Streamline Your Construction Invoice for Export Effortlessly

Construction invoice for Export

on some jobs you may want the invoice to show every cost rather than just subtotals job cost wizard can do that here we're showing only subtotals to make a change I'll click on the detail button subtotals only is checked for all four cost categories let's change that to show all material labor and Equipment costs can you see the difference all the costs are right there for everyone to see and if you export to QuickBooks every material cost will be on the QuickBooks item list that's going to be overkill for most jobs I'm going back to subtotals only that's better on some jobs your customer may furnish the materials in that case you'll want to strip all material costs out of the estimate you could make material cost estimates all zeros but there's a better way notice that the material cost subtotal is gone I'm going to switch back to subtotals only and show you another choice in the details dialogue box here's a choice that can shorten any estimate omit work descriptions if you want to show only subtotals see the difference now your invoice shows none of the details and all you see are cost categories and amounts you may like this better markup has to be in your estimate but it doesn't have to show up on your bid or invoice job cost wizard let you distribute markup proportionately among all costs so customers never see markup as a separate item I make that choice by clicking the details button you have three choices omit entirely strips all markup out of your estimate use omit entirely if you're exporting to QuickBooks and you want to use a different markup for every item at end of estimate puts overhead and profit lines just above the the total in your estimate in every cost item is different it loads every cost with a share of the markup now markup is hidden whether markup is hidden or displayed the total is the same QuickBooks let you use nearly any account name job cost wizard does the same you select account names in the QuickBooks options dialogue box we're using the default account names these are fine for us but you can enter any account name if you want account names used in contractor's guide to QuickBooks Pro click the big button using QB XML to integrate with QuickBooks is the best choice okay we're done here job cost wizard turns estimates into invoices that's handy but it's just the beginning if you use QuickBooks I'll switch to QuickBooks using the alt and tab Keys QuickBooks Pro will print statements pay your bills write payroll checks balance your checkbook and track estimated and actual expenses item by item on every job that's more than handy it's essential dumping job cost wizard estimates into QuickBooks saves lots of time I'll show you first let's use alt and tab to get back to job cost wizard notice this is our estimate number 547 let's save this estimate to QuickBooks Pro I'll click on the send to QuickBooks button there is no certificate I'll click yes always so I don't see this screen before every export and I'll click continue yes and done this is a larger estimate it takes a few seconds okay we're done now let's open this estimate in QuickBooks