How to Revise an Estimate in QuickBooks 2017 - dummies

How to Revise an Estimate in QuickBooks 2017

By Stephen L. Nelson

To revise an estimate in QuickBooks 2017, display the Create Estimates window. Then click the Previous button until you see the estimate. Make your changes, and QuickBooks recalculates all the totals. Smile. Imagine doing this task by hand — the recalculations, the looking up of prices, the retyping, the inordinate amount of wasted time.

Making these changes automatically with QuickBooks doesn’t quite beat a hot dog with sauerkraut in the park on a sunny day, but it’s pretty close.

When you revise an estimate, QuickBooks asks whether you want to treat the revision as a change order that appears on the estimate. If you indicate “Yes, that sounds like a solid idea,” QuickBooks adds detail to the estimate to clearly flag and describe whatever bits of the estimate you changed: items, quantities, prices, and so forth.

You can keep only one estimate per job. After you click Save & New, any changes that you make automatically take the place of the old estimate. If you make changes in an estimate, though, you can tell QuickBooks to treat the revision as a change order. With a change order, the modifications to an existing estimate get added to the bottom of the estimate. Cool, right?