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QuickBooks Setup & Cleanup

Setting up a new QuickBooks® file – OR – cleaning up an existing file, so that you can view your numbers in a meaningful way in reports, can be a daunting task!

QuickBooks® provides a very basic Chart of Accounts and Item List, for both General Contractors and Specialty Trades, and it’s up to you to customize them to suit your needs.

This section will provide you with tips for making your numbers mean something when you look at reports.

QuickBooks Productivity Tip – Customizing Lists

A good example of customizing information that is displayed in the Chart of Accounts List would be to automatically know, just by looking at the Chart of Accounts, which accounts had been flagged as being 1099 accounts - without having to go into the 1099 Preference and determining which accounts had been selected. Simple customization such as this will help you get more done in less time - because you don't have to constantly search for information.
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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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