Reports
This section discusses various reports that are available in QuickBooks as well as instructions for creating reports that do not automatically come within the software.
QuickBooks Tip: How to Calculate Over/Under Billings
- You create an Estimate for EVERY job/project
- You've modified the QuickBooks Estimate Template to include Cost and Markup columns and you utilize those columns when building your Estimate
- All of your "Items" have been set-up to capture BOTH revenue and costs (double-sided items)
- You enter ALL job related employee time and vendor costs using double-sided items
- You create Job Types for Over/Under and Completed (with sub-types for years) and assign them correctly to your jobs
QuickBooks at Year-End: Getting Ready for 1099’s
QuickBooks Year-End Tip – Tracking 1099 & W-9 Information
Tracking Timesheet Hours vs Hours Invoiced
A reader asks - I'm looking for a report so I can compare hours reported via the timesheet or really hours that have been paid out Vs. the hours that have been paid for or Invoiced.
See what reports we've suggested.
Continue readingBilling Employee Time to Customers
Billing employee time on customer invoices is something that many business need to do - not just contractors who perform Time & Materials Billing. Making sure that you bill all of the time your employee(s) have spent working on specific jobs or tasks for customers is crucial and depends data that you've entered in QuickBooks. Here's a question from a reader.
Continue readingBreaking Down Payroll by Job, Phase and Cost Code
Breaking down payroll by job, phase, and cost code is something that I'm often asked about by the construction clients/customers that I work with. Construction payroll is probably one of the more complex payrolls that anyone can encounter, see this question submitted by a reader - and my suggestion on how to resolve this.
Continue readingPayroll Tip – Report for hours worked before creating paychecks
Create a QuickBooks Job Cost Report With Hours & Payroll Costs
Creating a Job Cost Report With Hours Worked – QuickBooks Tip
QuickBooks 2011 – New Balance Sheet by Class Report – Part 11
QuickBooks 2011 – New Balance Sheet by Class Report – Part 10
QuickBooks 2011 – New Balance Sheet by Class Report – Part 9
QuickBooks 2011 – New Balance Sheet by Class Report – Part 8
QuickBooks 2011 – New Balance Sheet by Class Report – Part 7
QuickBooks 2011 – New Balance Sheet by Class Report – Part 6
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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