QuickBooks® for Contractors Bookkeeping Tips & Training

Project Information Worksheet-Keep Your Contract Info Organized

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A project information worksheet will help you keep your contract info organized.

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.

keep your project paperwork organizedWe’ve developed a Project Information worksheet, with the help of several contractors; it summarizes important aspects of a particular job and keeps essential information handy, it’s also a great thing to give to your key office staff. When you are working on multiple projects, you do not want to have to stop to re-read a lengthy contract in order to find a single piece of information.

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.

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.

Download your copy today and get your project/contract information organized!

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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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