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Nancy Smyth

Nancy Smyth has supported Intuit products and end users since 1986, with her primary focus being commercial/government construction contractors. She has been a Certified QuickBooks ProAdvisor since 1999; and as President of Sunburst Software Solutions, Inc., she is a key player in the development of several QuickBooks Add-Ons for the construction industry. She is also the author of the QuickBooks for Contractors blog and the Learn to use QuickBooks in your construction business website.

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Tips for Effectively Using QuickBooks Purchase Orders

Using Purchase Orders in QuickBooks can help you to ensure that your Subcontractors or Material Suppliers do not charge you more than what they originally quoted you for a price and the Open Purchase Order by Job Report can help you to see how much in committed costs there are left on your jobs. Both very valuable pieces of information.

Having said that, you do have to use the QuickBooks Purchase Order function correctly and there are several pitfalls that can happen, that you will want to avoid.

This post provides you with tips for effectively using QuickBooks Purchase Orders as well as entering Bills against those Purchase Orders.

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QuickBooks 2015- The Good, Bad and Ugly, Part 1

This year I've decided to do a three part series called The Good, The Bad, and the UGLY and just highlight things in bullet points with a brief description. I may raise a few eyebrows over some to the things that I end up putting in each of the three categories, but so be it. I'm going to start with the "ugly" things, because I feel some of the following items are just that - ugly. Ugly enough to make some people consider NOT upgrading to the 2015 product line because they will have a negative impact in one form or another.
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QuickBooks 2015 Announced – Important System Requirements

For anyone out there reading this post, if you are still running a Windows XP machine - or have clients running XP - DO NOT UPGRADE to QuickBooks 2015 until you've purchased a new computer! And in my opinion, you should spend the extra money and buy a Windows 7 machine and skip Windows 8 - but that is just my opinion.

Office 365 is supported for basic Word and Excel integration, but the Outlook Sync is not. Additionally, if you rely on QuickBooks Statement Writer, neither Office 2013 or Office 365 is supported.

QuickBooks Add-On Developers, such as ourselves, do not have access to QuickBooks 2015 as yet.

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Simple Controls You Can Put Into Place to Discourage Fraud

As a business owner, there are many simple controls that you can put into place to discourage fraud from happening. Small business owners never intend to leave their doors wide open to theft and white collar crime – it just sort of happens; and unfortunately, small businesses have every reason to be concerned about fraud. Fraud is often a cost of doing business that is hidden from view and unfortunately most business owners only know about fraud only when it's discovered; after the fact and then it is sometimes too late to do anything. Eliminating fraud completely isn't possible, but with reasonable actions made by the business owner, it's impact can be limited. Preventing fraud from occurring in the first place, however, is a win-win situation.
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Business Susceptibility to Theft and White Collar Crime – Are You a Target?

Small businesses are very susceptible to theft and white collar crime, as a matter of fact, a staggering number of businesses falter and even fail because someone on the inside - an employee, vendor or even a partner - steals money, goods, data or intellectual property from an organization. Small business owners never intend to leave their doors wide open to theft and white collar crime - it just sort of happens; and unfortunately, small businesses - especially those that do not have regular audits have every reason to be concerned about fraud.
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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.

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