cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Charges

Hello,

I am a marketing company and we have all sorts of little projects that come up during the course of a month. And I need to capture those little work orders and charges and get them to an invoice to the client at the end of the month. What are some options to track these charges? A project that I add to? An estimate? An invoice? Most of our clients are on retainer and we send invoices out at the first of the month but then we also do work outside of the retainer that needs to be billed. Any suggestions or help would be appreciated!

Solved
Best answer June 17, 2020

Best Answers
Highlighted
QuickBooks Team

Charges

Hello, @EnvisionMarketing.

 

Both projects and estimates can track charges to your client.

 

Let me share some information about the difference between Projects and Estimate.

 

Projects feature helps you organized and can track all the moving parts. Using Projects, you can add project income and expenses, tag old transactions to new projects, and run reports from a single dashboard. 

 

On the other hand, Estimates are non-posting transactions that do not impact your sales account. They are quotes you send to customers. The estimate can later be turned into a sales order or an invoice. 

 

You can run an Estimate Report to see the list of all the estimates you have created in QuickBooks Online.

 

You can check these articles to understand more about estimates:

 

 

If you’re still not sure which one to use, I recommend getting in touch with your accountant so you’ll be guided correctly on tracking your transactions in QuickBooks Online.

 

You may also use this article for future reference if you want to know some procedures or steps when using QuickBooks Online. Help article

 

Please let me know if you have any other questions. I am here to help. Keep safe.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Charges

Hello, @EnvisionMarketing.

 

Both projects and estimates can track charges to your client.

 

Let me share some information about the difference between Projects and Estimate.

 

Projects feature helps you organized and can track all the moving parts. Using Projects, you can add project income and expenses, tag old transactions to new projects, and run reports from a single dashboard. 

 

On the other hand, Estimates are non-posting transactions that do not impact your sales account. They are quotes you send to customers. The estimate can later be turned into a sales order or an invoice. 

 

You can run an Estimate Report to see the list of all the estimates you have created in QuickBooks Online.

 

You can check these articles to understand more about estimates:

 

 

If you’re still not sure which one to use, I recommend getting in touch with your accountant so you’ll be guided correctly on tracking your transactions in QuickBooks Online.

 

You may also use this article for future reference if you want to know some procedures or steps when using QuickBooks Online. Help article

 

Please let me know if you have any other questions. I am here to help. Keep safe.

View solution in original post

Highlighted
Level 13

Charges

@EnvisionMarketing 

Explore this app to manage your sales activity, project, and invoice status in one dashboard, and integrate it with your QBO. 

https:// productive.grsm.io/quickbooks

 

 

Need to get in touch?

Contact us