Save your logo to the hard drive on your computer and note the file name and directory location, which you'll need in step 4. In QuickBooks Pro, click on 'Lists' in the menu bar and select 'Templates' from the drop-down menu. When the Templates window pops up, double-click on the template you wish to modify.
By In QuickBooks, job costing starts with an estimate. An estimate is just a list of the estimated costs you’ll incur for some job you’ll perform for some customer. Assuming that you already created a job and told QuickBooks that you use estimates, here are the steps that you follow to create an estimate:.
Choose Customers → Create Estimates. QuickBooks opens a Create Estimates form, which bears an uncanny resemblance to the Create Invoices form that you’ve seen if you’ve worked with QuickBooks at all. The Create Estimates window. Start filling in the blanks.
Choose the appropriate Customer:Job from the drop-down list at the top of the form. QuickBooks automatically fills in as much information as it can — usually at least the Name/Address text box — on the form. In the example, the job is “Unique Design for Grotto Shop,” the “Unique Design for Grotto Shop” being the fictional job your fictional retailing business had agreed to perform. If you configured QuickBooks to track classes, the appropriate drop-down list shows up in the top center of the form. Go ahead and use the box, if appropriate. Feel free to change the default settings — the Date and Estimate #, for example.
Add the line items — details, details, details. You fill in the details of a Create Estimates window in the same way that you fill in the details of a Create Invoices window. One field that is unique to the Create Estimates window is Markup.
The Markup field, which appears on some versions of the Create Estimates window, adds a specified percentage of the line item price total. Refer to the image above, where the markup percentages are specified as 100%, so the Amount column values get doubled in the Total column, or increased by 100%.
However, if the specified markup equaled to 100 (and not 100%), the values shown in the Total column would all be $100 greater. The Markup field doesn’t appear on all versions of the Estimates template: only the Custom Estimate and Proposal templates. Each line item that you want to include on your job estimate needs to be described in the Items list. Note that because you often sell work to clients and customers by using, in part, an estimate, you’ll typically want to include full descriptions of the items. (Optional) Add any optional information. Use any of the other boxes available in the Create Estimates window to collect and store additional information. For example, just as with the Create Invoices window, you can click the Customer Message drop-down list and choose or write a friendly message.
You can also use the Memo field to write a note to yourself regarding the job. Or maybe add some notes about the screenplay that you’ve been thinking about pitching to the studios. Whatever suits your fancy.
If you want to include other items in the Create Estimates window, you can customize that window. Click the Formatting tab to show the Formatting ribbon and then click the Customize Data Layout button. QuickBooks displays a dialog box that you can use to control which bits of information appear on the estimate. Before you print that estimate, remember that information in the Create Estimates window isn’t the same information that appears on the written estimate.
To see how the printed version looks, click the down arrow below the Print button in the Create Estimates window, and choose Preview from the drop-down list. The result is a full-page image, shrunk to fit onscreen. If you haven’t saved your estimate yet, go ahead and click either the Save & New button or the Save & Close button. To examine the estimate (or any onscreen QuickBooks form) more closely, either click the Zoom In button at the top of the Print Preview screen or move the mouse cursor over the image. When the cursor looks like a magnifying glass with a plus (+) sign in it, click the left mouse button. Because you can see only part of the preview this way, use the scroll bars at the bottom and right of the windows to move around to the different areas. Note that the magnifying glass now has a minus (–) sign in it, and the Zoom In button toggles to Zoom Out.
If you complete more than one estimate, you can use the Prev Page and Next Page buttons on the Print Preview screen to look at other estimates. When you finish, click the Close button. When you get back to the Create Estimates window, click the Print button; QuickBooks Pro displays the Print One Estimate dialog box. Click Print to print the estimate without any further ado. If you haven’t used QuickBooks to print estimates before, you may need to set up your printer for this task first. To do so, choose File → Printer Setup and then choose Estimate from the Form Name drop-down list.
![How to print checks on quickbooks for mac How to print checks on quickbooks for mac](/uploads/1/2/5/6/125633069/405477938.jpg)
Specify the printer settings that you want for printing estimates. (This process works the same way as it does for printing other forms, such as invoices.) Click OK when you’re done. The Print One Estimate dialog box that QuickBooks displays after you click Print in the Create Estimates window also works the same way as the Print One Invoice dialog box does.
The biggest change in is hidden under the hood. A change in the way QuickBooks accesses the Mac’s memory, which previously required extensive modification of the entire code base, should make the application faster and more reliable. Although this took up the bulk of this year’s development cycle, the QuickBooks for Mac team also found time to add a few new features.
Fully ARC Enabled The 2016 version of QuickBooks for Mac was completely overhauled to take advantage of Apple’s run-time memory model called ARC, or Automatic Reference Counting. While this is largely invisible to the end-user, this required the team to rewrite portions of the code for every window, form and button – a massive undertaking. The end result should be quicker and more stable files. While testing this summer, there appeared to be fewer incidents of the infamous “Working” alert. New Timesheets Both the Single Activity and the Weekly Timesheets have been overhauled.
The Single Activity has a cleaner, more modern look, and the Weekly Timesheet now includes the ability to sort columns and print. Resize columns on forms Not being able to adjust the column sizes on forms, such as invoices, has long been one of those small irritations for accountants used to working with the Windows version. Previously, form columns only resized when the entire form window was adjusted; there was no control over individual columns. Now, users will be able to select and drag column separators to adjust column widths when working in all forms. Envelope Printing The Print Checks, Purchase Order Invoice and Sales Receipt windows now all include a Print Envelope Button.
The envelope printing function includes a number of built-in templates, but can also use customized templates. The envelope template selection is controlled from the Preferences window. Import Transactions from Square The transaction Importer, which was introduced in QuickBooks for Mac 2015, now includes the ability to import Sales Receipts from Square. Last year’s release included many new features, including batch transaction importing, drill down on sales tax reports and a budget redesign. This year’s update was just as huge, but in a way that is not immediately obvious to the user. The redesign of the memory system should result in performance improvements that will benefit all accountants and their clients just as much as a showy new feature. QuickBooks for Mac 2016 is included with your QuickBooks ProAdvisor ® subscription.
It will only run on Mac OS 10.10 (Yosemite), or the soon-to-be released Mac OS 10.11 (El Capitan). Victoria Cameron is the principal of Victoria Rehrig Cameron Consulting, LLC, specializing in providing QuickBooks support and training to small business. She is also a founding partner in Cloud Consultancy, LLC, a business process consulting firm, and the creator of AERO Workflow Manager.
She holds Advanced Certification in QuickBooks from Intuit, as well as certifications in QuickBooks Point of Sale and Enterprise Solutions. A Mac user for almost 30 years, she is also certified by Apple in Mac systems integrations. Her background includes working as a CPA and Small Business Consultant with KPMG Peat Marwick, as well as CFO in start-up companies. She graduated from Stanford University with a degree in Economics.