National Estimator Quick Start | Opening Export Files in QuickBooks

Turn an Estimate into an Invoice in QuickBooks

First, decide if you want an invoice for the whole job or for just part of the job (progress billing).

If you prefer progress billing:

1. Click on Edit,
2. Click on Preferences,
3. Click on Jobs & Estimates,
4. Click on Company Preferences,
5. Click on Yes under Do You Do Progress Invoicing?.
6. Click on OK.

To create the invoice:

1. Click on the Create Invoice button at the top of the QuickBooks estimate screen.
2. Click on Yes to record changes to the estimate.
3. If you selected progress billing, enter a percentage or select items to be invoiced.
4. Click on OK and QuickBooks creates the invoice.
5. Make changes to the invoice if you want.
6. Click to print one copy for your file and another for your customer.
7. Click on OK when done. (Processing the file may take a little time.) QuickBooks reports will now include totals from the job just invoiced.

An invoice for the first half of the foundation work.

Don't Worry About Making a Mistake It's easy to delete an estimate

QuickBooks is very forgiving. Practice all you want. Experiment any way you want. Then delete any estimate or invoice to remove every trace of it from QuickBooks. With the offending estimate or invoice displayed: Click on Edit. Click on Delete Estimate (or Invoice). Click on OK. The estimate (or invoice) is deleted.