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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.

Are You Paying Prevailing Wage Fringe Benefits in Cash?

What if told you that you could reduce your payroll tax contributions by at least*$14,784.00 a year and receive additional savings on your general liability insurance (if you live in a state where liability insurance is based on gross payroll instead of sales)? Would that kind of savings help you lower your bids and still make money? Impossible you say! What would you say if I also told you that your employees would also be happy? Price:  Free
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Getting Paid – Improving Credit & Collection Policies

When a business owner seeks to expand his company one of the most important steps that can be taken is to review the company’s current collection process. Instead of looking at collections as just another financial operation, it should be viewed more creatively and seen as a means to acquire financial gain. Improving your collection processes leads to fewer outstanding account balances, fewer bad-debt write-offs, and, therefore, better working capital that you can put to good use----the growth of your business. Price:  Free
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Bounced Checks-Everybody Hates Them – but, How Do You Handle Them in QuickBooks?

Handling bounced checks in QuickBooks can be confusing and many people are looking for a quick and efficient way to handle bounced checks so the bank reconciliation can show both the money in and the money out…. But not affecting income in a prior period. This article explains three different ways in which you can handle a customer’s bounced check. Price:  Free
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Do You Barter? Trading Services between Customers and/or Vendors

If you buy services or product from your customer – or if your vendors buy services or products from you, you might want to “trade” services instead of paying each other - especially in this economy. Exchanging “credits” with each other is a good way to offset your cash flow without actually exchanging money.  You will, however, need to add a few new records to QuickBooks and do a few “special” transactions to make sure that all of your reports come out accurately. Price:  Free
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4 Ways Businesses Fail/10 Steps to Succeed

Ever wonder why it seems that you are struggling to make your business grow and be more successful while others seem to be doing so well?  Or are you just looking for some suggestions to help make your business run smoother? Increasing profitability is a continuous cycle.  You need to be able to analyze jobs and refine your processes to make the next job even more profitable than the last. Price:  Free
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Year End Tasks

The end of the year always adds even more tasks to your already busy schedule, and sometimes it's simply overwhelming! Intuit has build a very good "QuickBooks Year-End Guide/Checklist" and it's included right in your QuickBooks program by going to the Help Menu and choosing Year-End Guide. In this article, we'll cover each topic listed in the Year-End Guide, and offer some additional tips on each of the sections. Price:  Free
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Tracking Use Tax

While QuickBooks does an excellent job of tracking Sales Tax, even when you have to collect Sales Tax from multiple jurisdictions, it does not automatically calculate Use Tax for you - - - but it is possible to track Use Tax using these instructions. This article provides you with step-by-step instructions for tracking use tax on goods or services that you purchase which are subject to use tax. Price:  Free
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Is Your Data Safe?

Disasters come in various forms, from the terrible hurricane's that have been experienced by those living along the Gulf Coast, to a computer crash due to a virus, or hard drive failure. Business Data Access (BDA) provides a simple way for you to transfer and backup your QuickBooks® data. Price:  Free
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QuickBooks Group Items

Creating and using Group Items will allow you to quickly and easily enter several items at a time on Estimates, Invoices, Purchase Orders; reduce the risk of "leaving something out" when you are creating an Estimate; and best of all, allows you to bridge the difference in units of measure to buy and sell products or materials. QuickBooks Pro/Premier 2012 and older versions allow you to have 20 items within a group.  QuickBooks Pro/Premier 2013 has increased that limit to 50 items, read more about QuickBooks 2013 - Group Item Limit increase on the QuickBooks for contractors blog. 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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