Estimating and Progress Invoicing Lesson 13. 2 Learning Objectives  To learn how to create job estimates  To find an estimate in a data file  To learn.

Slides:

Advertisements

Similar presentations

Using Other Accounts in QuickBooks

Advertisements

Working with Bank Accounts

Support.ebsco.com The EBSCOhost Result List Tutorial.

eBilling Training Invoicing

Tracking and Paying Sales Tax Lesson Lesson objectives  To get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting,

1 Getting Started Lesson 1. 2 Lesson Objectives To gain an overview of the course and the topics to be covered To know how QuickBooks works and how you.

Chapter 5 Creating, Sorting, and Querying a Table

Access - Project 1 l What Is a Database? –A Collection of Data –Organized in a manner to allow: »Access »Retrieval »Use of That Data.

Setting Up QuickBooks ® Lesson 2. 2 Lesson Objectives  To discuss decisions that must be made before using QuickBooks  To create a new QuickBooks company.

Estimates and Sales Orders Chapter 8. PAGE REF #CHAPTER 8: Estimates and Sales Orders SLIDE # 2 Objectives Prepare Estimates Prepare Invoices from Estimates.

Chapter 5 Using Business Information Sets

Customizing Forms and Writing QuickBooks Letters Lesson 15.

Entering Sales Information Lesson 6. 2 Lesson objectives  To learn about the different formats available for sales forms  To save sales and purchase.

InDesign CS3 Lessons 1 and 2. Work Area When First Opened.

Lesson 5: Using Tasks, Notes and the Journal

1 After completing this lesson, you will be able to: View and open folders. Open, edit, and save files. Print files. Sort files. (continued)

1 Setting Up Inventory Lesson Lesson objectives To get an overview of inventory in QuickBooks To practice filling out a purchase order for inventory.

Customizing forms and writing QuickBooks Letters Lesson 15.

Advanced User Guide to Outlook and all its features.

Entering Sales Information Lesson 6. 2 Lesson objectives  To learn about the different formats available for sales forms  To save sales and purchase.

© Ms. Masihi.  The Dreamweaver Welcome Screen first opens when you start Dreamweaver.  This screen gives you quick access to previously opened files,

Working With Lists Lesson 3. 2 Learning Objectives  To edit the company chart of accounts  To add a new customer to the Customers & Jobs list  To add.

2013.  Modify QuickBooks Preferences  Customize QuickBooks Menus and Windows  Customize the Icon Bar and Display Settings  Use the Item List and Other.

People © 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other.

© 2008 The McGraw-Hill Companies, Inc. All rights reserved. WORD 2007 M I C R O S O F T ® THE PROFESSIONAL APPROACH S E R I E S Lesson 21 Fields and Forms.

Creating a Web Site to Gather Data and Conduct Research.

Microsoft Office Outlook 2013 Microsoft Office Outlook 2013 Courseware # 3252 Lesson 3: Working with People.

Doing Payroll With QuickBooks Lesson Lesson objectives  To gain an overview of payroll in QuickBooks  To learn more about payroll setup  To set.

Setting Up Inventory Lesson Lesson objectives  To get an overview of inventory in QuickBooks  To practice filling out a purchase order for inventory.

1 OPOL Training (OrderPro Online) Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.

Doing Payroll With QuickBooks Lesson Lesson objectives  To gain an overview of payroll in QuickBooks  To learn more about payroll setup  To set.

VistA Imaging Capture via Scanning. October VistA Imaging Capture via Scanning The information in this documentation includes only new and updated.

This tutorial teaches Microsoft Word basics. Although knowledge of how to navigate in a Windows environment is helpful, this tutorial was created for.

Receiving Payments and Making Deposits Lesson 7. 2 Lesson objectives  To learn how to record customer payments in QuickBooks  To learn how to handle.

Analyzing Financial Data Lesson 9. 2 Lesson objectives  To discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports,

Course ILT Excel basics Unit objectives Start Excel; open, save, and create new workbooks; work with multiple workbooks; get help; and close a workbook.

Lesson 1: Exploring Access Learning Objectives After studying this lesson, you will be able to: Start Access and identify elements of the application.

With Microsoft Office 2007 Introductory© 2008 Pearson Prentice Hall1 PowerPoint Presentation to Accompany GO! with Microsoft ® Office 2007 Introductory.

) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of.

Introduction to EBSCOhost Tutorial support.ebsco.com.

Tracking time Lesson Lesson objectives  To learn how to track time worked on a project  To learn how to invoice a customer for time worked on.

Entering and Paying Bills Lesson 8. 2 Lesson objectives  To discuss the different ways you can handle bills in QuickBooks  To learn how to enter a bill.

Modify Tables and FieldsModify Tables and Fields Lesson 4 © 2014, John Wiley & Sons, Inc.Microsoft Official Academic Course, Microsoft Word Microsoft.

Database EssentialsDatabase Essentials Lesson 1 © 2014, John Wiley & Sons, Inc.Microsoft Official Academic Course, Microsoft Word Microsoft Access.

Tracking time Lesson Lesson objectives  To learn how to track time worked on a project  To learn how to invoice a customer for time worked on.

Pass-Throughs Chapter 1. PAGE REF #CHAPTER 1: PassThroughs SLIDE # 2 Objectives What makes an expense Billable, Not Billable, or Billed How to record.

Chapter 11 Collaboration Features for Workbooks Microsoft Excel 2013.

Managing Revenue Chapter 2. PAGE REF #CHAPTER 2: Managing Revenue SLIDE # 2 Objectives Set up customer records in the Customer:Job list Record Sales Receipts.

Chapter 1 Page ref. Chapter 1 Pass-Throughs 1. Chapter 1 Page ref. Objectives 1. What makes an expense Billable, Not Billable, or Billed 2. How to record.

Managing Expenses Chapter 3. PAGE REF #CHAPTER 3: Managing Expenses SLIDE # 2 Objectives Set up vendors in the Vendor list Understand how to use classes.

Chapter 2 Page ref. Chapter 2 Time Tracking 37. Chapter 2 Page ref. Objectives 1. Activate Time Tracking 2. Use QuickBooks timesheets to enter time for.

Adobe ® Photoshop ® CS6 Chapter 1 Editing a Photo.

Time Tracking Chapter 5. PAGE REF #CHAPTER 5: Time Tracking SLIDE # 2 Objectives Activate Time Tracking Use QuickBooks timesheets to enter time for each.

Pulling s ( cases) Dawn Archibold E-Support Lead ext

1 Working with Multiple Currencies Lesson Lesson Objectives To set up a QuickBooks company file to use multiple currencies To perform a transaction.

Chapter 2 Page ref. Chapter 2 Customizing QuickBooks 53.

McGraw-Hill/Irwin Introduction to QuickBooks Pro, 2004 © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 11 Customizing QuickBooks.

Entering and Paying Bills Lesson 8. 2 Lesson objectives  To discuss the different ways you can handle bills in QuickBooks  To learn how to enter a bill.

1 Customizing Forms and Writing QuickBooks Letters Lesson 15.

Doing Payroll With QuickBooks

Setting Up Inventory Lesson 10.

Working With Bank Accounts

Entering Sales Information

Working with Multiple Currencies

Estimating and Progress Invoicing

Create a Customer Contract with Rate-Based Contract Line

Proxies Granting proxy authorization enables another provider to access your Inbox Documents and handle them for you. Your proxy can review, sign, refuse,

QuickBooks Support Phone Number. How to set up QuickBooks preferences in QuickBooks Desktop Summary reports basis Aging Reports Age from due date Age.

Presentation transcript:

Estimating and Progress Invoicing Lesson 13

2 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

3 Turning on estimates and progress invoicing To turn on estimates and progress invoicing: 1.From the Edit menu, choose Preferences. 2.Click Jobs & Estimates in the left panel. 3.Click the Company Preferences tab to display the job and estimate preferences. 4.Click Yes for “Do You Create Estimates?” 5.Click Yes for “Do You Do Progress Invoicing?” 6.Click OK to record your selections and close the Preferences window.

4 Creating a new job To create a new job: 1.Click Customer Center on the navigation bar. 2.In the Customers & Jobs list, select Natiello, Ernesto. 3.Click the New Customer & Job menu button, and then choose Add Job. 4.In the Job Name field, type Bathroom remodel. 5.Click the Job Info tab. 6.In the Job Status field, select Pending from the drop-down list. 7.In the Start Date field, type 1/4/08, and then press Tab.

5 Creating a new job To create a new job: 8.In the Projected End field, type 2/28/08. 9.Press Tab to move to the End Date field, and then press Backspace to clear this field. 10.In the Job Description field, type Remodel bathroom. 11.In the Job Type field, choose Remodel from the drop-down list. 12.Click OK. 13.Click the expand arrow to show full details in the Customers & Jobs list.

6 Writing an estimate To create an estimate: 1.In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. 2.Click the New Transactions menu button, and then choose Estimates. 3.Press Tab to accept Natiello, Ernesto:Bathoom remodel in the Customer:Job field. 4.Select Custom Estimate in the Template field. 5.Click in the Item column in the middle of the form. 6.Type Installation. 7.Press Tab twice to move to the Qty column.

7 Writing an estimate To create an estimate: 8.Type 10 in the Qty column, and then press Tab. 9.Click the line under “Installation” in the Item column. 10.Type Framing. 11.Press Tab twice to move to the Qty column, and then type In the line under Framing in the Item column, type Rough. 13.Press Tab three times to move to the Cost column, and then type 2500.

8 Writing an estimate To create an estimate: 14.Press Tab to move to the Markup column. 15.Type 15%, and then press Tab twice. 16.Click Save & Close to save the estimate. 17.Click the collapse arrow to collapse the Customers & Jobs list, then close the Customer Center.

9 Creating multiple estimates To find an estimate: 1.From the Customers menu, choose Create Estimates. 2.Click the magnifying glass icon on the button bar. 3.In the Customer:Job drop-down list, select Natiello, Ernesto:Bathroom remodel. 4.Click Find. 5.When QuickBooks asks if you want to save the current transaction, click No. 6.Keep the estimate open; you’ll use it in the next exercise.

10 Creating multiple estimates To create a duplicate of an existing estimate: 1.Right-click in the body of the estimate and choose Duplicate Estimate. 2.Select the number in the Qty column on the line for Installation. 3.Type Click in the Item column below Lumber:Rough, and select Cabinets:Light Pine. 5.Press Tab twice and type 6 in the Qty column. 6.Click in the Item column below Cabinets:Light Pine and select Cabinets:Cabinet Pulls. 7.Press Tab twice and type 12 in the Qty column. 8.Press Tab and type 10 in the Cost field. 9.Press Tab. 10.Click Save & Close.

11 Creating an invoice from an estimate To create an invoice from an estimate: 1.Click Customer Center on the navigation bar. 2.In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. 3.Click New Transactions, and then choose Invoices. 4.Press Tab to leave the Customer:Job field. 5.Select the line for Estimate #35, and click OK. 6.Select Create invoice for a percentage of the entire estimate. 7.Type in the “% of estimate” field. 8.Click OK. 9.Select Progress Invoice. 10.Click Save & Close to record the invoice. 11.Close the Customer Center.

12 Displaying reports for estimates To display the job progress invoices vs. estimates report: 1.From the Reports menu, choose Jobs, Time & Mileage. 2.Choose Job Progress Invoices vs. Estimates. 3.Close the report window.

13 Updating job status To update the status of a job: 1.Click Customer Center on the navigation bar. 2.In the Customers & Jobs list, select Natiello, Ernesto:Bathroom remodel. 3.Click Edit Job. 4.Click the Job Info tab. 5.In the Job Status field, select In progress. 6.Click OK. 7.Click the expand arrow to display the full details on the Customers & Jobs list. 8.Collapse the Customers & Jobs list, and then close the Customer Center.

14 Making estimates inactive To mark an estimate inactive: 1.From the Reports menu, choose Jobs, Time & Mileage. 2.Choose Estimates by Job from the submenu. 3.Scroll to the section of the report that displays the estimates for Ernesto Natiello. 4.Double-click anywhere on the line for Estimate #36. 5.Click to clear the checkmark in the Estimate Active checkbox. 6.Click Save & Close. 7.Answer Yes to the message asking if you want to save the changes you made to the transaction. 8.Close the report.