That is a big job and that is the projected. So, we should be done by the 31st of January, let's say. We will start on the 10th of January, and we will project it after. We are going to give them that estimate, and it will be pending. 0211īut, under Job Status, you could see where we can actually put in a variety of statuses- Awarded, In progress, Closed or Not Awarded. Now, we have not gotten the job yet, but we are trying to get it, so we are going to say it is a pending job. This is where we are going to put additional information for this job.
We put in that information, but notice the tabs, the far right tab is Job Information.
How is that? So, we add in the name Kitchen Remodel. 0166Īnd We will say Remodel or Kitchen Remodel. It will bring up the Add job window for us, and we can put in a new name for that. So, under New Customer and Job, we are going to click on, Add job. Under New Customer and Job is where we want to add the new job there. So, once we highlight that customer that we want to add a job to, we can say New Transactions. Well, we are going to create a new job for that, so in order to create a new job, under the Customer Center, we can say there is New Transaction. So, we find this new person, and we are going to be doing a remodel of a kitchen, so what do we want to do? 0138 When we have the Customer Center opened, we are going to go down to an existing customer, let's say Paula Easley. The first thing we will do is we will click on either from the Icon bar, the Customer Center or from Customers on the Menu bar, we can say Customer Center. So, how do we do that? We want to go to our Customer Center. So, we are going to do an estimate, and we want to give this new customer or a new job rather to an existing customer an estimate for that new kitchen. This business is a construction company, and let’s say we are giving an estimate on a remodel of a kitchen, let's say. So that when we get a new job or an estimate that we have a possible or potential customer.
QUICKBOOKS PROGRESS INVOICING HOW TO
Now, the first thing that we are going to do is we are going to show you how to create a new job, 0086 So, that is how we turn on the Estimates and Progress Invoicing feature of QuickBooks. So, we can set all these up for us but make sure that we say yes to these two questions, and then, we hit OK. We can make sure that it says a warning about duplicate estimate numbers and Do not print items that have zero amounts, etc. 0054Īnd we are going to say Yes to both of those. You want to make sure you say Yes Do you progress invoice. You want to make sure you say Yes to Do you create estimates. There is no My Preferences, but under Company Preferences, you want to make sure that, that is turned on. 0033Īnd down here, in about the middle of the screen to the left, we will see Jobs and Estimates. From the Menu screen, we will say Edit and Preferences. So, when you go into your QuickBooks, you want to go to your Preference field, and how do we get to Preferences? 0027 0019Īnd we want to make sure that, that is turned on for you. So, the first thing we are going to do is we are going to show you how to turn on the estimates and progress invoicing in QuickBooks. 0007Īnd that is getting new customers and invoicing them for your products and services. Today, we are going to go ahead and show you one of the most vital things that you can use in QuickBooks. This is QuickBooks lesson: estimates and progress invoicing. Section 11: Customizing Forms & Writing QuickBooks LettersĬustomizing Forms and Writing QuickBooks Letters Receiving Payments & Making Deposits, Part 2Īnalyzing Financial Data: Create & Customize Preset ReportsĪnalyzing Financial Data: Printing, Exporting, and Quickinsight Graphs Receiving Payments & Making Deposits, Part 1 Using Other Accounts: Assets & Liabilities QuickBooks (How-To Guide) Section 1: Introduction
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