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)
