by Sunburst Software Solutions, Inc.
Archives by Month

QuickBooks Tip-Adding Project Information to Invoices/Estimates

Print Friendly, PDF & Email

This QuickBooks tip discusses adding project information – such as the project name and location – to Invoices and Estimates – by using the Ship To Address block in the job record and modify the template slightly.

QuickBooks tipsThere are many times that a contractor, or other business owner, needs to display project information – such as the project name and location – on invoices and estimates.  Displaying project information is very useful, especially when a business is working on more than one job or project for the same customer and needs to make it clear which job or project they are talking about when it’s time to create an Estimate or an invoice.

Adding Project Information to Invoices & Estimates

While there are a couple of ways to add project information – such as the project name and it’s location – to an Estimate or Invoice that you generate; I’ve always used the “Ship To” block in the Job record to hold this information.

From the QuickBooks Customer Center, pick a current Job from the Customers & Job list.  You can click on the job name to select it and then click the Edit Job button OR if you double-click on the job name you’ll be taken to the Edit window.

On the Address Info tab, look to see if there is any information in the “Ship To” block; if there isn’t, click the “Add New” button (located just below the Ship To block).

When you click on the “Add New” button, QuickBooks opens the Add Shipping Address Information window.  Here you will enter details about the job that you want to display on your Estimates and Invoices – see sample screenshot below.

add job information to the Ship To

Right click on the image to enlarge it.

Be sure to check the option for default shipping address, and click the OK button to save the information.  Your Job record now has both a billing and shipping address.

bill to and ship to addresses

Right click on the image to enlarge it.

Next you’ll want to edit your Estimate and Invoice templates.  From the Lists menu, choose Templates (if you aren’t sure which templates you use, click from the Home page click the Estimate or Invoice icons and the template name will be displayed in the upper right corner of the window), double-click on the Estimate template.  This opens the Basic Customization window.

From the Basic Customization window, click on the Additional Customization button.  On the Header tab – check the Screen and Print options for both the Name/Address and Ship To titles – you can even make changes to the information that displays on the final forms.  For example, you can change Name/Address heading to read To Owner and Ship To to Project Information.  See the before and after screenshot below.

customize your template

Right click on the image below to enlarge it.

NOTE:  You may need to change the positioning in the Layout Designer, depending on what other options you select on this window.

Click the OK button twice.

Switch to the Home Page, click the Estimate icon and choose the job that you originally edited.  Your Estimate form now displays both billing and project information.

estimate form

Right click on the image to enlarge it.

When you print your Estimate, this same information will display on your printed form.

printed estimate

Right click on the image to enlarge it.

We hope you’ve found this QuickBooks Tip for adding Project Information to your Estimates and Invoices to be valuable.  If so please take a moment to leave a comment.

11 Responses to QuickBooks Tip-Adding Project Information to Invoices/Estimates

    About Your Host:

    Nancy Smyth, Certified QuickBooks ProAdvisor

    Nancy Smyth, Sunburst Software Solutions, Inc.
    QuickBooks Construction & Payroll Expert

    I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.

    QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

    Top QuickBooks blogs to read in 2018
    We've been selected by TSheets as a Top QuickBooks blog to read in 2018!
    Stay updated!

    Sign up to receive our latest QuickBooks Tips, Tricks & News via email:

    Enter your email address:

    Delivered by FeedBurner

    We promise NOT to sell, rent, or otherwise distribute your name and email address!

    FREE 30-Day Trials

    Request FREE 30-day Trials of QuickBooks add-ons for Certified Payroll, AIA Billing & Payroll Wage Management. Save time and increase accuracy on time-consuming error prone tasks; so you get paid on time!

    Free 30 day trials of QuickBooks integrated add-ons for certified payroll, aia billing and weighted-average overtime

    Certified Payroll Training:
    Learn how to complete a Certified Payroll (Prevailing Wage) Report and fulfill your reporting requirements - 2 hour recorded webinar - $99.99. Click here for more info.

    certified payroll requirements webinar
    QuickBooks Training

    Frustrated with QuickBooks?

    QuickBooks Premier ContractorLearn how to get the MAXIMUM possible results from QuickBooks in your construction business! Visit our new QuickBooks training website, Learn to use QuickBooks in your construction business.

    QuickBooks Time Tracking

    Save 10%/FREE 14-day trial!

    QuickBooks Time Tracker