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 Created an Invoice from Estimate in QuickBooks - $ missing? 
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Joined: Thu Aug 21, 2008 3:39 am
Posts: 40
Post Created an Invoice from Estimate in QuickBooks - $ missing?
I was able to successfully transfer an estimate from Clear Estimates into QuickBooks, using the instructions found here: http://www.clearestimates.com/online-manual/309.htm

However, when I tried to create an invoice from the estimate, the dollar value of the estimate changed. Is this a glitch with QuickBooks or Clear Estimates? Is there a way to fix it?


Tue Jul 21, 2009 3:53 pm
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Joined: Tue Aug 19, 2008 1:44 am
Posts: 74
Post Re: Created an Invoice from Estimate in QuickBooks - $ missing?
Yes, there is a quirk in QuickBooks that for some reason (even if you specify to transfer 100% of the estimate value) transfers the labor costs over into the invoice, but assigns 0% of the estimate amount for material and subcontractor costs.

Fortunately there is a way around this that doesn't take too much time. I've drafted a set of instructions and have provided them in two formats:
  1. To see these instructions in your web-browser, click here: http://www.clearestimates.com/quickbooks-invoice/
  2. To see these instructions in PDF format, click here: http://www.clearestimates.com/ConvertingEstimatetoInvoice_QuickBooksPro.pdf


Tue Jul 21, 2009 4:12 pm
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