National Estimator Quick Start | Converting Estimates with Job Cost Wizard

Enter Job Information

Job Cost Wizard needs some information about the job to create a nice-looking bid or invoice. For practice, enter job information for the Stillwel estimate:

1. Customer name and address. Click on the (Customer Info) button on the toolbar to enter information about the customer. Only the customer first name and last name are required. All other information is optional. When done, click on OK.
   Fill in customer information.
2. Job Name. Click on the (Job Name) button on the toolbar. Then type the name of the job, such as “Room Addition.” When done, click on OK.
   Enter a Job Name.
   For transfers to QuickBooks You can change the customer or job name after the file has been imported into QuickBooks. In QuickBooks, click on Lists. Click on Customers:Job List. Right-click on customer name or job name. Click on Edit. Then click on the tab of your choice.
3. Estimate Number. Click on the (Estimate Number) button on the toolbar. Job Cost Wizard keeps track of the last number used and recommends using the next number in sequence. Click on OK when done.
   Check theEstimate Number.
   For transfers to QuickBooks When QuickBooks imports an estimate or invoice, subtotals in your estimate become cost categories ("items") in QuickBooks. By default, cost category names in QuickBooks are the first 28 characters of estimate subtotal names plus the work type, either Mat, Lab, Equ, or Sub. You can change this default in the Estimate Number dialog box.