If you are anything like me, you've kept notes about Customers, Vendors, and Employees in QuickBooks for years - sometimes these notes were just little things like the name and extension of the really on the ball sales rep of your biggest vendor, the architect name and phone number for a job, or when an employee reached a specific milestone like change apprentice levels. These notes were clearly visible when we looked at the employee, vendor, customer or job record and helped us to see or find these little tidbits easily. New versions of QuickBooks still contain our notes - they just aren't readily available when we click on an employee, vendor, customer or job record. This post is about a QuickBooks tip on finding employee, vendor and customer notes after upgrading to a new version of QuickBooks. Continue reading →
Most of us strive for an organized work space and a clean desk – if not on a daily basis at least once in blue moon. But few of us ever think about including our QuickBooks file when we think of “cleaning up at year end”. You probably think I’m a little nuts, right? Well maybe I am, but…… Continue reading →
Payroll management isn't an easy task and certainly involves more than just getting paychecks distributed in a timely manner. One area that businesses seem to have a hard time with is putting a plan in place to ensure payroll deduction authorization forms are properly collected and errors are prevented. Payroll deduction authorization forms are a must if you are taking money out of an employees paycheck for anything other than required payroll taxes. Yes, I know - more paperwork! You can implement a simple system in which the authorization forms can be numbered as they come in and a log may be maintained to help keep track of the forms. QuickBooks can help you to automate this process and even help you store this information electronically by attaching the authorization form to the employee record. Also, be sure to let employees know when the deductions will take effect. Generally, deductions would activate during the following payroll processing period after they were received. Continue reading →
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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