Estimate 2.0- Invoicing

[Gene@mpls]

I have Estimate 1 and am about to upgrade to 2.0. I believe that it will handle
the estimating end better than what I am using. My concern is with the
invoicing function- does it do what you need it to and is it easy to use? I
read a couple of questions in their support forum that got me thinking.

#1 -- concerned the import into Qbooks taking a long time ( they thought
it was because QB had a lot of customers in it (*lordy do I have a lot of customers in QB!*)

#2-- was the taking deposits feature not being imported into Qbooks-
deposits have always been a problem for us to keep track of.

I appreciate any thoughts any of you have on Estimate 2.0 and how it is
working for you. Thanks Gene

 

[Mark Smith]

Hi Gene!

I'll leave it to the others as to "how it is working for them," but I'll happily give a couple of technical answers.

#1 - The customer in question has 25,000 customers in QuickBooks. If you have more than, say, 5000 - perhaps there will be an issue. Up to that level you should be fine, and FWIW, that's the only customer that I am aware of who has mentioned the issue. Phillip our Tech guru would know for sure.

#2 - Now that taking deposits is integrated directly into EstiMate, they are transferred directly to QuickBooks as a line item on your estimate/sales receipt/invoice once you specify your deposit account.

Hope this helps!

 

[Mark Smith]

Hi Gene!

I'll leave it to the others as to "how it is working for them," but I'll happily give a couple of technical answers.

#1 - The customer in question has 25,000 customers in QuickBooks. If you have more than, say, 5000 - perhaps there will be an issue. Up to that level you should be fine, and FWIW, that's the only customer that I am aware of who has mentioned the issue. Phillip our Tech guru would know for sure.

#2 - Now that taking deposits is integrated directly into EstiMate, they are transferred directly to QuickBooks as a line item on your estimate/sales receipt/invoice once you specify your deposit account.

Hope this helps!