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. Continue reading
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. Continue reading
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. Continue reading
A QuickBooks Tip for creating Lien Waivers, Releases, and other Contract Documents from within the software using the Letters function. Continue reading
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. Continue reading
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. Continue reading
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. Continue reading
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 Continue reading
