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WHPAV
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On the database I built for my company (which has been called a poor man's version of QuickBooks), I have two different types of "projects",each with their own version of a quote, invoice and receipt depending upon whether the project is just a sale with a limited quantity of labor or a full blown contract.  In addition, the Sales invoice is typically due all at once, while the contracting Quote enables me to require a certain percentage of the project up front with the remainder to be paid within 10 days of project completion.  The contracting quote/contract has much more contracting related boiler plate text as well.  The sales form lists all items with their associated unit cost, quantity discount rate (per item) and total line item cost while the contract only lists quantity and names of materials with no prices per line item (although the line items are entered into the database the same way) with a cost page summarizing total cost of materials, cost of labor, cost of travel expenses, and cost of sales tax.   The text fields for the two types of forms are different fields with the Contract having Rich text (vs plain text for the sales form).  Because the quantity of information is much greater for the Contract, it has a completely different graphic layout than the sales form.  All projects (sales or contract), use the same project record (which simplifies accounting!), but which form I  generate is determined by which button I push on the Project form.  It should also be mentioned that the corresponding invoices and receipts match the two styles of quote forms.

 

Does Quickbooks support this kind of flexibility?  I have a friend who thinks I should switch to QB, but after reading this thread, I am pretty nervous about making the transition.

 

Thanks in advance for your reply.

 

Trent

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