Setting Jobs and Estimate Preferences

To take full advantage of the Estimates feature in QuickBooks Pro or Premier, you need to set the preferences for jobs and estimates. Here you can turn on the access to estimates and progress billing and protect yourself against accidentally issuing two estimates with the same number. If you use progress billing, you might appreciate a feature that enables you to leave zero-balance amounts from partially billed estimates off your invoices.

Select Preferences from the Edit menu.

Click the Jobs & Estimates icon on the left side of the Preferences window.

Click the Company Preferences tab. (The My Preferences tab has no options for Jobs & Estimates.)

If you plan to track jobs by status, check to see whether these status descriptions are appropriate to your work and make any necessary changes.

Click Yes to turn on the estimates feature.

Click Yes to turn on the progress invoicing feature.

Check Warn About Duplicate Estimate Numbers to have QuickBooks give you a warning if you attempt to issue a duplicate. This option is not available if you do not choose to use estimates.

Check Don't Print Items That Have Zero Amount to remove zero-balance items from invoices. This option is not available if you do not choose to use progress invoicing.

Click OK to save your settings.

Show Me. QuickBooks 2006
Show Me QuickBooks 2006
ISBN: 0789735229
EAN: 2147483647
Year: 2005
Pages: 328
Authors: Gail Perry © 2008-2017.
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