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How to Use Sales Orders for Project Management in QuickBooks
Published 01/20/2010 | 
Hello are you able to offer online help and bill me, I have a few questions regarding QuickBooks and although I’ve done the expert course I still have questions regarding job tracking etc. What I’d like to do is: Enter proposal/estimate for a job. We assign labor and costs to every job. I’d like to invoice off that estimate and apply those costs to that proposal/estimate internally The problem is the project managers want to see an internal invoice that shows all the line items, but as soon as I click print it saves it. I don’t want that saved as its too messy for our client to see, its for internal purposes only. I want the client to see a clean invoice that is right off the proposal that we sent them. If I void that internal one, all the labor/costs/inventory goes back into inventory and it looks like nothing was invoiced. But, I have to either void/pending status it or we have double invoices in our system. Does that make sense? lol
Try generating sales orders for the project managers (they don’t post so you can delete them without affecting a thing). After you turn them on in Edit > Preferences, you can create them from the estimate just like an invoice or purchase order – click the little arrow to the right of Create Invoice and you’ll see the option.
If this doesn’t solve your problem, let me know and I’ll remote into your computer and you can show me exactly what you’re trying to do.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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