Revising an Estimate

To revise an estimate, display the Create Estimates window, as described earlier in this chapter. Then click the Previous button (located in the row of icons at the top of the window) 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 soft vanilla ice cream in the park on a sunny day, but it’s pretty close.

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 to 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?