People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines: • Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible.
When no other word will do, explain technical terms in plain English. • Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details.
The following changes, improvements, and fixes were made to QuickBooks for Mac 2012. Later releases (ones with higher numbers) include all changes in earlier releases. If your accountant is working on your file, wait until you get the file back before you upgrade. In QuickBooks, job costing starts with an estimate. An estimate is just a list of the estimated costs you’ll incur for some job you’ll perform for some customer. Assuming that you already created a job and told QuickBooks that you use estimates, here are the steps that you follow to create an estimate: Choose Customers → Create Estimates.
Break information down into a numbered or bulleted list and highlight the most important details in bold. • Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link. • Be a good listener.
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If you do job or project costing, then it’s important to use the Estimate feature in ®, but that feature is often underutilized for a few reasons. Could be a lack of understanding on how to work with the estimate template in QuickBooks. Could be that a spreadsheet or other software is used to actually determine the estimate, so why bother entering it in QuickBooks?
Isn’t that an unnecessary step? If your estimating is fairly simple, then usually the regular estimate form in QuickBooks works. You can enter your anticipated costs for the various items, mark it up and arrive at a number you want to charge your customer. I will admit that there are many times when the estimate form in QuickBooks can be inadequate so a spreadsheet or other estimating software often works much better. But that estimate does belong in QuickBooks. Even if you just give your customer a fixed price, your estimate still belongs in QuickBooks. The estimate is the budget for the job and if entered in QuickBooks, it’s easy to review. Using citrix on mac.
The costs are already being entered into QuickBooks, so with an estimate in there, too, you can run Estimated Versus Actual and Cost to Complete reports. Doing that elsewhere can be very time consuming and double work. You can also drill down for more detail if you want. If all your costs show as “No Item” instead of different services and materials, then your costs are being entered incorrectly;. If your customer wants to make changes along the way, as so frequently happens, QuickBooks will let you do a change order and can keep track of the changes for you. And, you can easily invoice off the estimate, order materials or even enter orders for work you will sub out. So once the estimate is in, the other pieces can be simple clicks.
There are several ways to enter an estimate and some can be fairly quick. • Enter as you would an invoice • Use Item Groups for faster entry (see my blog on ) • If you frequently use the same format and Items, consider memorizing an estimate so next time you just pop in the numbers and change the Customer:Job (see my blog on ) • If this job is similar to another you’ve done, you can duplicate the estimate from that other job, change the Customer:Job, and edit the numbers and Items accordingly. • Depending on how the spreadsheet is setup, sometimes you can use an import utility to move the estimate into QuickBooks.
• And, if this is a 3rd party estimating software, frequently there is a way to export that estimate and then import it into QuickBooks.
- четверг 27 сентября