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quickbooks users

How to Date/Work With a QuickBooks 3rd Party Developer

How to "date" a QuickBooks 3rd party developer may seem to be a silly topic for a blog post; but as I reflect on the last 12 years of being one of those "developers" the more I think that the title is appropriate - because in reality dating is a fair way to describe the relationships between Developers, ProAdvisors and QuickBooks users.

In reality, dating is a fair way to compare this relationship. Let's start with mutual respect. Respect for each other, respect for the client, respect for our various corners. The customer isn't "your" client, just as the customer isn't "their" client - the customer becomes "our" customer and each party has a responsibility to them.

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Penny Wise & Dollar Foolish Over QuickBooks 3rd Party Apps

Are you being penny wise and dollar foolish over QuickBooks 3rd party apps and their price? Don't be ashamed, it happens to a lot of people. Many times a QuickBooks user will look at the cost of a 3rd party application and think - why should I spend the money on a third party application when I can just as easily do this task using Excel or some other way! This is insane, I've already spent a lot of money just to purchase QuickBooks. Ya, I get it - money is tight and we are all looking for ways to trim unnecessary dollars from our budgets - but are we sometimes being penny wise and dollar foolish? Many times I think that answer is "Yes". Here is a real situation that I was involved in just last week, I was talking with this gal who works for a contractor and she told that she had just spent a total of 7 1/2 hours RE-DOING and RECALCULATING 28 (twenty-eight) AIA billing in Excel for a project that they were working on because of a number of changes that had taking place along the way.
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QuickBooks 2011 – New Balance Sheet by Class Report – Part 1

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. A Balance Sheet by Class Report has been requested by many QuickBooks users and the accounting professionals, it is not without limitations and drawbacks, making this a report that will be able to be used by some companies and in some instances but not all.
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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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