Question:  I have my first QuickBooks question.  Situation:  Estimate complete, PO for one aspect of job complete, Bill paid for PO.---When I go to invoice that customer, I see the options for invoicing.  Once I select the option I want, another box pops up telling me there are items billed to this customer. 1) should I uncheck "billable" to prevent this if my estimate revenue is good?  2) can I use this feature for change orders, say 5 doorknobs did not make it on the estimate, go straight to "enter bill" and invoice them that way.

Answer:
You should uncheck billable unless it’s a time & materials contract.  You could add the doorknobs this way, but I prefer adding the change order to the estimate.  This way you maintain a good Estimate vs. Actuals report.

If you are using QuickBooks for Contractors edition, when you make a change to the estimate you’ll get a popup asking if you want to make a note of the change order at the bottom of the estimate.  I usually add a few lines to the change order info so that the customer can sign and date it.  If you don’t have the Contractors version, you can manually add the change order description at the bottom of the estimate.

P.S.  Thanks for the tweet!

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Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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Question:  Is it possible to reprint a copy of our 941 for 4th quarter 2009?  We know we have it but we can not find it anywhere and we need it for a work comp audit this Friday.  Thank you so much!!

Answer:
Try going to Employees > Payroll Center, select Process Payroll Forms, select Federal form, select Quarterly Form 941, and change Quarter Ending to 12/31/09.

If we helped solve your problem, please consider spending a minute or two posting a review for us. ____________________________________________________________

Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

For more QuickBooks Tips & Tricks, subscribe to her monthly newslettter.

Looking for QuickBooks Point of Sale or Enterprise? Call 800-707-0940 or email us to save up to 46% off!

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Question:  If I ran a credit card today for $1250 and want to refund $250, what do I do?

Answer:
Go to Customers > Create Credit Memo/Refunds.  Enter the $250 refund, save it, and select Give a refund from the popup options.

If we helped solve your problem, please consider spending a minute or two posting a review for us. ____________________________________________________________

Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

For more QuickBooks Tips & Tricks, subscribe to her monthly newslettter.

Looking for QuickBooks Point of Sale or Enterprise? Call 800-707-0940 or email us to save up to 46% off!

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