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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.

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
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ARTICLE: What to Look for in a Construction CPA

Hiring a CPA or tax accountant for you construction business is as critical as hiring a supervisor on the job site. Not all CPA's or tax preparers understand construction and when they don't your books could be in as much of a mess as your job site would be if you hired a supervisor with no experience! In that perfect world, your company wouldn’t need a CPA. We would all just pack up our adding machines, green eyeshades, and armbands and move on to other professions. But, that isn’t going to happen, is it? In fact, the regulatory environment is headed in the other direction. States are looking for revenue, there are three or four new federal tax acts each year, and GAAP is going global. These current and future changes will make the role of your company’s CPA more important – not less. Price:  Free
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Project Information Worksheet-Keep Your Contract Info Organized

WORKSHEET: The simple practice of recording important detailed information for each contract will make everyone's life easier when you need to complete progress requisitions and/or make collection calls. One of the best ways to stay organized is by using a Project Information sheet, it will help you to keep your project paperwork organized. Our worksheet has been created using Microsoft Word, so that you can easily add more information, specific to your company, and then create a master document to complete with each new construction project. Once you've completed the worksheet, you can use the QuickBooks Attach Documents feature to attach it to a specific job in your QuickBooks company data file. Price:  Free
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VIDEO: How to Calculate Equipment Costs per Hour

VIDEO: Whether you have a mower, a compact tractor, or an excavator on the jobsite, learning how to calculate the cost-per-hour for each piece of equipment that your company owns and uses on a job site is a great tool for understanding, and even eventually, recouping the actual cost of the equipment itself. Most contractors have a rough idea of these costs - but these days is a rough idea good enough? We don't think so. Equipment cost-per-hour rates are calculated by adding together three (3) distinct pieces of information. Watch this YouTube video to learn how to calculate the cost of your equipment.
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VIDEO: How to Create a QuickBooks Portable Company File

VIDEO: A QuickBooks Portable company file (.qbm) is a compact version of your company data file that contains ONLY your financial data, and because it is much smaller than a backup (.qbw) it can be sent by email or saved to portable media. Another benefit of the Portable company file is that it has been known to help resolve problems with large QuickBooks files that have a high number of DB (database) file fragments.
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Calculating Company Paid Health Insurance & The Affordable Care Act

One of the requirements of the Affordable Care Act that will effect all business owners who provide employee health insurance, is that you now must report employer provided health coverage on Form W-2. Many companies who use QuickBooks usually pay the health insurance premium bill on a monthly basis in one lump sum, which is made up of a specific amount for each employee based on the type of plan or coverage that each employee has.  Often times the health insurance payment is treated just like any other bill that the company receives and when handled in this manner, the amounts paid for each employee will not flow through to the W-2 automatically and these amounts will have to be entered manually when W-2's are prepared.  QuickBooks can be set up to automatically track this information for you, but the problem is how to do the calculations. To help you to get yourself organized, we've developed a free spreadsheet to help you calculate insurance costs, whether they are by pay period or an hourly value. Price:  Free
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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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