Description:

In this video we show to you how to create estimates and how to progress invoices

 

Video:

 

Table of contents:

 

  • 00:00:00 – Intro QuickBooks Desktop
  • 00:00:46 – How to turn on estimates and progress invoicing
  • 00:02:06 – How to create estimates (step by step)
  • 00:08:09 – How to progress invoice (step by step)
  • 00:17:41 – Reports
  • 00:19:09 – Create invoice (example)
  • 00:21:02 – Reports (job estimates vs actuals summary)
  • 00:22:15 – Job progress invoices vs estimates
  • 00:22:37 – Customize report (filters)
  • 00:23:34 – Customers (job info)
  • 00:27:18 – Job progress invoices vs estimates (done)
  • 00:29:18 – Estimates and change order (only on Accountant, Enterprise or Premier Edition, Contractor Mode)
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