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QBO TOP 40 COUNTDOWN (to #QBConnect) Progress Invoicing work around

Progress Invoicing work around. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Progress Invoicing work around

This is an excerpt from my Job Costing workaround, you can find the entire PDF here: https://stacyk.site/JobCosting201708

I would change the reference number of Estimate #2120 to #2120.01 to indicate that it was the first of the estimates used for the project (alternatively, you could just add another Estimate #2120, duplicating the reference numbers, and use the internal memo field to indicate 1, 2, 3, etc). Add the description of the total project in the description of the Estimate so the customer can see the details. Now, duplicate the estimate by clicking the COPY button at the bottom of the screen. Now, edit the line items of the new Estimate to show the remainder of the project, with the details in the description area of a line that has no item in it, just as you did in the original one. Now number this one 2120.02. Should you need more than 2 invoices, keep repeating the process and numbering accordingly. (Keep in mind, you’ll need to adjust the next new Estimate to the next actual number in the sequence – in this case, it should be 2121, but QBO will default to 2120.03).

progress invoicing 01 1

progress invoicing 02 1

 

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