off topic quickbooks

Michael S Murray · Post by **Michael S Murray** » Tue, Nov 20 2007, 1:53PM

Hey everybody,
Any one using quick books to invoice your clients? We are having trouble with the partial billing and would appreciate talking to any one who has it figured out.
Thanks,

mikesand · Post by **mikesand** » Tue, Nov 20 2007, 6:05PM

there are a lot of ways to progress bill. So it depends on how you do it. I line item the various phases of the job. When you enter their payment select their invoice and the amount will be applied. It will not show as a line item but it will show in the total. You can then print a customer statement which will show the payment details. You can also create an item called payment and apply it as you would any other item. Finally if you use Pro you start with the estimate feature, which has partial billing as a option. You can actually apply the payment to specific items.

The most importaint thing is that you set up the chart of accounts and item list in a way that reflects your business practices.

Hope this helps.

Michael S.

Michael S Murray · Post by **Michael S Murray** » Tue, Nov 20 2007, 6:13PM

Thanks Mike, I will send this to my Office manager and see what she has to say. Thanks to Mike K for the phone call also. I appreciate it.We have been using quickbooks extensivly for quite a while. I am just trying to tune up the office, consider it just as important as the shop floor.

Mike Bowers · Post by **Mike Bowers** » Wed, Nov 21 2007, 9:18AM

We use Quick Books as well, what I would like to see in a future version of eCab are QB extensions. Just my 2 cents....
Mike

Michael S Murray · Post by **Michael S Murray** » Wed, Nov 21 2007, 9:23AM

and mine make 4

Mike Seisser · Post by **Mike Seisser** » Wed, Nov 21 2007, 9:46AM

Add .02 for me as well.