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Removing Memorized Transactions

The time might come when you no longer need a transaction you memorized. Maybe you've finished paying the monthly car payments you memorized, or maybe you've purchased a building and are through paying rent. When that time comes, you can leave the transaction on your memorized transactions list as a reminder of past events, or you can clean house and throw that transaction away.

Press Ctrl+T to open the Memorized Transaction list.

Click once on the transaction you want to remove.

Click the Memorized Transaction button at the bottom of the window, and then select Delete.

TIMESAVER

From the Memorized Transaction list, you can quickly open the selected transaction for editing by pressing Ctrl+E.To quickly delete a memorized transaction, select a transaction (see Step 2) and then press Ctrl+D.

Click OK.

Setting Reminders Preferences

QuickBooks has a feature called Reminders that helps you keep track of everything that needs to be done. You can be reminded of bills to pay, checks and other forms to print, customers who are late with their payments, money waiting to be deposited, and you can even be reminded of your brother's birthday. Use the Reminders to help organize your tasks . By setting certain preferences, the Reminders feature will behave just the way you want it to.

Set Personal Reminders Preferences

Select Preferences from the Edit menu.

Click the Reminders icon at the left side of the window.

Click the My Preferences tab.

Check the Show Reminders List When Opening a Company File box to have reminders displayed when you open your company file in QuickBooks.

Set Company Reminders Preferences

Click the Company Preferences tab.

Click in the Show Summary column for each type of information you want to display in your Reminders list. These items will display on a single line with a total amount.

Click in the Show List column for each type of information for which you want the details to display in your Reminders list. These items will display with a summary and a detail of every individual item that makes up the summary.

Click in the Don't Remind Me column for each type of information that will be excluded from your Reminders list.

Indicate how many days in advance of the due date these items will appear in your Reminders list.

Click OK.

Using Reminders

Paper to-do lists are so pass! Use the QuickBooks Reminders list to keep your desk space clean and your tasks organized. QuickBooks will remind you to notify your customers when their invoice payments are overdue, pay your bills, print your checks and other forms, follow up on unfilled purchase orders, deposit the money you've collected, execute memorized transactions, and more.

If the Reminders list is not visible on your screen, select Company, Reminders.

Double-click any summary entry (shown in bold) to see the detail that makes up that total.

Click Collapse All to show only the summary information for each type of entry.

Click Expand All to see details of all summary entries.

Double-click a detail entry to go to the original form for that entry or to execute a command associated with that entry.

Click Custom View to return to the display you chose in Reminders Preferences.

Press Esc or click the X to close the window.

Chapter 8. Job Cost Estimating and Tracking

What You'll Do

Set Jobs and Estimate Preferences

Set Up a Job

Use the Job Status Feature

Use the Job Type Feature

Use the Job Dates Feature

Use the Job Description Feature

Create an Estimate

Invoice Against an Estimate

Revise an Estimate

Create a Work in Progress Report

If you use one of the QuickBooks versions that contains the job cost estimating feature, you can create estimates for your work and track income and expenses on a job-by-job basis. In fact, this is often the one feature that causes people to bypass the Simple Start version of QuickBooks over the other verisions on the market.

An estimate is a bid or quote for a job. You create an estimate and then invoice the customer either at the completion of the job or as the job progresses. Estimates can be revised as work on the job advances, and QuickBooks enables you to create more than one estimate for the same job.

Keep in mind that an estimate is not the final word on what a job will cost. Consider placing a disclaimer in the message area of the estimate form indicating that the numbers presented in the estimate are based on reasonable assumptions but that you reserve the right to change the estimate prior to the completion of the job and with the approval of the customer.

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