Customers Module

QuickBooks Estimates – Adding a Change Order

Part three on the Estimates features Adding a Change Order. Any business that does estimates like a home renovator, manufacturer or any other type will find this feature useful. You will be able to add or delete any of the changes and this feature will also give you a running total of what was done. This is actually better than creating duplicate estimates to accomplish the same task....

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Using QuickBooks Statements to Bill Customers

Are you aware that you can bill a Customer using a Statement Charge? This feature does have its limitations, but it would be helpful to you if you just want to accumulate charges before requesting payment. You might also have a customer or customers that you assess a regular monthly charge to. A Billing Statement will list the charges a Customer has accumulated over a period of time. As you...

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Recording Mileage & Invoicing of such in QuickBooks

I remember a company that had a fleet of trucks (7-8) that it used for business. The employees would pick these up from the office location and drop them off at the end of the work day. Now some of these people also took them home. This is where the problem lies with CRA (Canada Revenue Agency). Under ITA 6, the benefits associated with any non-business use of that vehicle must be included in the...

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Updating your Job Status in QuickBooks

In one of the previous segments, I showed you how to Create an Estimate and from the Estimate create an Invoice. What you also need to remember, is that everytime you change the status of your job, you need to update that also in the Customer: Job list. Previously, using the Sample Pro company file in QuickBooks, I created an estimate for Jason Cioran for 50 Mini Stanley Cups. I then added...

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QuickBooks Estimates: Multiples, Find, Creating Invoices, and Reports

Once again I am using the QuickBooks sample company for this exercise. There will be times when you may have already given an estimate to a Customer, when they will notify you to say they would like another one done with an addition or deletion of an item. Now depending on the volume of your business it may be difficult to locate. So let’s take a look on how to accomplish that. From the...

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Creating Estimates for Customers or Jobs in QuickBooks

Estimates – What are They? How to Activate Creating an Estimate Estimates maybe products or a description of work that you propose to sell to a current or possible Customer. You can create multiple estimates for a Customer or Customer:Jobs, and if a Customer accepts the estimate, you can turn it into an invoice. Once you...

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