But that estimate does belong in QuickBooks. 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. ![]() You can enter your anticipated costs for the various items, mark it up and arrive at a number you want to charge your customer. If your estimating is fairly simple, then usually the regular estimate form in QuickBooks works. 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!! Could be a lack of understanding on how to work with the estimate template 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.
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