Answers to Small Business and QuickBooks Questions. In POS show Qty Sold in Item list. When I'm deciding what to discontinue or order etc. I would like to see how many I've sold in your Item list. Vote Vote Vote. Yes, I would like to know last rec'd date and qty. We can go to another field but it is burdensome.
Using Estimates Some businesses utilize estimates to give customers an idea of what a product or job will cost them. When the customer makes a purchase decision, all of the information for the purchase is already available. With QuickBooks, it's just as easy to create an estimate as it is to create an invoice or sales receipt.
Best of all, when the customer gives you the green light, you can quickly and easily convert an estimate to an invoice for billing purposes. This part of the chapter explains how to create an estimate and how to turn an estimate into an invoice. The Create Estimates window for a product or job estimate.
Choose a customer from the Customer:Job drop-down list. The Name/Address field should fill in automatically with information for that customer.
If desired, choose a class from the Class drop-down list. Enter information or change the entries in the following fields if necessary:. Name/Address is the customer's billing name and address.
Date is the estimate date. By default, the current date is automatically entered, but you can change the date if you need to. Estimate No. Is the estimate number. This field is automatically incremented by one from the previous estimate. Choose the name of an item to be included in the estimate from the Item drop-down list.
The Description, Cost, Amount, Markup, and Total fields fill in automatically , but you can change any of them except Amount if desired. Enter a quantity in the Qty field for the line to update the amount.
TIPs. The exact appearance of the Create Estimates window depends on whether you have customized the estimate format. If a field mentioned in these instructions does not appear on the form you see, don't worry about it. I explain how to create custom estimates in Chapter 11. In step 5, QuickBooks displays cost and markup values from information you entered for the item when you added it to the Item list.
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If an item does not have a cost—for example, a service item that is performed by an employee rather than a subcontractor—the markup column may be blank ( through ). A T appears in the Tax column beside each taxable item ( ).
You can change the taxability of an item for that estimate by clicking in the Tax column beside the item to toggle the T on or off. To insert a line item above the currently selected line item, choose Edit Insert Line or press. Then enter information on the new line that appears. To delete a line item, position the insertion point anywhere in the line and choose Edit Delete Line or press. The line is removed. To include a subtotal beneath line items, insert a subtotal item. QuickBooks automatically calculates a subtotal of all items above the subtotal item.
To use a subtotal item, it must exist in the Item List; I explain how to work with the Item List in Chapter 2. To create an invoice based on an estimate. Choose Customers Create Estimates ( ) to display the Create Estimates window ( ). Click the Previous button to scroll through existing estimates until you see the one you want to turn into an invoice ( ).