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How do Amazon Merchants Reconcile in QuickBooks? Webinar

One of the biggest struggles for merchants that sell on Amazon Seller Central; or participate in Amazon FBA is how to reconcile their orders with the payments received. Amazon pays their merchants either weekly, bi-weekly, or in some rare cases daily. The majority of merchants I work with are paid bi-weekly or weekly. They also combine all types of payments in your settlement; making it almost impossible to truly see the details behind Seller Central versus FBA sales.
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Employee Reimbursements-Accountable vs Non-Accountable Plans

The IRS has very strict rules about how a business should handle employee reimbursements. If you make the payment under an accountable plan, deduct it in the category of the expense paid.  If you make the payment under a non-accountable plan, deduct it as wages and include it in the employee’s Form W-2. Avoiding paying unnecessary taxes on employee reimbursements involves keeping detailed and accurate records separating out how much your business spends on different types of expenses.
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A secret revenue hidden in most contracting businesses

If you have a business that estimates between 3 and 5 projects per week, making a few small changes can generate between 5 and 10 thousand extra dollars per year. This secret can also pre-qualify tire kickers and increase the closing rate on the jobs you bid.

Here's the secret: Begin charging for estimates!

Not possible you say? Let's take a closer look:

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Employees and Company Credit Cards – What’s the Charge?

It's a common practice among business owners to provide their employees with company credit cards. In some cases it really makes sense - but caution should be used if this is a common practice in your business.

It is vital to for a business owner to review credit card statements and other bills for personal charges and collect the money from the staff member as soon as possible. If the employee cannot pay the monies back by cash or check right away, a receivable should be created for the employee until the charges can be deducted from their paycheck.

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Unconditional Waiver / Release Upon Final Payment – Part 5

Once you’ve successfully collected your final payment it’s time to give your customer an “Unconditional Waiver and Release Upon Final Payment” form (#4 release).

Never issue a #4 release form unless you have been successfully paid in full for the entire project. If you do even though you haven’t been paid and you didn’t allow for the exceptions then the courts wouldn’t side with you because unconditional is unconditional – it’s final.

If you have suppliers include the same forms from them.

This article is an overview of waiver/release forms and is not legal advice. Please contact an attorney in your state with any questions you might have.

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Conditional Waiver / Release Upon Final Payment – Part 4

When it’s time to submit the invoice for the final payment you may need to include a “Conditional Waiver and Release Upon Final Payment” form (#3 release).

Usually this release form does not include a “release through date” like the #1 and #2 forms do because it’s your final invoice on the project.

Once you’ve received payment and it has cleared the issuing financial institution then typically that Conditional Release becomes an Unconditional Release. That means you’ll never be able to file a lien on the project (which is okay as long as you’re paid in full).

This article is an overview of waiver/release forms and is not legal advice. Please contact an attorney in your state with any questions you might have.

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Automating Job Costing Overtime, an 800 pound gorilla with an attitude

Calculating and distributing employee overtime is a burdensome process that many business owners and payroll administrators have to deal with on a weekly basis. Everyone has a different opinion on just "HOW" that overtime is to be calculated and distributed. By everyone, I mean the business owner, the payroll clerk, heck even the Federal and State government. No wonder it's just a problematic situation!

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Unconditional Waiver / Release Form Upon Progress/Partial Payment – Part 3

You’ve successfully collected your progress payment and now it’s time to provide your customer with an “Unconditional Waiver and Release Upon Progress Payment” form (#2 release).

If you have suppliers include the same forms from them.

The #2 release is unconditional which means you’re giving up all lien rights through the “release through date”. Never issue a #2 release form unless you have been successfully paid for that time frame. If you do even though you haven’t been paid the courts may not side with you because unconditional is unconditional – it’s final.

This article is an overview of waiver/release forms and is not legal advice. Please contact an attorney in your state with any questions you might have.

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Conditional Waiver/Release Form Upon Progress/Partial Payment – Part 2

When it’s time to submit an invoice for a partial / progress payment you may need to include a “Conditional Waiver and Release Upon Progress/Partial Payment” form (#1 release).

If you have suppliers you’ll probably have to include these same forms from them.

This article is an overview of waiver/release forms and is not legal advice. Please contact an attorney in your state with any questions you might have.

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Conditional and Unconditional Lien Waiver/Release Forms for Progress and Final Payments – Part 1

Knowing which lien waiver/release form to use when on a construction project can be confusing at times. This series of articles will help to clear up some of the questions.

In Part 1, we'll talk about Conditional and Unconditional Lien Waivers/Release Forms for Progress and Final Payments.

This article is an overview of waiver/release forms and is not legal advice. Please contact an attorney in your state with any questions you might have.

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InformedContractors.com – A New Resource for Contractors

Diane Dennis of Monk and DBug, LLC, known as "Diane at TheContractorsGroup.com" since 1999, is launching a new website and newsletter focused on making life easier for contractors - InformedContractors.com.

Early on in Diane's contracting career, she learned that there was painfully little information available for contractors. Now she feels the exact opposite it true. There's too much information, some of which isn't really accurate, so much so that it's virtually impossible for a busy contractor to find time to wade through it all and find reliable and practical solutions that will lessen their hassles and increase their income.

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What Are DB File Fragments and Why Do I Get Them in My QuickBooks File?

DB file fragment is basically a measurement of how much your company file changes. It reflects how much and how often QuickBooks messes with it. This is not something peculiar to QuickBooks files. With any file in Windows, as changes to the file happen on the hard drive, Windows sometimes keeps segments of data together, and sometimes Windows will assign segments of data somewhere else on the drive. That “somewhere else”, in QuickBooks, is a DB file fragment.

When you restore a portable copy, it basically plops your file’s data into as much contiguous hard drive as it can find. Then when you do stuff in QuickBooks, the data changes and expands as new records are added or even modified. So Windows pushes the file out into new sectors of the drive and creates a new 'file fragment'.

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Is Your CPA REALLY the Right Person to be Completing Your Tax Return?

Is your CPA REALLY the right person to be completing your tax return? Did you know that there are different educational requirements for different types of tax preparers? For example, attorneys, certified public accountants, and enrolled agents will not have to undergo competency testing or obtain CPE credits for federal tax law topics under new IRS regulations?

Who does your taxes? Do they know tax law? This guest blog post by Bruce McFarland of L & R Tax Preparation will provide information about new rules and regulations that the IRS is mandating for paid tax preparers.

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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.

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