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Make a proposal

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Brandon

02 Apr, 2012 08:18 AM

Hey,
how do I make a proposal or estimate for my Clients?
My iPhone to my iPad doesn't really sync up, I put all the info into the ipad and the info hasnt past over to iphone.
I have tried syncing, (push the sync button on both devices.)
Please let me know, I would like to start to use this easy books ASAP!
Brandon

1. 1 Posted by All about lawns on 03 Apr, 2012 01:28 AM

   

   For estimates,

   I made an account named estimates then create the invoice in that account, when customer needs to be invoiced you just open the invoice in estimates account and change account to one of your income accounts, hope this helps

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2. Support Staff 2 Posted by Admin on 06 Apr, 2012 12:32 PM

   

   We're planning to add support for estimates soon, until then you could use the workaround, but bear in mind that all these "estimates" are really invoices and will affect your profit & loss statement.

   Mathew

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3. Support Staff 3 Posted by Admin on 06 Apr, 2012 12:37 PM

   

   For syncing, you would need to log in on both devices, which it sounds like you have done. Then you need the business you want to start syncing on one device only. Turn on syncing and wait until it has finished uploading the data to the server. Once finished, use the other device and add a business. You should then see the business listed as an available option online. Select it and it should then download and stay in sync.

   Mathew

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4. Admin closed this discussion on 06 Apr, 2012 12:37 PM.

5. Brandon Foehl re-opened this discussion on 07 Apr, 2012 05:29 AM

6. 4 Posted by Brandon Foehl on 07 Apr, 2012 05:29 AM

   

   Thank you for the info Mathew.
   Please have the TECH guys make a way to have a estimate/proposal.

   Brandon & Starla Foehl
   Island View Landscaping
   808.463.7775
   Maui, Hawaii

   • Edit

7. Mark closed this discussion on 10 Apr, 2012 10:30 AM.

8. Brandon F re-opened this discussion on 18 Apr, 2012 08:33 AM

9. 5 Posted by Brandon F on 18 Apr, 2012 08:33 AM

   

   This comment was split into a new discussion: Totals differ between iPhone and iPad

   Thank you for the info!!!
   Another question, the totals are not the same when I input the cost to my phone then it syncs to my iPad. The iPad will show a different total.
   EX: iPhone total I would put in easy books is $10 plus tax $.40= $10.40
   After syncing my iPad It'll show $9.60 (income) and the tax will show as .40 totaling $10.00

   Please help
   Brandon Foehl

   Sent from my iPhone

   On Apr 2, 2012, at 3:26 PM, "All about lawns" <[email blocked]> wrote:

   > This message cannot be displayed because of the way it is formatted. Ask the sender to send it again using a different format or email program. text/plain

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10. Admin closed this discussion on 18 Apr, 2012 08:46 AM.

11. Brandon Foehl re-opened this discussion on 18 Apr, 2012 08:50 AM

12. 6 Posted by Brandon Foehl on 18 Apr, 2012 08:50 AM

    

    Hey, mathew
    Looks like when I input the tax in the "GET tax bar" it gets messed up on the syncing to iPhone to iPad and iPad to iPhone.
    Please let me know what you got for me.

    Mahalo,
    Brandon & Starla Foehl
    Island View Landscaping
    808.463.7775
    Maui, Hawaii

    Begin forwarded message:

    > From: Brandon F <[email blocked]>
    > Date: April 17, 2012 10:33:23 PM HST
    > To: All about lawns <[email blocked]>
    > Subject: Re: Make a proposal [Questions]
    >
    > Thank you for the info!!!
    > Another question, the totals are not the same when I input the cost to my phone then it syncs to my iPad. The iPad will show a different total.
    > EX: iPhone total I would put in easy books is $10 plus tax $.40= $10.40
    > After syncing my iPad It'll show $9.60 (income) and the tax will show as .40 totaling $10.00
    >
    > Please help
    > Brandon Foehl
    >
    >
    >
    > Sent from my iPhone
    >
    > On Apr 2, 2012, at 3:26 PM, "All about lawns" <[email blocked]> wrote:
    >
    >> This message cannot be displayed because of the way it is formatted. Ask the sender to send it again using a different format or email program. text/plain

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13. Admin closed this discussion on 19 Apr, 2012 10:21 AM.