by JAC
(springfield, mo.)

How do you go about bidding on a job and billing through Quickbooks. Do you do it yourself or have help.

This is the part I don't like to do.

Thanks JAC

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Jul 16, 2013
Bidding & Invoicing Using Software
by: Pauly

Hello Jac,

When I submit a bid I do it all in Microsoft Word. Then I send it to my client.

I can convert it to a PDF but normally just keep it as a Word document. This allows my client to tweak the wording for the banks if need be. Sometimes they have.

It's nothing fancy. Just a list of services with a price to the right of that.

When the work is completed I use Quick Books to invoice. But you can use it to bid as well.

I first started using the cheaper online version of Quick Books until I could afford the full, more expensive program.

I like Quick Books a lot as it numbers my invoices in sequence and I can email it to my client through Quick Books.

It's very important to use some kind of software to keep all of your finances in order or you could miss sending out invoices in which you'll just loose money.

Bidding AND Invoicing in Quick Books for the foreclosure cleaning business is yet another video training that Anthony will show you how to setup.

I keep it very simple using this software but it's also really cool to see all your statistics for the month/year for each client.

Thanks for your questions,

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