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Chapter 8. Job Cost Estimating and Track... > Setting Jobs and Estimate Preference...

Setting Jobs and Estimate Preferences

To take full advantage of the Estimates feature in QuickBooks Pro, you need to set the preferences for jobs and estimates. Here you can turn on the access to estimates and progress billing and protect yourself against accidentally issuing two estimates with the same number. If you use progress billing, you might appreciate a feature that enables you to leave zero-balance amounts from partially billed estimates off your invoices.

Set Jobs and Estimate Preferences

Select Preferences from the Edit menu.

Click the Jobs & Estimates icon on the left side of the Preferences window.

Click the Company Preferences tab.

If you plan to track jobs by status, check to see whether these status descriptions are appropriate to your work and make any necessary changes.

Click Yes to turn on the estimates feature.

Click Yes to turn on the progress invoicing feature.

Check to have QuickBooks give you a warning if you attempt to issue an estimate with a number that duplicates another estimate. This option is not available if you do not choose to use estimates.

Check to remove zero-balance items from invoices. This option is not available if you do not choose to use progress invoicing.

Click OK to save your settings.


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