Estimating and Progress Invoicing

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Presentation transcript:

Estimating and Progress Invoicing Lesson 13

Learning Objectives To learn how to create job estimates To find an estimate in a data file To learn to duplicate an existing estimate To create an invoice from an estimate To display project reports for estimates To update a job’s status To make an estimate inactive

Turning on estimates and progress invoicing To turn on estimates and progress invoicing: From the Edit menu, choose Preferences. Click Jobs & Estimates in the left panel. Click the Company Preferences tab. Click Yes for “Do You Create Estimates?” Click Yes for “Do You Do Progress Invoicing?” Click OK to record your selections and close the Preferences window.

Creating a new job To create a new job: Click Customer Center on the icon bar. In the Customers & Jobs list, select Natiello, Ernesto. Click the New Customer & Job menu button, and then choose Add Job. In the Job Name field, type Bathroom remodel. Click the Job Info tab. In the Job Status field, select Pending from the drop-down list. In the Start Date field, type 1/4/2016, and then press Tab.

Creating a new job To create a new job: In the Projected End field, type 2/28/2016. Press Tab to move to the End Date field, and then press Backspace to clear this field. In the Job Description field, type Remodel bathroom. In the Job Type field, choose Remodel from the drop-down list. Click OK. Click the expand arrow to show full details in the Customers & Jobs list.

Writing an estimate To create an estimate: In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. Click the New Transactions menu button, and then choose Estimates. Press Tab to accept Natiello, Ernesto:Bathoom remodel in the Customer:Job field. Select Custom Estimate in the Template field. Click in the Item column in the middle of the form. Type Installation. Press Tab twice to move to the Qty column.

Writing an estimate To create an estimate: Type 10 in the Qty column, and then press Tab. Click the line under “Installation” in the Item column. Type Framing. Press Tab twice to move to the Qty column, and then type 40. In the line under Framing in the Item column, type Rough. Press Tab three times to move to the Cost column, and then type 2500.

Writing an estimate To create an estimate: Press Tab to move to the Markup column. Type 15%, and then press Tab twice. Click Save & Close to save the estimate. Click the collapse arrow to collapse the Customers & Jobs list, then close the Customer Center.

Creating multiple estimates To find an estimate: From the Customers menu, choose Create Estimates. Click the magnifying glass icon on the button bar. In the Customer:Job drop-down list, select Natiello, Ernesto:Bathroom remodel. Click Find. When QuickBooks asks if you want to save the current transaction, click No. Keep the estimate open; you’ll use it in the next exercise.

Creating multiple estimates To create a duplicate of an existing estimate: Right-click in the body of the estimate and choose Duplicate Estimate. Click OK. Select the number in the Qty column on the line for Installation. Type 18. Click in the Item column below Lumber:Rough, and select Cabinets:Light Pine. Press Tab twice and type 6 in the Qty column. Click in the Item column below Cabinets:Light Pine and select Cabinets:Cabinet Pulls. Press Tab twice and type 12 in the Qty column. Press Tab and type 10 in the Cost field. Press Tab. Click Save & Close.

Creating an invoice from an estimate To create an invoice from an estimate: Click Customer Center on the icon bar. In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. Click New Transactions, and then choose Invoices. Press Tab to leave the Customer:Job field. Select the line for Estimate #35, and click OK. Select Create invoice for a percentage of the entire estimate. Type 33.333 in the “% of estimate” field. Click OK. Select Progress Invoice. Click Save & Close to record the invoice. Close the Customer Center.

Displaying reports for estimates To display the job progress invoices vs. estimates report: From the Reports menu, choose Jobs, Time & Mileage. Choose Job Progress Invoices vs. Estimates. Close the report window.

Updating job status To update the status of a job: Click Customer Center on the icon bar. In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. Click Edit Job. Click the Job Info tab. In the Job Status field, select In progress. Click OK. Click the expand arrow to display the full details on the Customers & Jobs list. Collapse the Customers & Jobs list, and then close the Customer Center.

Making estimates inactive To mark an estimate inactive: From the Reports menu, choose Jobs, Time & Mileage. Choose Estimates by Job from the submenu. Scroll to the section of the report that displays the estimates for Ernesto Natiello. Double-click anywhere on the line for Estimate #36. Click to clear the checkmark in the Estimate Active checkbox. Click Save & Close. Answer Yes to the message asking if you want to save the changes you made to the transaction. Close the report.