http://blog.sunburstsoftwaresolutions.com by Sunburst Software Solutions, Inc. Tue, 07 Feb 2012 13:31:25 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 http://blog.sunburstsoftwaresolutions.com/2012/01/23/working-with-taxable-non-taxable-items-and-customers/ http://blog.sunburstsoftwaresolutions.com/2012/01/23/working-with-taxable-non-taxable-items-and-customers/#comments Mon, 23 Jan 2012 13:20:07 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2933 QuickBooks can handle both taxable and non-taxable customers and sales using the same item list. Find out how by watching this YouTube video.

]]> http://blog.sunburstsoftwaresolutions.com/2012/01/23/working-with-taxable-non-taxable-items-and-customers/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2012/01/09/creating-estimates-in-excel-vs-quickbooks-whats-the-difference/ http://blog.sunburstsoftwaresolutions.com/2012/01/09/creating-estimates-in-excel-vs-quickbooks-whats-the-difference/#comments Mon, 09 Jan 2012 13:15:21 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2876 If you use QuickBooks for your accounting and you create your Estimates in Excel instead of within QuickBooks {which does provide you with an Estimating feature} you loose out on job costing capabilities and so much more!

]]> http://blog.sunburstsoftwaresolutions.com/2012/01/09/creating-estimates-in-excel-vs-quickbooks-whats-the-difference/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2011/11/16/quickbooks-tip-an-audit-trail-for-accounts-receivable/ http://blog.sunburstsoftwaresolutions.com/2011/11/16/quickbooks-tip-an-audit-trail-for-accounts-receivable/#comments Wed, 16 Nov 2011 12:21:54 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2751 An "audit trail" for Accounts Receivable in QuickBooks is only one of the many complexities faced by government construction contractors. Learn various ways to get this type of information.

]]> http://blog.sunburstsoftwaresolutions.com/2011/11/16/quickbooks-tip-an-audit-trail-for-accounts-receivable/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2011/11/15/special-invoicing-requirements/ http://blog.sunburstsoftwaresolutions.com/2011/11/15/special-invoicing-requirements/#comments Tue, 15 Nov 2011 13:25:41 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2740 Dealing with special customer invoicing requirements can be a royal pain! Sometimes it feel like each customer you deal with says "if you don't invoice me like THIS you aren't going to get paid". Learn how to add original PO/Estimate Amount and previous payments received to an invoice.

]]> http://blog.sunburstsoftwaresolutions.com/2011/11/15/special-invoicing-requirements/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2011/09/22/quickbooks-for-contractors-tip-receiving-applying-joint-checks/ http://blog.sunburstsoftwaresolutions.com/2011/09/22/quickbooks-for-contractors-tip-receiving-applying-joint-checks/#comments Thu, 22 Sep 2011 10:41:04 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2657 A contractor will receive a joint check from a General Contractor to pay their subcontractors or material suppliers. Learn how to receive & apply joint checks.

]]> http://blog.sunburstsoftwaresolutions.com/2011/09/22/quickbooks-for-contractors-tip-receiving-applying-joint-checks/feed/ 2 http://blog.sunburstsoftwaresolutions.com/2011/07/25/quickbooks-tip-adding-project-information-to-invoicesestimates/ http://blog.sunburstsoftwaresolutions.com/2011/07/25/quickbooks-tip-adding-project-information-to-invoicesestimates/#comments Mon, 25 Jul 2011 11:45:43 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2430 This QuickBooks tip discusses adding project information - such as the project name and location - to Invoices and Estimates - by using the Ship To Address block in the job record and modify the template slightly.

]]> http://blog.sunburstsoftwaresolutions.com/2011/07/25/quickbooks-tip-adding-project-information-to-invoicesestimates/feed/ 8 http://blog.sunburstsoftwaresolutions.com/2011/06/30/quickbooks-tip-how-to-customize-invoices/ http://blog.sunburstsoftwaresolutions.com/2011/06/30/quickbooks-tip-how-to-customize-invoices/#comments Thu, 30 Jun 2011 10:24:37 +0000 Jo Ellen Peters http://blog.sunburstsoftwaresolutions.com/?p=2373 A QuickBooks tip about how to customize invoices without purchasing pre-printed forms from guest blogger Jo Ellen Peters of Top Notch Bookkeeping.

]]> http://blog.sunburstsoftwaresolutions.com/2011/06/30/quickbooks-tip-how-to-customize-invoices/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2011/06/08/quickbooks-tip-creating-lien-waivers-contract-documents/ http://blog.sunburstsoftwaresolutions.com/2011/06/08/quickbooks-tip-creating-lien-waivers-contract-documents/#comments Wed, 08 Jun 2011 11:15:17 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=2262 A QuickBooks Tip for creating Lien Waivers, Releases, and other Contract Documents from within the software using the Letters function.

]]> http://blog.sunburstsoftwaresolutions.com/2011/06/08/quickbooks-tip-creating-lien-waivers-contract-documents/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2011/03/11/freebie-friday-aia-billing-g-702g-703-training-exercise/ http://blog.sunburstsoftwaresolutions.com/2011/03/11/freebie-friday-aia-billing-g-702g-703-training-exercise/#comments Fri, 11 Mar 2011 11:06:04 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1938 This week's Freebie is an AIA (G-702/G-703) Billing Training exercise.

]]> http://blog.sunburstsoftwaresolutions.com/2011/03/11/freebie-friday-aia-billing-g-702g-703-training-exercise/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2010/11/23/quickbooks-tip-correcting-a-job-assigned-to-wrong-customer/ http://blog.sunburstsoftwaresolutions.com/2010/11/23/quickbooks-tip-correcting-a-job-assigned-to-wrong-customer/#comments Tue, 23 Nov 2010 14:29:07 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1296 A common conundrum for some bookkeepers is to create a job prior to receiving the contract paperwork, so that materials could be ordered - and then finding when the actual contract arrives that the job was assigned to the wrong customer in the QuickBooks Customer List.

]]> http://blog.sunburstsoftwaresolutions.com/2010/11/23/quickbooks-tip-correcting-a-job-assigned-to-wrong-customer/feed/ 2 http://blog.sunburstsoftwaresolutions.com/2010/11/18/quickbooks-tip-purchase-orders-estimates-posting-status/ http://blog.sunburstsoftwaresolutions.com/2010/11/18/quickbooks-tip-purchase-orders-estimates-posting-status/#comments Thu, 18 Nov 2010 14:15:35 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1280 When does a Purchase Order actually post to your job costing numbers - is it when the PO is created or when you post the subcontractors invoice (bill) against the PO.

]]> http://blog.sunburstsoftwaresolutions.com/2010/11/18/quickbooks-tip-purchase-orders-estimates-posting-status/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2010/11/11/quickbooks-contractor-tip-handling-negative-change-orders/ http://blog.sunburstsoftwaresolutions.com/2010/11/11/quickbooks-contractor-tip-handling-negative-change-orders/#comments Thu, 11 Nov 2010 14:52:40 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1255 There are many ways in which people will handle Change Orders when using QuickBooks, such as just going to the original Estimate and changing the dollar amounts of the affected items. This is a "quick and easy fix"; however, it doesn't leave a good documentation trail.

]]> http://blog.sunburstsoftwaresolutions.com/2010/11/11/quickbooks-contractor-tip-handling-negative-change-orders/feed/ 3 http://blog.sunburstsoftwaresolutions.com/2010/11/09/quickbooks-contractor-tip-capture-costs-markup-on-estimates/ http://blog.sunburstsoftwaresolutions.com/2010/11/09/quickbooks-contractor-tip-capture-costs-markup-on-estimates/#comments Tue, 09 Nov 2010 13:09:08 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1235 There are many times that a contractor will want to create a budget, to capture the costs and markup, for a job that they are working on. There are several methods to do so

]]> http://blog.sunburstsoftwaresolutions.com/2010/11/09/quickbooks-contractor-tip-capture-costs-markup-on-estimates/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2010/10/07/quickbooks-2011-batch-invoicing-increases-efficiency/ http://blog.sunburstsoftwaresolutions.com/2010/10/07/quickbooks-2011-batch-invoicing-increases-efficiency/#comments Thu, 07 Oct 2010 11:00:54 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1114 I have two issues with the Batch Invoicing feature. You can only add new customers to a billing group at the Step 1 screen and you cannot determine what Billing Group a customer belongs to in the customer or job record.

]]> http://blog.sunburstsoftwaresolutions.com/2010/10/07/quickbooks-2011-batch-invoicing-increases-efficiency/feed/ 0 http://blog.sunburstsoftwaresolutions.com/2010/10/06/quickbooks-2011-new-collections-center-helps-business-owners/ http://blog.sunburstsoftwaresolutions.com/2010/10/06/quickbooks-2011-new-collections-center-helps-business-owners/#comments Wed, 06 Oct 2010 11:00:32 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1101 The Collections Center is a new feature in QuickBooks 2011 that help business owners and Accounts Receivable personnel manage their Accounts Receivable by easily identifying customers with overdue or nearly overdue payments, by "flagging" them - without having to run any additional reports

]]> http://blog.sunburstsoftwaresolutions.com/2010/10/06/quickbooks-2011-new-collections-center-helps-business-owners/feed/ 4 http://blog.sunburstsoftwaresolutions.com/2010/09/28/quickbooks-2011-new-balance-sheet-by-class-report-part-6/ http://blog.sunburstsoftwaresolutions.com/2010/09/28/quickbooks-2011-new-balance-sheet-by-class-report-part-6/#comments Tue, 28 Sep 2010 11:00:45 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=1048 There is some good news about Receiving Customer Prepayments, and that is -- this problem corrects itself; when you create and apply an invoice to the payment at a later date; because the invoice will have a class assigned to it.

]]> http://blog.sunburstsoftwaresolutions.com/2010/09/28/quickbooks-2011-new-balance-sheet-by-class-report-part-6/feed/ 3 http://blog.sunburstsoftwaresolutions.com/2010/09/15/quickbooks-2011-new-sales-by-ship-to-address-report/ http://blog.sunburstsoftwaresolutions.com/2010/09/15/quickbooks-2011-new-sales-by-ship-to-address-report/#comments Wed, 15 Sep 2010 11:00:12 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=971 Retailers could modify this report and filter it by specific item to see which item is popular in which Cities and States. This information could then be used to determine which items they should discontinue or which items are the most popular so they could run a "sales promotion" on those items focused on specific cities and states.

]]> http://blog.sunburstsoftwaresolutions.com/2010/09/15/quickbooks-2011-new-sales-by-ship-to-address-report/feed/ 2 http://blog.sunburstsoftwaresolutions.com/2010/08/02/quickbooks-for-contractors-tip-%e2%80%93-advanced-progress-invoicing/ http://blog.sunburstsoftwaresolutions.com/2010/08/02/quickbooks-for-contractors-tip-%e2%80%93-advanced-progress-invoicing/#comments Mon, 02 Aug 2010 11:00:11 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=875 Progress Invoicing is a feature of QuickBooks® Pro, Premier and Enterprise editions, however, it is geared toward line item billing; more commonly used by contractors who work on large commercial and/or government construction projects involving a large scope of work or schedule of values and detailed line-item billing.

]]> http://blog.sunburstsoftwaresolutions.com/2010/08/02/quickbooks-for-contractors-tip-%e2%80%93-advanced-progress-invoicing/feed/ 1 http://blog.sunburstsoftwaresolutions.com/2010/07/30/quickbooks-for-contractors-tip-%e2%80%93-basics-of-progress-invoicing/ http://blog.sunburstsoftwaresolutions.com/2010/07/30/quickbooks-for-contractors-tip-%e2%80%93-basics-of-progress-invoicing/#comments Fri, 30 Jul 2010 13:42:22 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=866 Progress Invoicing is a standard feature of QuickBooks® Pro, Premier, and Enterprise editions; each of these versions also offer several options for invoicing as well. In order to implement the Progress Invoicing function you must also utilize the QuickBooks Estimate function – this will eliminate repetitive data entry and help you achieve good job costing reports, such as Estimate vs. Actual reports.

]]> http://blog.sunburstsoftwaresolutions.com/2010/07/30/quickbooks-for-contractors-tip-%e2%80%93-basics-of-progress-invoicing/feed/ 4 http://blog.sunburstsoftwaresolutions.com/2010/07/29/an-introduction-to-progress-invoicing/ http://blog.sunburstsoftwaresolutions.com/2010/07/29/an-introduction-to-progress-invoicing/#comments Thu, 29 Jul 2010 18:25:11 +0000 Nancy Smyth http://blog.sunburstsoftwaresolutions.com/?p=858 If you are a subcontractor, sometimes the General Contractor will have a form that they insist you use (instead of your own invoice form), other times they may insist that you submit your progress billing on an industry standard billing form – such as the AIA G-702 & G-703 forms developed by the American Institute of Architects – or similar plain paper forms containing the same information.

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