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Progress Invoicing in QuickBooks Desktop

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Hector Garcia CPA

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Topics contained in this video:

00:00:00 – Intro QuickBooks Desktop
00:00:46 – How to turn on estimates and progress invoicing
00:02:06 – How to create estimates (step by step)
00:08:09 – How to progress invoice (step by step)
00:17:41 – Reports
00:19:09 – Create invoice (example)
00:21:02 – Reports (job estimates vs actuals summary)
00:22:15 – Job progress invoices vs estimates
00:22:37 – Customize report (filters)
00:23:34 – Customers (job info)
00:27:18 – Job progress invoices vs estimates (done)
00:29:18 – Estimates and change order (only on Accountant, Enterprise or Premier Edition, Contractor Mode)

Hector Garcia, CPA covers doing progress invoicing with QuickBooks Desktop (Pro, Premier, Accountant, and Enterprise) specially useful for Contractor and Construction industries.