National Estimator Quick Start | Opening Export Files in QuickBooks

Your Jobs in QuickBooks

• Click on Reports, Company & Financial, Profit & Loss By Job to see job income and expense.
• Click on Reports, Company & Financial, Balance Sheet Standard to see the new receivables total.
• Click on Reports, Jobs & Time, Job Estimates vs. Actuals Detail, select the customer and job to see a detailed cost comparison for the job. Until you start paying bills, the Actual Cost column will be all zeros.

Estimates vs. actual details

Paying Bills by Cost Category

When you pay vendors and subcontractors, the amount paid is charged to the job and deducted from your bank balance.

Click on Banking. Click on Write Checks. Fill in the Pay to the Order of line. Click on the Items tab. Click on the down triangle in the Item column of the check stub to open the Item list. Select a Mat, Sub or Equ cost category from the Item list. These are the material, subcontract and equipment subtotal costs from your estimate. Click in the amount column and enter the amount paid for the item described. Click on the down triangle under Customer:Job and select the correct customer and job. This amount is not billable to your customer. So click on the icon representing an invoice to put a red X over the icon. One check can cover items in several cost categories and even costs on several jobs. Click again on the next line down in the Item column and find the next cost item.

Select a cost category from the Item list.

Paying a bill for the steel framing on the Stillwel job.