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QuickBooks Jobs and Estimates: Company Preferences

QuickBooks Jobs and Estimates

The QuickBooks Jobs and Estimates section of the preferences window only has options listed in the Company Preferences tab. These options only pertain to businesses that deal with services and use estimates.

  • Status Descriptions
    • QuickBooks uses the default job status descriptions Pending, Awarded, In Progress, Closed, and Not Awarded. If your company uses different phrases for these statuses, you can change them here. The example that QuickBooks gives is that your company may use the word “Submitted” instead of “Pending”.
  • Do You Create Estimates
    • This is a fairly straightforward option. Choose yes, if you want QuickBooks to help you with Estimates. Otherwise, choose No which is included in the QuickBooks Jobs and Estimates section.
  • Warn about Duplicate Estimate Numbers
    • This option is only available if you use Estimates. It displays a warning if you enter an estimate number that has already enters.
  • Do You Do Progress Invoicing?
    • Progress invoicing is also known as partial invoicing or partial billing. It is when you bill the client after a certain amount of the work has been done or after a certain amount of time. Choose yes, if you use this. Choose no if you do not.
  • Don’t Print Items that have Zero amount
    • This only uses with progress invoicing. Check this box if you want invoices to hide any sections that have zero in the amount section.

        If you have any doubts or queries regarding the Job and estimate then feel free to contact us here.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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