• How to Use Estimates in QuickBooks

  Filed under Business Management Tips, Money In, Productivity Tips
  Apr 30
  Do you know which of your client projects are most profitable?

  How about an easy way to put together accurate, professional quotes for your customers?

  These are just a couple of the many ways Estimates in QuickBooks can be used to improve your operations and efficiency. Learn how to use them quickly and easily in this mini-lesson.

  

   

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  Tagged as: Estimate, Estimates, learn QuickBooks, proposals in QuickBooks, quick book, QuickBooks training, QuickBooks tutorials, training, tutorials
  
  2 Comments

2 Responses to “How to Use Estimates in QuickBooks”

1. 

   Linda Noel said on May 12th, 2010 at 2:31 pm

   I took over a set of books and I have a list of customer deposits received as a liability account and I need to clean these out from last year. Do you have a simple and easy method to do this as the money has already been received to the customer and deposited to the account and I don’t see any other account to apply this money to.

   Help!

2. 

   Gabrielle Fontaine said on May 12th, 2010 at 2:41 pm

   Hi Linda,

   I think you’ll find the answer by watching the video I did on handling Prepayments and Retainers.

   It sounds as though whomever was doing the books previously was not applying the deposits against the customer”s invoices when the job was complete. You may also want to check to see if they used credit memos (incorrectly) to apply against the invoices so that the customer account balance was correct, but the liability account was not relieved.

   Hope that helps.

   Gabrielle

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