Skip to main content
R
robertlocke75
December 27, 2019
Question

In my business I do a lot of work with install and then ongoing costs I cant work out how to do this with the estimates on here, can anyone advise?

  • December 27, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

E
EmmaM
December 27, 2019

 

Hello robertlocke75

 

In the estimate what are you looking to be able to show? Which version of the QuickBooks Online are you using, Simple Start, Essentials or the Plus package? Progress invoicing may be an option as you can add to the estimate and part invoice the costs on the estimate as you go along with the job.

 

Emma

 

 

R
robertlocke75Author
December 27, 2019

Hi Emma, 

My business is based on installation costs then monthly one off costs, currently I have to show these as different columns on excel, 

So quote/estimate would show the install costs and the monthly ongoings as two different costs on the quote. that way the customer knows that 'X; is the one off for the equipment labour etc and 'y' is the monthly rentals

Hope that makes sence

Thanks

 

G
GeorgiaC
December 27, 2019

Hello robertlocke75,

 

To do this, you can split the transaction over several lines on the estimate. 

 

When creating the estimate, on the first line below product/service, select or create a service for instillation (X), and enter the amount of this.

 

On the second line below this, in the product/service drop-down box select or create a P/S for monthly outgoings (Y) and enter the amount. You can also enter a description on each transaction line to clarify to the customer what this charge is for. 

 

Please let us know if this does not work for you,

 

Thanks 

Terms & ConditionsAccessibility statement