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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.

Backup – Times 3

There are 3 types of backups that everyone should have. But if something goes wrong it will be worth it and you won’t even need to panic. By guest blogger - Ben Smyth
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QuickBooks and the Myth of Do-It-Yourself Accounting

You feel the lure of those seductive little marketing messages that they whisper to you, but be careful about falling for that "do-it-yourself" myth, because these seductive little messages don't include some very important information that you need to know in order to make a sound business decision.
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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.

Top QuickBooks blogs to read in 2018
We've been selected by TSheets as a Top QuickBooks blog to read in 2018!
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