln -s /tmp/quickbooks-claude-plugin/skills/email-to-estimate-invoice ~/.claude/skills/email-to-estimate-invoice
```

## From README

Email to Estimate or Invoice Goal Turn a customer email thread into a clean, accurate QuickBooks estimate or invoice by reading the thread through the user's installed email connector, extracting scope/quantities/pricing, resolving the customer and products in QuickBooks, drafting the document, and sending only after explicit user approval. Default assumptions Treat "my customer", "this client", and "them" as the counterparty named or implied in the email thread. Before reading anything, see if the user has an email connector available to read emails (like Gmail or Outlook). Use whichever connector is installed - native Gmail, Outlook, Microsoft 365, IMAP, or a third-party connector such as Pipedream-hosted Gmail. Never hardcode a single provider, never require Gmail specifically, and phrase actions to the user as "read the email thread" or "use your email connector". If the user names a customer or thread subject, use that to locate the right conversation.

## Links

- HTML page: https://omgskills.com/library/intuit/quickbooks-claude-plugin/skills/email-to-estimate-invoice/
- GitHub: https://github.com/intuit/quickbooks-claude-plugin
- Author: [@intuit](https://omgskills.com/library/intuit/index.md)

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