klkanders

I am thinking on purchasing Quickbooks Pro. My question is regarding the different forms available when creating estimates or invoices. Is there one or more choices available that shows Item, Description, Quantity, Rate, Total on the computer screen but only shows maybe Description, Quantity and a Total of all on the customers printed form?

For inventory I would like to have it all listed for me for tracking purposes.
However I would prefer the customer not seeing in print how it is all broken down.

Any info would be great. Thanks!

a1propertyclean

Quickbooks will do all that but you'll have to make sure to take the time to print purchase orders and receive the inventory into your system.

Most contractors find that it's more time-consuming than they are prepared for, though, so it depends on how much time you're willing to spend on it. If you have a lot of purchases during the month, it could be tough to keep up with it when you get busy.

But, to answer your question.......... yes, it can be done in the regular Pro version.

Linda

__________________
Linda Hall
All REO Preservation Services
http://allreopreservation.com
allreo.mailbox@gmail.com

klkanders

Thanks Linda!
Anyone else hiding the quantity and rate info from the customer on their invoice?

Double-A

You can customize the form to show just what you want to on the screen and it can be different from what prints.

From the menu, select Lists, Templates, the form you want to change, then select the Open Form button on the bottom of the Templates window.

Now, open the customization form...




You'll see the following and note that you can display things on the form on the screen only or to print only, or both.



You can also just look through the help in QB, its quite extensive.

Hope this helps.

__________________
"My clients’ wishes are the center of my attention." -- David Guido, a contractor in Woodstock, N.Y.
New York Times, July 20, 2006

klkanders

Thanks Double A!
Can you show me a couple more screen prints under Additional Customization for Columns?
Thanks!

Double-A

I'm not sure why, but here ya go.

__________________
"My clients’ wishes are the center of my attention." -- David Guido, a contractor in Woodstock, N.Y.
New York Times, July 20, 2006

klkanders

Double A,
That's it! Here is why. The other screen prints were good to see but that last print tells me exactly what i was wondering and more! I just needed to see what was available to hide for quantity, rate, etc...
I appreciate your time!

bujaly

Double A, i love the pretty blues you selected for your QB skins.. Very feminine...

__________________

Double-A

Oh stop. You're just embarrassing me now.

__________________
"My clients’ wishes are the center of my attention." -- David Guido, a contractor in Woodstock, N.Y.
New York Times, July 20, 2006

mikezap

The pretty blues are better than the other choices, like puke lime green.

Sarah9910

If you haven't purchased yet, consider premier version, preferable Accountant Premier Edition. Just a thought. There is a comparison chart on my web page, on the articles and links page.

__________________
Sarah Keiser, Business Consultant for Contractors
Success In-Formation LLC
Leading the Way in Software Education
www.successif.biz

klkanders

Sarah, Thanks for your reply.
I am an owner operator of a just started landscape lighting company and I do this on the side from my regular job which is full time landscaping/tree moving. I don't see myself having any employees anytime soon or at all.

Knowing this would you still say I need anything more than Quickbooks Pro?
If so why?
Thanks much for your time!

Keith

Sarah9910

I never tell anyone to go to a higher version than they want to because you can always upgrade. Of course it's a good idea to plan to keep the first version for a year, or until a new release comes out.

You don't need Premier unless you want the benefits of more reports, change orders and some of the other features of the contractors edition. BYW: there is a service/work order program that integrates with QuickBooks if you ever get to that. I haven't seen it yet but plan on taking a webinar soon to review it.

Good Luck, I'm sure you will do well, Hopefully you'll have time to keep it up, you sound busy, working days and nights.

__________________
Sarah Keiser, Business Consultant for Contractors
Success In-Formation LLC
Leading the Way in Software Education
www.successif.biz

klkanders

Thanks Sarah!
I will have to check out that service/work order program also.
Yes hopefully I will be busy and have a good working year.

Keith