QuickBooks for Mac 2014 User’s Guide 87
• Date. Today's date, which you can change. Tip: Press + to increase the date by one day; press - to decrease the
date by one day.
• Invoice Number. QuickBooks automatically increments this number by one for each new invoice. Tip: Press +
to increase the number by one; press - to decrease the number by one.
• PO Number. If you're filling a purchase order (PO) from your customer, enter that PO number here.
• Terms. When do you want to get paid? Select the payment terms for this invoice.
• Item. Select what you are invoicing this customer for. You can include anything on the Items list here. You also
enter a new item, and QuickBooks will prompt you to set it up. Tip: If you need to insert an item between two
others, select the item line where you want the new one and choose Edit > Insert Line. Likewise, if you want to
delete an item, select the item then choose Edit > Delete Line.
• Description. The description of the item you entered when you created the item. You can change this if you
need to. Tip: You can enter multiple lines for your description, up to 4095 characters. Use Option-Return to put
in a line break.
• Quantity. How many of the items does your customer need to pay you for? This could be 400 antennae or 10
hours of web design. If you leave this blank, QuickBooks assumes the quantity is 1.
• Rate. How much you charge the item. If you entered this when you created the item, QuickBooks enters it for
you. If you didn't or you need to change it, just edit this box.
• Amount. This is the total amount (Quantity x Rate) for this item that QuickBooks calculates for you.
• Taxable. If the item is taxable, click this box.
• Customer Message. A message for our customer, either on from your Customer Messages list or enter a
new one.
• Tax. The tax item you assigned to the customer or the default tax if you have not assigned a tax item to the
customer. QuickBooks uses the tax item to calculate the tax. You can also select a different rate from the list of
tax items if you need to.
Other things to know about estimates:
• Create an invoice using an estimate. To create an invoice that uses the info you've got in an estimate, click
Create Invoice. [add icon]. To learn lots more about how this works, read up on Progress Invoicing.
• Create a purchase order using an estimate. Need to buy the stuff you've got recorded on an estimate?
1 Click Create Purchase Order.
2 Choose whether you want to create the PO for All allowable items on the estimate (good if you've
only got items from one vendor on the estimate) or Selected items (good if you've got items from
multiple vendors on the estimate).
3 Select the items you want on your PO, if you chose that option.
4 Finish up any additional info on your PO, click Save, and send the PO off to your vendor.
• Make an estimate inactive. If you have multiple estimates for a job and your customer has
accepted one of the estimates, you might want to make the unaccepted estimates inactive. When
you make an estimate inactive QuickBooks keeps a record of it, but does not use the estimate numbers in
reports.
To Next Page
Loading...