What Is Progressive Invoicing In QuickBooks And How To Use It?

QuickBooks comes with hundreds of accounting features and it is best for any kind or nature of business. It’s high-tech and user-friendly features allows you to grow your business. However, there are some hidden features of QuickBooks that most of the users are not aware of. Progressing Invoicing in QuickBooks Desktop is one of them.

You have to make payments more than once while creating an invoice or quote for a project that is undertaken to process it smoothly. Instead of this, we recommend you displaying the amount that the account that is already billed and this process is known as the Progressive Invoicing in QuickBooks Desktop.

Do you want to know about the process of Progressive invoicing in QuickBooks Desktop? If yes, we are here to help you out. You just need to read this article carefully and by the end of this article, you will have complete knowledge about the progressive invoicing.

How To Use Progressing Invoicing Technique In QuickBooks?

Step 1: Turning The Progressive Invoicing Preference On

  • Run QuickBooks and go to Edit > Preferences > Jobs and Estimates.
  • Navigate to the Company Preferences tab
  • Select Yes for both mentioned options

Step 2: Using The Estimate Transaction

After enabling Progressive Invoicing in QuickBooks in Preferences, you have to enter the estimate transactions when you create the quote for your project. The process to create estimate is somehow similar to creating an invoice for a project and it adds using same item lists which what used while creating the invoice.

However, you should know that the estimate transaction and invoice are different from each other. The Estimates have no impact on your books, and it can be described as a non-posting transaction. The estimate includes columns to track your estimated cost and the price of your customer. This will help you in ensuring that you are in positive situation on the bid of a certain project which is in question.

Step 3: Starting The Invoice For A Line From The Estimate

Once you are done with above two steps, you have to start the invoice as a part of the estimate. Now in this step, you have to select Invoice option and then you will be provided the option to create an invoice for entire estimate, a part of the estimate or to choose separate lines on the estimate transactions.

Contact Us For Support

The provided solutions should be helpful for you in understanding and using the Progressive Invoicing feature in QuickBooks Desktop. However, if you are facing any kind of issue or you are not able to use the Progressive Invoicing by performing the provided steps, you need to connect with the Intuit Support department. For this, you need to dial our toll-free QuickBooks Support Phone Number +1866-656-1012 and you will be connected to one of our ProAdvisor who will provide you the required support.