QuickBooks for Mac 2014 User’s Guide 86
the Items tab (because you associated the service item with a Customer:Jobs when you wrote the zero-amount
check). Mark ONLY the work shown on the Time tab. To avoid confusion, we recommend that you click in the Hide
column to remove the service item entry from the Items tab.
What you'll see in your reports
After you record the zero-amount check, the cost (as shown on the Items tab in the Choose Billable Time and Costs
window) appears on all job and item reports that show costs by job or item. On the other hand, the cost does not
appear as an expense on a profit and loss statement because it is not assigned to an expense account.
Estimating work you’re going to do
If a customer asks you for an idea of what you would charge for work, the form you need is an estimate. You’ve
probably received estimates yourself from service providers, like a plumber or the guy who fixes your computer. In
other words, estimates can be your first step in getting paid, and getting paid is good. Choose Customers > Create
Estimates. (Be sure to turn on estimates through QuickBooks > Preferences > Sales & Invoicing.)
Watch a video on how to create an estimate:
http://www.qblittlesquare.com/2011/01/video-creating-an-invoice-in-quickbooks-2011-for-mac/
Watch a video on how Charlie the Web Designer uses estimates, invoices, and sales receipts:
http://www.qblittlesquare.com/2011/01/which-form-do-i-use-estimates-invoices-and-sales-receipts/
To create or edit an estimate
1 Choose Customers > Create Estimate. How do I use this form?
2 To create a new estimate, click the "Create an Estimate" on the left panel, or click the + at the bottom
of the list. To edit an estimate, select an estimate in the list on the left panel.
3 Enter the information for the estimate, and click Save.
Note: You can also create sales forms using the Customer Center and Transaction Center.
What’s on an estimate?
• Customer:Job. Select the customer or job you want to create the invoice for. You can also enter a new
customer:job name, and QuickBooks will prompt you to set it up. QuickBooks will automatically alert you if you
choose a customer:job that has outstanding billable time or costs.
• Account. If you have more than one Accounts Receivable account, choose which on you want to use. If you
don't have more than one A/R account, you won't see this.
• Class. If you're using classes, choose which on you want to use. (If you don't see this, you need to turn classes
on in Preferences.)
• Bill to. The address you have for the customer displays here. This is how the customer contact information will
appear here. You can make any changes you need to.
To Next Page
Loading...