estimates

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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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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Getting Started with QuickBooks Training – Part Two

Getting Started with QuickBooks Training – Part Two

  You now have a company file, and are sitting at the Home page of QuickBooks. Take a long look at this page and familiarize yourself with it, because this is where you will always come back to if you get lost. Above the Home page you will also see an icon bar and above that, a grey line bar that starts with File. This is called the menu bar. The menu bar has many of the same commands...

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