Estimating in QuickBooks

If you do job or project costing, then it’s important to use the Estimate feature in QuickBooks. 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? No!!

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Estimating in QuickBooks

If you do job or project costing, then it’s important to use the Estimate feature in QuickBooks. But that feature is often underutilized for a few reasons. Could be lack of understanding 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? No.
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.

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