You can also change the field names (use Bid or Proposal instead of Estimate, for example), and for columns only, the order in which they appear. You’ll notice that you can have specific fields appear on the screen and/or on printed copies of your estimates. You can easily change these by checking and unchecking their corresponding boxes. By default, the software opens a template called Custom Estimate that contains commonly-used fields, like Cost, Description, and Markup. Start with the most important content: the text you want to have appear. QuickBooks gives you an incredible amount of control over how your estimates will look, but don’t get ahead of yourself. Take your time working with the options in this window. Click the New Transactions button in the toolbar and choose Estimates.
You can also open the Customer Center (Customers | Customer Center) and click on the Transactions tab. You can click the Estimates icon on the home page or open the Customers menu and select Create Estimates. There are actually three ways to open an estimate form. Also, the Warn about duplicate estimate numbers check box should be activated. If the Yes button below DO YOU CREATE ESTIMATES? is not filled in, click inside of it to turn on this feature. Open the Edit menu and select Preferences, then Jobs & Estimates | Company Preferences. But let QuickBooks do what it does best: provide intuitive, efficient tools for creating and modifying estimates.īefore you start creating estimates, you’ll need to make sure they are turned on in QuickBooks. Of course, the bottom line is the meat of your estimate, the price you’re willing to accept for your work performed. In fact, there may be many times when an estimate-or bid, or proposal-will land you a job you didn’t necessarily expect. You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates.
#ADDITIONAL CUSTOMIZATION QUICKBOOKS FOR MAC HOW TO#
Here’s how to create them using QuickBooks. Estimates can be effective sales tools – if they look professional and offer attractive prices.
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