Send an estimate from National Estimator Cloud (NEC) to QuickBooks Online as an invoice. Your original estimate doesn't change.
Send the invoice from NEC
Click Main Menu < File Menu, then click Create Invoice.
In the Amount of Detail box, choose what you want to show on the invoice. See Choose what customers see below.
Select QuickBooks Online as the program you use to send invoices.
If you haven't connected QuickBooks Online yet, NEC asks you to sign in. For help, see Accounting Settings.
Choose Full Invoice or Progressive Invoice.
Full Invoice bills 100% of the costs in your estimate. NEC sends it to QuickBooks Online right away.
Progressive Invoice bills only part of the job, such as the work finished this pay period. For help, see Progressive Invoices.
Choose what customers see
Your estimate is for internal use. It shows all costs, tax, overhead and profit. Your invoice goes to the customer, and most customers don't need to see every cost or your markup. Use the Amount of Detail box to control what appears.
Material, labor, equipment and subcontract costs
Choose one option under each column heading:
Show All shows every work description and every cost. Most customers don't need this much detail.
Subtotals Only shows every work description, but only the costs for subtotals you added to the estimate. If you added no subtotals, only the job subtotal appears. This works well for estimates longer than a page or two.
Omit Entirely shows every work description but removes the costs in that category. For example, use it to remove material costs when the owner supplies the materials.
You can also choose:
Show Only Item Totals hides the breakdown of labor, material, equipment and subcontract costs. Only total costs remain.
Omit Work Descriptions removes all work descriptions. Only subtotal descriptions and costs remain.
Markup and tax
Choose one option:
In Every Cost Item spreads the markup or tax across all costs. Use it to hide overhead, contingency or profit from the customer. Your total may differ slightly from your estimate because of rounding.
At End of Estimate shows markup and tax at the end of the invoice, as in your estimate.
Omit Entirely removes markup or tax from the invoice. Use it if you want to add them yourself in QuickBooks Online.
Is tax missing in QuickBooks Online?
QuickBooks ignores the tax NEC sends. You add it yourself as a new line at the end of the invoice. See Sales tax doesn't appear on my QuickBooks Online invoice.
View and print the invoice in QuickBooks Online
Open your QuickBooks Online company.
Click + New, then click Invoice under Customers.
Click the circular time icon at the top left.
Click your new invoice at the top of the list.
Check that the invoice is correct. You can change nearly anything on it. If tax is missing, see Sales tax doesn't appear on my QuickBooks Online invoice.
Click Save to add the invoice to your QuickBooks Online company.
Click Print or Preview at the bottom of the page.
Click Print to send a paper copy, or Download to send the invoice as an email attachment.
đĄTips
QuickBooks Online invoices show your customer's name and address if you entered them. In NEC, go to the Tools Menu, then see Edit Customer Information.
Creating an invoice doesn't change your original estimate.
If the scope of work changes (change orders), add the changes to your original estimate. Your next invoice will include all additions and deletions.