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Estimating and invoicing overview

In a typical situation, the customer asks you for an estimate on a job. You may bid the job in one of several ways, depending on your job contract, as described in the invoicing topics.

Here is an outline of the estimating and invoicing process in QuickBooks

  1. Create the estimate.

  2. If the customer needs adjustments to the bid, edit the estimate and present a final estimate including the change order to your customer.

  3. If you require an upfront job deposit, record the deposit.

  4. Enter bills for job costs.

  5. Create an invoice.

  6. If you get a bank draw, instead of receiving payment from the customer, create an invoice (even if you don't need to send one).

  7. Receive payments and make deposits to your bank account.

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