Estimates


Most recent articles



Video: Using estimates, invoices, and receive payments to get paid

In this video, you'll see how Wally the web designer creates an estimate, invoices, then receives payment for work that he does. https://www.youtube.com/watch?v=9bU4t5FBcZg Video script: Web Designer Wally is looking for work! Hannah, who owns a … [Read more...]

So many choices, Part 1: Customer transactions

This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]

Video: Progress invoicing in QuickBooks 2012

Editor's note: This shows you progress invoicing in QuickBooks 2012, but if you have QuickBooks 2011 or earlier, there's a manual method for invoicing over time. To use this feature, be sure you have Estimates and Progress Invoicing turned on in … [Read more...]

Video: Which form do I use? (estimates, invoices, and sales receipts)

Ever wonder what the difference is between estimates and invoices? And when do you give a customer a sales receipt? Follow Charlie the Web Designer as he uses all three forms. https://www.youtube.com/watch?v=AwbFuExIAmQ Video script: The QuickBooks … [Read more...]

Estimates: Bidding on the future

Estimates are what you tell a customer you think you will charge for your work. 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 … [Read more...]

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