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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.

Vendor Bill Approvals

Developing a good method for indicating or tracking that a vendor bill is approved for payment is a difficult, but important task that every bookkeeper faces at one point or another. This article discusses 3 possible ways to accomplish this task and still keep track of where the actual bill is - so that it does get paid on time. Price:  Free
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Choosing QuickBooks and QuickBooks Add-On Software for Your Construction Business

If you are like most contractors, you probably do not think of yourself as a "computer hardware/software expert' and turn this type of project over to someone else.  This unfortunately, is one of the major reasons that this type of project fails. We hear about numerous IT type projects failing in talking with both customers and potential customers and we’ve identified what we feel are the 8 most common reasons for failure.  Learn what they are and how you can overcome them. Price:  Free
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Hiring Computer and/or IT Consultants

With computer technology becoming more complex and sophisticated, many business owners are hiring independent computer/IT consultants to update their existing computer systems and ensure that their business has the tools and training needed to run smoothly and efficiently. The question is, as a business owner who is confused about more complex and sophisticated computer hardware and software -- HOW do you find a GOOD computer/IT consultant? This article provides you with helpful tips for choosing a good consultant/IT person. Price:  Free
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QuickBooks Year End “Housekeeping”

The end of one year/the beginning of the next year is about more than just getting ready to file your taxes, issue W-2’s, and prepare year end payroll tax returns – even though these are important items. It is the same as when you clean out your file cabinets and pack away all the paperwork for the current/previous year; you should be cleaning out your QuickBooks Lists, making Customers, Jobs, Vendors, Employees and other name items that you no longer use -- inactive! Price:  Free
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New Year’s Resolutions

Making New Year’s resolutions should not be limited to just those for our personal life; we should include our professional life as well – after all our professional life does take a great deal of our time. What happened this year that you felt took you off guard or left you feeling overwhelmed and unprepared? Price:  Free
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Spreadsheet Dependency – Are You Addicted to Excel?

Because spreadsheets are flexible and easy to use there is little to no learning curve and no need to learn anything at all about bookkeeping and accounting. Contractors frequently create spreadsheets to create and track estimates, invoices, payroll, basic job costing, financials and more. The next thing you know the business is growing and here comes the creation of more and more complex “WORK”sheets to analyze job costs. If you are one of those folks who is still addicted to spreadsheets take the final plunge and conquer spreadsheet addiction once and for all! Price:  Free
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Hiring a Bookkeeper or CPA

If you want your company to truly function in a profitable way, it is critical that you set expectations for your bookkeeper before you bring them on board. Good financial records are fundamental to the success of your business. If you can not rely on your books--or your bookkeeper--then how are you going to know where your business is headed? Set these expectations for your bookkeeper so they will be a successful part of your team. You will be setting your business up for success. Price:  Free
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Tips for Trouble-Free Bank Statement Reconciliations

I recommend two key tips that will reduce the time and frustration of reconciling banks statements. These solutions are based on the principle that we want the bank reconciliation window to match exactly what appears on the bank statement, and that data should be input accordingly. If you use the following method it will make the challenging task of reconciling bank statements much easier. Price:  Free
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Who Are Employees?

Before you can know how to treat payments you make for services rendered to you, you must first know the business relationship that exists between you and the person performing those services. Before you can know how to treat payments you make for services rendered to you, you must first know the business relationship that exists between you and the person performing those services. 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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