converting estimates to invoices
How do I get a zero balance on my estimates after invoicing them?
70
11631
aF4Doov34r3QVhacfA8pyY
06/12/09 11:23am PDT
Viewed by asker 06/13/09 3:48am PDT
Viewed by asker 06/13/09 3:48am PDT
4 Replies
Stacy_Stinson
Questions asked: 10
Questions answered: 749
Points earned: 1462
Questions answered: 749
Points earned: 1462
Intuit Solution Provider
Intuit has teamed with a network of Intuit Solution Providers to deliver the personalized and professional services growing businesses need. Get help with finding the right solution, implementation, customization, integration, education, IT and accounting
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Allstar
Advisory council of community power users.
ProAdvisor
Members of the QuickBooks ProAdvisor Program
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks POS experts
06/12/09 12:05pm PDT
You don't unless you manually change it. Estimates stay constant whether they've been invoiced or not. You could use Sales Orders to see if it has been invoiced in full, but not Estimates.
Stacy Stinson
SLS Reporting
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
Stacy Stinson
Dynamic QB Solutions
Intuit Solution Provider
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
www.DynamicQB.com
Dynamic QB Solutions
Intuit Solution Provider
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
www.DynamicQB.com
06/12/09 2:11pm PDT
Thanks for the reply, Stacy. When I go to the "How do I" help on an estimate and click on "create invoice from estimate" and click on "see if estimate has been invoiced", it says--if estimate has been invoiced, the open balance for it will be zero. None of my invoiced estimates show an open balance of zero. Is the Quickbooks "How Do I" answer incorrect?
Stacy_Stinson
Questions asked: 10
Questions answered: 749
Points earned: 1462
Questions answered: 749
Points earned: 1462
Intuit Solution Provider
Intuit has teamed with a network of Intuit Solution Providers to deliver the personalized and professional services growing businesses need. Get help with finding the right solution, implementation, customization, integration, education, IT and accounting
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Allstar
Advisory council of community power users.
ProAdvisor
Members of the QuickBooks ProAdvisor Program
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks POS experts
06/12/09 4:42pm PDT
The open balance will show $0, but the 'Open Balance' is not on the actual Estimate.
If you open your customer center so you can see the customer information with transactions listed under it. (Customer list to the left.) Right Click on the bar where it says Type, Num, Date above the trasactions. Select Customize columns. Move Open Balance from the left to the right column and click OK. If a Estomate has been fully invoiced HERE it will show 0, but never on the Estimate itself.
(There are other places to see the Open Balance too.)
Hope that helps
Stacy Stinson
SLS Reporting
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
Stacy Stinson
Dynamic QB Solutions
Intuit Solution Provider
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
www.DynamicQB.com
Dynamic QB Solutions
Intuit Solution Provider
Advanced Certified QuickBooks ProAdvisor
Certified Enterprise Solutions ProAdvisor
www.DynamicQB.com
06/13/09 3:48am PDT
Latest post
The open balances I am seeing now relate to the invoice. The invoices which have been paid are zero. I am trying to get the estimates to automatically know when they have been invoiced so they go to zero or go inactive. Currently, when I invoice a customer, I get a list of estimates from which to choose. I have to search through all of the estimates which have already been invoiced for the one which has not been invoiced.
