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Free Stuff

Everybody loves freebies! Free QuickBooks® tips, tricks and techniques via articles, eBooks and recorded videos. New items are being added frequently, they just take time to create. Browse this category to see what we have to offer and if you don’t see something that you are looking for, feel free to submit a request using the Suggestion Box link at the top of the page.
We’ve arranged our freebies into the following categories:

New Technology – where you’ll find information about new versions of Microsoft Windows, Office, and QuickBooks compatibility.
QuickBooks Resources & Reviews – where you’ll find information about the newest versions of QuickBooks.
Business Productivity Tips & Training – where you’ll find things like handy checklists and worksheets to help you better organize information, general business articles on hiring, identity theft, embezzlement, email etiquette and more.
QuickBooks Tips, Techniques & Work Arounds – where you’ll find things like articles on how to track sales tax – on both the entire project and a discretionary tax on a certain amount of the project, trouble-free bank reconciliations, handling bounced checks, bartering, tracking use tax, job costing, and more.
QuickBooks Training – where you’ll find video “how-to’s” for common QuickBooks questions.
IRS Resources – Construction – where you’ll find IRS related information relating to the construction industry and payroll taxes.

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Free Webinar – Stealing More Than the Secret Sauce

Fraud prevention is a key concern of growing companies in today's market. For small businesses, the median loss due to fraud is greater than what has occurred in Fortune 500 companies. In fact, one third of all business bankruptcies are due to employee theft and American businesses lose 7% of their annual revenues to fraud. Join us on Wednesday May 14, 2014 from 2-3 p.m. EST for a free 1-hour webinar; where you'll learn about 10 fraud early warning signs as well as simple, inexpensive controls you can put into place to discourage fraud. Continue reading

4/9/2014 QuickBooks for Contractors hangout – Time & Materials Billings

When you have Time & Materials or Cost Plus jobs and want to use the QuickBooks Estimate function, there is an additional step that you'll need to do in order for your numbers to line up correctly in the Estimates vs. Actuals Report - tips and techniques are discussed in this hangout.  Additionally, there are written instructions for creating customized Time by Job Detail and Unbilled Costs by Job Reports that are filtered for a specific job. Continue reading

QuickBooks Job Costing from A-Z Webinar

Job Costing in QuickBooks can be one of the most agonizing tasks that you face on a daily basis.  Just because it’s called “QuickBooks” and it’s made by “Intuit” doesn’t mean that setup is QUICK or INTUITIVE to get good job costing reports!  The correct setup is KEY! I'm not one of those folks who thinks every contractor needs the EXACT same Chart of Accounts or Items list - I believe each construction company has unique and specific needs.  I can show you how to properly set up and use QuickBooks to ensure proper job costing so you can generate good reports out of QuickBooks every time. Join us on Wednesday March 26, 2014 from 1-2:30 p.m. EST.   Continue reading

Payroll Deduction Authorization form- Word format

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. Continue reading

IRS Resources for Contractors

The IRS provides some very good resources for both contractors and the accounting professionals who support them, usually the problem is finding these items on the IRS website.  Below is a list of items that I reference and provide to the contractors and accounting professionals that I work with. These links will take you directly to the IRS website, with hopefully the most up to date information. Continue reading

Payroll Due Dates for Year-End 2012 and Year Beginning 2013

Year end payroll tasks start in December and really can continue right through the first of April! Payroll due dates always seem to cause a lot of stress - especially at year end when there is so much to do! The holiday's don't seem to help matters any either with extra time away from the office, it's difficult to concentrate, get things done, and stay organized. This article provides some tips for helping you to get organized and you can also download a handy checklist with due dates and tasks that you can do to make this chore go as smoothly as possible. Price:  Free Continue reading

Employee New Hire Information & Checklist

There is so much more to hiring an employee than putting an ad in the newspaper and arranging for interviews - even though these are both very important. Once you have gone through the interview process with everyone who has applied and you make a hiring decision; you find yourself with a lot of additional information that you need to have keep on file about the employee that you just hired. That's where this 13 page employee new hire information & checklist will come in handy - and it's in Word format, so you can customize it to meet the needs of your company. Price:  Free Continue reading

Email Etiquette eBook

Email messages are surprisingly permanent, take a good look through the contents of your Inbox, and you just might be surprised to see just how old some of these messages are. Would you have kept a paper inter-office memo or letter of inquiry for that long? Probably not. The really worrying part of this is, that most people give very little thought to the content of an email message, even though it might linger around for years. If you are able to deal with email in a professional manner, you will provide yourself and/or your company, with a competitive edge. Learn how with our email etiquette eBook. Price:  Free Continue reading
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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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