lesson13

50 %
50 %
Information about lesson13
Business-Finance

Published on August 28, 2007

Author: wangerin

Source: authorstream.com

Estimating and Progress Invoicing:  Estimating and Progress Invoicing Lesson 13 Learning Objectives:  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:  Turning on estimates and progress invoicing To turn on estimates and progress invoicing: From the Edit menu, choose Preferences. Click Jobs andamp; Estimates in the left panel. Click the Company Preferences tab to display the job and estimate preferences. 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:  Creating a new job To create a new job: Click Customer Center on the navigation bar. In the Customers andamp; Jobs list, select Natiello, Ernesto. Click the New Customer andamp; 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 1/4/08, and then press Tab. Creating a new job:  Creating a new job To create a new job: In the Projected End field, type 2/28/08. 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 andamp; Jobs list. Writing an estimate:  Writing an estimate To create an estimate: In the Customers andamp; 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:  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:  Writing an estimate To create an estimate: Press Tab to move to the Markup column. Type 15%, and then press Tab twice. Click Save andamp; Close to save the estimate. Click the collapse arrow to collapse the Customers andamp; Jobs list, then close the Customer Center. Creating multiple estimates:  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:  Creating multiple estimates To create a duplicate of an existing estimate: Right-click in the body of the estimate and choose Duplicate Estimate from the list that displays. Select the number in the Qty column on the line for Installation. Type 18. Click in the Item column in the line below Lumber:Rough, and select Cabinets:Light Pine from the drop-down list. Press Tab twice and type 6 in the Qty column. Click in the Item column in the line below Cabinets:Light Pine and select Cabinets:Cabinet Pulls from the drop-down list. Press Tab twice and type 12 in the Qty column. Press Tab and type 10 in the Cost field. Press Tab. Click Save andamp; Close. Creating an invoice from an estimate:  Creating an invoice from an estimate To create an invoice from an estimate: Click Customer Center on the navigation bar. In the Customers andamp; Jobs list, select Natiello, Ernesto:Bathroom remodel. Click the New Transactions menu button, and then choose Invoices. Press Tab to leave the Customer:Job field. The customer accepted the first estimate you created, so select the line containing 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. In the Template drop-down list, select Progress Invoice. Click Save andamp; Close to record the invoice. Close the Customer Center. Displaying reports for estimates:  Displaying reports for estimates To display the job progress invoices vs. estimates report: From the Reports menu, choose Jobs, Time andamp; Mileage. Choose Job Progress Invoices vs. Estimates. Close the report window. Updating job status:  Updating job status To update the status of a job: Click Customer Center on the navigation bar. In the Customers andamp; 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 andamp; Jobs list. Collapse the Customers andamp; Jobs list, and then close the Customer Center. Making estimates inactive:  Making estimates inactive To mark an estimate inactive: From the Reports menu, choose Jobs, Time andamp; 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 andamp; Close. Answer Yes to the message asking if you want to save the changes you made to the transaction. Close the report.

Add a comment

Related presentations

Related pages

Lesson 13 - Are You Really Sure Of Your Eternal Salvation?

Lesson 13. Prayer In prayer we show our total dependence on God who created all things and us and by Whom all things continue to exist. In prayer we give ...
Read more

Lesson - A Course In Miracles - Foundation for Inner Peace

A COURSE IN MIRACLES. A unique, universal, self-study spiritual thought system that teaches that the way to Love and Inner Peace is through Forgiveness.
Read more

lesson13

Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu.
Read more

Lesson 13 - Repeating Actions

Lesson 13 - Repeating Actions Objective: To learn how to to repeat indefinitely a group of actions unconditionally or when a condition, which is constantly ...
Read more

Grade 3 ELA Module 1, Unit 3, Lesson 13 | EngageNY

REVISING: STRONG CONCLUSIONS FOR MY ACCESSING BOOKS AROUND THE WORLD INFORMATIVE PARAGRAPH. During the Open Revision Time, consider pulling small groups of ...
Read more

Lesson13 - YouTube

Sabbath School Lesson 13 Lessons From Jeremiah Guide Bible study 4th Quarter 2015 - Duration: 50:20. Escuela Sabatica Online 1,240 views
Read more

lesson13 - Due Diligence Boot Camp

Fundamentals of environmental due diligence: The environmental assessment process
Read more

Lesson13 Lernatmung — mymozartscan

Lesson13 Lernatmung; Lesson14 Inner Magic Place; Lesson15 Reise genießen; ARGUMENTE; HUMANITÄTSKRISTALLE; FRÜHLINGSERWACHEN; EXISTENZDESIGNER; SOCIAL ...
Read more

Grade 7, Module 1: Unit 2, Lesson 13 | EngageNY

Grade 7 ELA Module 1, Unit 2, Lesson 13 (108.28 KB) Grade 7 ELA Module 1, Unit 2, Lesson 13 (115.5 KB)
Read more

Learn English Online - Free Beginners Course - Unit 3 ...

Learn English Online - Find help with your English here - lesson 13 - Present Simple Questions
Read more