This is fantastic. I love the way you explained it by detail and it made it easy for me. I deal with AIA everyday and just couldn't understand how to do it on QB. YOu really helped. Now i need to know how to customize the Progress Invoice for mine looks off. Please help. Thank you
I thoroughly could follow with you and understood your step x step tutorial. It was sooooo helplful! How do you add a credit to AIA and translate that to QB?
can AIA billing be done in regular premier desktop version or only in Contractor version and what is the difference between contractor and Reg Premier editions
Hi Stanley, the actual AIA can not be done in QuickBooks, what I show is more of transferring the information of the AIA to QuickBooks. QuickBooks uses progress billing that can help with your AIA Invoicing.
You can do progress billing online check this video out ua-cam.com/video/OEY0ZnI1tDY/v-deo.html. It is not as detailed as the desktop version. But you can use items and progress billing online. If you would like me to help you on set up, please contact me through my website.
Yes there is, you can pull a report called, Job Progress vs Estimates. Then customize it by adding Open balance to the report. You can take a look at how the report looks like here: bit.ly/2S0JanA
the invoice you created looks nothing like the AIA billing form
Is there an interface with QB for AIA format invoicing?
This is fantastic. I love the way you explained it by detail and it made it easy for me. I deal with AIA everyday and just couldn't understand how to do it on QB. YOu really helped. Now i need to know how to customize the Progress Invoice for mine looks off. Please help. Thank you
I am glad it helped. If you need personalized help. You can schedule a 1 on 1 training from my website.
EC QuickBooks Training I would love that. I need to create a progress invoice
Wow thank you so much this was great!
How do I integrate for population and regular use AIA g702 and g703 for constant different jobs?
I see in this example that the account you use is 4260-Construction Income in the item list. Is this primarily what you would use for AIA billing?
can I customize an invoice so it is a progress billing similar to AIA including balance to finish?
It is possible to customize the invoice close to AIA Form. I will make a not to make a video for this. Thank you for the comment.
@@ecquickbookstraining Did you make that video? Also Is there a template out there for "close to AIA" invoicing or do we have to create ourselves?
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I thoroughly could follow with you and understood your step x step tutorial. It was sooooo helplful! How do you add a credit to AIA and translate that to QB?
Did you ever find a way to translate a credit on an AIA app into quickbooks?
can AIA billing be done in regular premier desktop version or only in Contractor version and what is the difference between
contractor and Reg Premier editions
Hi Stanley, the actual AIA can not be done in QuickBooks, what I show is more of transferring the information of the AIA to QuickBooks. QuickBooks uses progress billing that can help with your AIA Invoicing.
Hi, Can I do it on Quickbook online?
You can do progress billing online check this video out ua-cam.com/video/OEY0ZnI1tDY/v-deo.html. It is not as detailed as the desktop version. But you can use items and progress billing online. If you would like me to help you on set up, please contact me through my website.
Hi. Is there a way to show the balance to finish?
Yes there is, you can pull a report called, Job Progress vs Estimates. Then customize it by adding Open balance to the report. You can take a look at how the report looks like here: bit.ly/2S0JanA
Can you receive payments and apply them to each item on an invoice?
You can bill your client for the items you have worked on only to get payments for those items.
Very Helpful
I am glad it helped!