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QuickBooks
Online Manual
Estimates
Note:
The "Estimates" feature needs to have been turned
on QuickBooks to perform this function.
Creating
an Estimate
| 1. |
From the "Customer" menu, choose "Create Estimates".
 For
QuickBooks 1999:
From The "Activities" Menu, Choose "Create Estimates".
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| 2. |
Enter the name of the customer or job in the "Customer:Job"
field. You may either begin to type the name,
or use the drop-down list to choose the name |
| 3. |
If class tracking is turned on in your company,
enter the class information if you want to track
this estimate by location, subsidiary, group,
etc in the "Class" field. |
| 4. |
Select a template for the estimate in the "Template"
field |
| 5. |
Enter the line items in the columns at the bottom
of the template. You should enter them the same
way you would enter the line items on an invoice
(for detailed instructions refer to "Creating
Invoices" in this instruction book) |
| 6. |
Apply sales tax (if applicable) and click the
customer is taxable if not checked. |
| 7. |
Click "Print" to print the estimate. |
| 8. |
Click "Next" or "Save & New" if you would like
to enter another estimate, click "Save & Close"
or "OK" if you are finished creating estimates.
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Creating
More than One Estimate for a Job
QuickBooks
Pro allows only one estimate per job. If you want to
prepare several estimates for a customer, here's a way
to get around the one estimate per job limit:
| 1. |
Set up a separate job for each estimate you want
to write. Name the jobs so that it is clear the
jobs are all variants of the same job. For example,
"Kitchen Remodel 1," "Kitchen Remodel 2," etc. |
| 2. |
Write an estimate for the first job, the second
job, etc., filling out the fields according to
the instructions above. Print each estimate to
give to your customer. |
| 3. |
When the customer accepts one of the estimates,
do one of the following: |
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| • |
If
you don't need to keep a record of the other
estimates, delete the other estimates and
jobs. |
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| • |
If
you want to keep a record of the other estimates,
change the status of each job to Closed.
Changing the status to Closed allows you
to keep a record of the estimate, and allows
you to condense data in the future. Only
closed jobs can be condensed. You can change
the status by choosing "Lists" , then "Customer:Jobs"
and editing it like you were editing Customer:Job
information. (Refer to the section on "Editing"
for more detailed instructions.) |
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Creating
an Invoice from the Estimate
When
a customer has accepted your estimate and has agreed
to pay a fixed amount (rather than for actual time and
costs), you can turn the entire estimate into an invoice.
| 1. |
Display the estimate. |
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| • |
From
the "Lists" menu, choose "Customer:Job". |
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| • |
From
the list, select the customer or job for
which you wrote the estimate. |
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| • |
Right
click on the job/customer and select "Show
Estimates." |
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| • |
A
report will come up dispaying the estimates
for the particular customer or job. |
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| • |
If
there is more than one estimate, double
click the one you want to create the invoice
from. |
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For
Quickbooks 2001, 2000, 1999: |
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| • |
From
the "Lists" menu, choose "Customer:Job". |
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| • |
From
the list, select the customer or job for
which you wrote the estimate. |
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| • |
From
the "Activities" menu button at the bottom
of the window, choose "View Estimate". |
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| 2. |
Click
the "Create Invoice" button at the bottom of the
"Create Estimates" window. |
| 3. |
A window will appear asking you to specify changes
in your invoice, do so as needed.
For
Quickbooks 2001, 2000, 1999:
This step is not included
in these versions of Quickbooks.
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| 4. |
When the invoice appears, you can edit the invoice
if any changes are needed. |
| 5. |
Click "Print" to print the invoice now, or select
the "To be printed" checkbox to print it with
a batch of invoices later. |
| 6. |
Click "Next" or "Save & New" if you will be entering
another invoice or "Save & Close" or "OK" to record
the invoice and close the window. |
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to [ Top ] [ QuickBooks
Index ]
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