QuickBooks for Mac is built as a Mac product from the ground up. If you’re used to usingkeyboard shortcuts, they will be different on the Mac. Converting your file from Windows Want to switch from QuickBooks for Windows to QuickBooks for Mac? The credit will no longer be applied or tied to that invoice.

3Click the Create Invoice button at the top of the window. If you indicated that you might progress-bill a customer or client, QuickBooks displays a dialog box that asks whether you want to invoice the entire estimate or just some portion of the estimate. Answer the question by marking the appropriate option button. Then click OK. QuickBooks creates an invoice based on your estimate. If you need to make any changes, you edit the invoice directly and then click OK. If you don’t see the Create button at the top of your Create Estimates window, maximize the window’s size so it fills the QuickBooks program window.

Increasing the window size should solve the problem. By the way, you can also click the arrow at the right edge of the Create button to display the things you can create: invoices, sales orders, purchase orders, and letters.

Use a QuickBooks estimate to provide prospects a quote for your product or services. The estimate helps you keep track of the sales price you have quoted. In accounting terms, the estimate is considered “nonposting,” which means when you record an estimate you are not yet recording revenue. Estimates also provide the means for QuickBooks to prepare a budget (expected costs and revenue) for a customer or job. There are many job costing reports that use the estimate details. You can view these reports using a sample data file.

From the Reports menu, select Jobs, Time & Mileage, and view the Job Estimates vs. Actuals Summary or Detail (to name just a couple). To practice creating a new estimate, open the sample data file. If you are using your own data file, make sure you have enabled estimates: • On the Home page, click the Estimates icon.

The Create Estimates transaction displays, as shown here. Use estimates to track your projected job costs and to save time creating invoices when the quote becomes a sale. • In the Customer:Job drop-down list, select the customer Allard, Robert:Remodel job. • For this exercise, leave the prefilled values in the Template, Date, Estimate #, and Name/Address fields.

• Click the first field in the Item column and use Installation. Best note apps for mac. Accept the prefilled description of Installation Labor. • In the Qty field, type 10. • Leave the U/M (Unit of Measure) field blank. • Accept the Cost field default of $35.00.

• In the Markup field, type 30%. (See the caution that follows below.) Accept the default Tax line assignment. • In the Item column on the next available row, select the non-inventory part, Flooring. • In the Qty field, type 1. Leave the U/M (Unit of Measure) field blank.