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Billing
and Customer Management
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Use QuickBooks to create estimates and proposals
QuickBooks: Pro and Premier 2005 editions make it easy to create accurate
estimates and proposals for your customers.
To create an estimate in QuickBooks:
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Make sure the estimates
feature is turned on.
--From the Edit menu, choose Preferences. Select Jobs & Estimates in the
scroll box, and then click the Company Preferences tab.
--Click Yes in response to the question, Do you create estimates?
--Click OK.
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From the Customers
menu, choose Create Estimates.
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In the Customer:Job
field, enter the name of a customer or job.
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Select a Template from
the drop-down menu. You can use standard templates provided in QuickBooks or
use the Layout Designer to create customized templates that contain the fields
you need.
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Enter the line items
for each column, including the products and services you will provide as well
as the description, quantity, and so forth.
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If you want to track
this estimate by location, subsidiary, group, or some other category, you can
enter that information under the Class field in the form. For help with Class
tracking, go to Help & Support and ask, "How do I set up class tracking?"
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Click Print.
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E-mail invoices to customers to help you get paid faster
QuickBooks lets you turn most forms and reports into PDF files that can be read
by your customers, vendors, and accountant with free, downloadable software:
Adobe® Acrobat® Reader®. Once you've created a PDF file, QuickBooks can launch
your e-mail software and attach the file to a new message so you can send it
quickly and get right back to your books.* Sending documents by e-mail saves
you valuable time as well as mailing costs. And getting invoices to your
customers faster may help you get paid faster.
*Registration required.
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Set "per item" price levels to match the right price to the right customer
QuickBooks: Pro and Premier 2005 editions allow you to
customize prices for different customers or groups of customers, such as
corporate, loyal, or high-volume customers. Price levels let you automatically
increase or decrease inventory, non-inventory, and service item prices.
Each price level specifies a percentage of increase or decrease in price. You
can apply price levels to invoices, sales receipts, or credit memos. You can
also assign price levels to customers and jobs. Whenever you apply that
customer or job to a sales form or invoice, QuickBooks automatically uses the
associated price level to calculate prices.
To create a price level:
--From
the Lists menu, choose Price Level List.
----From the Price Level menu at the bottom of the screen, choose New.
----In the Price Level Name field, enter the descriptive name of the new price
level, such as "wholesale" or "top customers."
----In the Price Level Type field, enter Fixed % or Per Item.
If
you choose Fixed %, then you choose whether the price level will increase or
decrease and by how much (for example, 20 for 20 percent).
If you choose Per Item, you have the flexibility to set the dollar amount
prices of individual items for different customers or jobs.
----Click
OK to go back to the Price Level List or Next to create another price level.
To
apply a price level directly to an item on an invoice:
--Create
the price level if you haven't done so already.
--Fill out the invoice.
--In the Rate column, click the drop-down button.
--Choose a price level to apply to the item. The amount shown next to each
price level is the adjusted amount of the item.
--Save the invoice.
Note: Price levels associated with customers will not automatically be used
when:
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Reimbursable items are
added to invoices or sales receipts, or
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Invoices are created
from estimates
In both cases, the prices you originally entered will be carried over. You can
then manually adjust the rate, using price levels after you create the invoice
or sales receipt.
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