National Estimator Quick Start | Converting Estimates with Job Cost Wizard

Job Cost Wizard Prints Invoices Your Way

Your estimates should cover every cost in a job. But your bids and invoices don’t have to show all the details and reveal your markup. So Job Cost Wizard gives you choices about showing or hiding the details and markup.

Amount of Detail To set the amount of detail, click on the (Details) button.
If Show All is selected, every item in your bid or invoice will show a cost and each will become a cost category on the QuickBooks Item List. Subtotals Only is the default and will usually be a better choice. If Subtotals Only is selected, subtotals will be the only costs in your bid or invoice. Each subtotal in your estimate becomes a cost category on the QuickBooks Items list. That's usually the best choice. If Subtotals Only is selected for all four cost categories, click on Omit Work Descriptions to show subtotal categories but hide all work descriptions. The names you give to subtotals in National Estimator become cost category names in QuickBooks. Cost lines in National Estimator not followed by a subtotal become the “Project” subtotal.	How much detail do you want to show?
If Omit Entirely is selected, neither costs nor descriptions will appear for that type of cost — either material, labor, equipment or total only (subcontract). Use Omit Entirely for materials, for example, when materials are being furnished by the owner. “Total only” costs are assumed to be subcontract items. Subcontract items have a cost in the total column but no cost for material, labor, or equipment.

Markup and Tax
Use the three buttons at the bottom of the Amount of Detail dialog box to show or hide markup (overhead, contingency and profit) and tax.

In Every Cost Item distributes markup and tax proportionately throughout the estimate. THere’s no mention of overhead, profit or markup anywhere in the estimate or invoice.

At End of Estimate puts markup and tax at the end of the estimate, as in National Estimator.

Omit Entirely omits markup and tax from the estimate or invoice. Use this option if you prefer to add markup and tax in QuickBooks.

Click Show Only Item Totals if you don’t want the invoice or estimate to show any breakdown of material, labor or equipment costs.

Click on OK when done with the Amount of Detail dialog box.