quickbooks tips
QuickBooks Tip: How to find “Notes” after an Upgrade
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
Sunburst’s Weekly Wrap-Up of Popular Posts 12/2 – 12/8/2013
Sunburst’s Weekly Wrap-Up of Popular Posts 11/24 – 12/1/2013
Sunburst’s Weekly Wrap-Up of Popular Posts 11/16-11/22/2013
QuickBooks Tip-How To Add a Logo and Customize Your Forms
Just because you use QuickBooks doesn’t mean that you can’t send out professional looking forms. Spend some time working with your Form Templates and go from drab to WOW!
This QuickBooks tip provides you with 7 Steps to take you Estimate, Invoice and Purchase Orders from drab and boring to professional.
Continue readingQuickBooks Tip – How To Handle Stored Materials and AIA Pay Apps
QuickBooks has no built-in ability to handle stored materials, like many of the more costly construction specific software programs. This causes problems for contractors who need to generate AIA Pay Apps and need to make sure that their books (or accounting data) syncs with their AIA Applications for Payments.
Because the General Contractor allows billing of stored materials on the AIA Payment Application you also need to include the amount of stored materials on your QuickBooks Progress Invoice in order for your accounting records to match your AIA billing records.
. Continue readingQuickBooks 2013 – Group Item Limit Increase
I’m a big fan of QuickBooks Group Items, I think that they are a HUGE productivity booster – but I’ve always had one gripe – they could only hold 20 items in previous versions of QuickBooks – which meant that you had to create more group items in order to accomplish what you set out to do. This has changed with the release of QuickBooks 2013. With the increased number of items that a group can hold, these item types will be even more powerful.
I often see users on the Intuit QuickBooks User forums asking how they can “memorize” an Estimate to use over and over again – why not create a group item that contains everything that you need to build your estimate?
NOTE: This increase will continue into future versions of QuickBooks from this point forward.
Continue readingWeekly Wrap-Up: News You Can Use 6/8-6/14/2012
Weekly wrap-up of news and information from around the web – there’s so much information out there that it’s difficult (at best) to keep up! I’ve added a WordPress plug-in that grabs information from my Twitter stream to help me (and hopefully you as well) keep up with everything. Look for the Weekly Wrap-Up: News You Can Use every Friday. I'll try to be consistent and organize the information into the same categories each week.
See what caught my attention this week in these topics: Accounting & Taxes, eBooks/Webinars/Videos, Payroll/Certified Payroll/Prevailing Wage, QuickBooks, Small Business/Organization/Productivity, Construction, and Social Media/Marketing/Website Design.
Continue readingWeekly Wrap-Up: News You Can Use 4/27-5/3/2012
Entering Bills or Checks in QuickBooks – Items vs. Expenses
Weekly Wrap-Up: News You Can Use 4/20-4/26/2012
QuickBooks Tip: How To Create a Summary Invoice for Customers
QuickBooks Tip: Prior Amount Totals for Invoicing from Estimates
QuickBooks Tip – Back Charges After a Job is 100% Complete
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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