How Do I Sign North Dakota Banking Purchase Order Template

Industry sign banking louisiana purchase order template online

okay let's talk about QuickBooks Online estimates and in particular how they interact with purchase orders and invoices I like to start every video off with a quick answer getting straight to the point to create an estimate in QuickBooks Online you're gonna go to sales on the Left menu and then to all sales and you're gonna come to this new transaction drop down and you're gonna click estimate that's create an estimate to create a purchase order from an estimate is sales on the Left menu then customers and select the estimate colored box on the what they call the money bar today so we'll back out of that go to customers and click on estimates and since I didn't create one you're not gonna see one here but what you would do is click on the open estimate here the link would be here and then you would select the perp attest omit change pending to accepted change create invoice to copy the purchase order then to convert an estimate to an invoice you come to the same section here which was sales again customers and the estimate box on the money bar and you're gonna click start invoice which will be in the action column here okay so open the estimate to create a Pio action column to create an invoice so that's quick answer I'll get into a little more detail like I like to do in all my videos now so I'll start off very elementary even about what our estimates and of course that's just an offer to a customer and says how much you will charge them for a set of products and/or services it is an on posting transaction in QuickBooks Online meaning it's it doesn't make a GL entry wasn't posted to the general ledger all right estimates typically if your business is going to require them it will be larger customers or government entities that require bids for jobs or something of that nature so every customer course isn't gonna require an estimate if you're our name business you know that and what's nice about is the detail for an estimate can be transferred to like we said purchase orders to go to vendors so you don't have three enter information and you know of course that would be for the products and services needed to complete the bid and it can also be the detail can be transferred to invoices for customers to build for the work that you specified the estimate and saves having to re-enter information and also you know a big thing that I always kind of preach on my channel here is that you know your accounting system needs to match reality as close as possible and in as timely a manner as possible and entering invoices where they're needed is one step towards you know making that happen okay so we'll go back to creating an estimate here and I'll walk through it a little more slowly in a little more detail I will start off with a caveat and I haven't even tried it tonight this is like the third time I've tried making this video the sample company in QuickBooks Online which course you know is what I want to use when I'm making youtube videos for the purpose of privacy but it doesn't always work right anyhow so you know all I like to Det not only explain stuff but also demonstrate it and I'll do my best to do that and you'll see what I mean if it goes without a hiccup and great if it doesn't then you know I warned you ahead of time I've got a you know it's my goal to get this video cranked out I'm I've got kind of a backlog so I'm just gonna push forward and work what I got so anyways creating an estimate okay like I said you go to the sales section on the left menu and then all sales and you're gonna click on the new transaction drop down and top right you're gonna select estimate your transaction estimate okay so first thing of course will be to select a customer that you're making the estimate for if the customer isn't already in your system you can add them here I'm pretty sure yes you can click add new but we'll go with one of these existing customers here we'll go with the dukes basketball camp okay and it populates information email address all that you'll want to select an estimate date and an expiration date again this estimate date suggests you made estimate today enter today if you made it a week ago and or a week ago it just helps your accounting system reflect reality ideally you would have entered it within that week's time but if you didn't you didn't you can only you know the second best time entered is right now so we'll say this estimate lasts for two weeks and our example here and again choose product and service from the drop-down down here and we'll say keep it simple here pest control services okay just quantity a one one hour $35 per hour like I said at the radar amount if needed you know if you're doing an estimate dealing with a big customer or a you know big company rather or government entity you might want to tweak that rate to be more competitive that's obviously up to you but you have the opportunity to do that there then you'll click save and send let's see if it takes yeah this is what I was talking about get this error so it's it's just not gonna work quite right but let's pretend that that got sent to Duke's bball at Intuit calm with no problem and when you try to save and close here not sending had that look at the same error okay now we're done with you yep if you do click Save and sand you'll get the opportunity to preview the estimate you'll you get to see the PDF that the customer would receive make sure that looks the way you want it to and then you would hit Send and close which is another green button see okay so creating a purchase order from an estimate you gonna go to like I said sales and left menu but customers this time sales customers of course from here you could click it on that top menu to I'm seeing it does show estimates here we're already on it but you would click on the blue box there the money bar is that what they call which I guess makes sense and it's gonna show them your estimates down here and show us the dukes basketball with to open estimates and that's what you're gonna click is that little link there to open estimates because I hit save and send and I had save and close so it thinks you've got to we'll just use one as an example of course and you want to click on the appropriate estimate we've got duplicates here but we'll click on this top one to open the estimate up and first thing we're gonna do if we're going to go ahead and submit a Pio to our vendor for pest control I know that doesn't make sense in this case now you know you would obviously I mean you know whatever in theory you could subcontracted out or something but any I'm we're you know we're just making an example here but so say we needed to buy we can edit it to you know for pest control maybe we need rocks to throw at the pests and that's how we control them I know typically you would leave that the same for whatever materials we want to change the status to accepted and you can put information into by and date there don't have to and change pending to accepted then see oh right so you want to click where it's gonna say create invoice here we don't want to do that quite yet you know first we'll get to do the work copy the purchase order you know it says yeah it some may not carry over if the item is the product of service entered is not purchased it probably wouldn't carry over and then so we say okay leave without saving it's gonna take us to a purchase order here and ordinarily that would carry over there and you would choose your vendor go to the next slide here select your vendor from item details drop-down so we're going to buy our rocks from Bob's burger joint and I'm call it rock fountain and we'll break it up and make rocks out of it okay but anyhow you see the workflow we would then hit save and send or save and close or save and new we had another one you would enter an email make sure they have an email there it's even said here's let's see if it pulls up the preview yep okay there we go by anorak fountain to break apart to make rocks to throw it pass every thumb send and close yeah of course this is a sample company not a real so nothing technically gets sent but again you can see the workflow there okay okay so that's creating a Pio remember we selected the estimate and then selected create Pio from that drop-down in the upper right now we're going to convert the estimate to an invoice we can say the works done we bought the fountain broke it into rocks throw the rocks at the pass and now we are going to build a customer based off of that estimate so same thing sales left menu customers customers we're already here we want to select the estimate from the money bar and just to clarify that is select estimates and then when start invoice I think that we also could have selected the estimate below since that's where it backed us out to but you know just you know you're typically not going to go straight from creating a Pio to creating an invoice some you know we'll go through the steps as they are outlined and slides there okay so we want to click start an invoice in the action column we did that and I took us here to the invoice screen and we want to add the appropriate estimate well it was this top one here for pest control okay and that notice it pulled it out of this sidebar and drop the information down in the product and service we also you know if we bid two separate jobs of pest control you know we could also add the second one too you can add more than one estimate to an invoice and that enters the details for the amount of the invoice and then yeah she's ready to go you can pull this over here is kind of no way with the screen over okay you know you can look at your subtotals and everything put in your appropriate tax as needed and you can hit save and send or save and new or save and close' error loading transaction yeah like I said that's the quickbooks online being glitching but you get the point so we went in it starred in voice from estimates dropped in the appropriate estimate information details the appropriate details into the invoice and set it on to Duke's basketball camp once the work is finished all right so that's it that's dealing with estimates creating estimates pulling information from estimates into purchase orders and pulling information from estimates into invoices you know bookkeeping and quickbooks online in particular is good but you know technology not without its glitches and last thing you need after a long day of work working on your business is to deal with hiccups with software so one thing you might consider is taking a look at bot keeper what they are is an AI driven artificial intelligence that is driven bookkeeping service where the AI does most of the heavy lifting and it also has a human touch to kind of qualify to get a human set eyes on your books and you know it allows you to automate bookkeeping tasks that you hate the it helps you avoid dealing with internet outages it's not always just software if your internet providers like mine they can be a little frustrating too and you know and focus more on your business less on data entry spend more time helping you grow and less time on menial tasks with bot keepers there's a link to checkout bot keeper down in the description if bookkeeping is not your cup of tea then certainly give them a look so that's everything I've got and you know if you like the format of this video I try to do all my videos like this where I start out just give you a quick answer you know if you're in a hurry just want quick information but then if you decide you want to build into more detail or understand a little more the subject in depth then I do that also if you think that that format is good and if you like that and the information helped you you can give the video a like and down the same token if you find yourself searching for a QuickBooks Online topics fairly frequently and then and consider subscribing to my channel and that way you'll know to click on spreadsheets for business and the YouTube sidebar there check and see if I've made a video on the subject and if I have you can watch it if not then you can enter it in the search bar and roll the dice and that's all I got everybody appreciate you watching take care