QuickBooks Training | Learn to use QuickBooks® in your construction business

14Apr 2014 by Nancy Smyth No Comments

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

This hangout is an addition to our popular QuickBooks Job Costing from A-Z Webinar, which was held on March 26, 2014, and discusses using Estimates and Progress Invoices when you have Time & Materials or Cost Plus jobs. 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. Unfortunately, I've found that the screen sharing feature in the Google+ hangout doesn't capture all of the pop up windows in QuickBooks, so I've put together an article that includes screen shots of the windows that weren't captured during the…

20Feb 2014 by Nancy Smyth 13 Comments

QuickBooks Job Costing from A-Z Webinar

Live Webinars, QuickBooks Training

March 26, 2014 1-2:30 p.m. EST Job Costing in QuickBooks can be one of the most agonizing tasks that a commercial or government construction contractor and their bookkeepers face on a daily basis. In fact, I talk to folks every day that tell me “I can’t get any job costing reports or information out of QuickBooks!”, and they usually aren’t very happy about the situation. Sometimes that statement literally means that they see no job costing information in QuickBooks – OR –the job costing reports they do see don’t look like the reports that they were used to from their old accounting system, which was industry specific. While I can’t make the reports look the same in QuickBooks, I can show you how to properly set up and use…

09Oct 2013 by Nancy Smyth No Comments

HANGOUT: QuickBooks & the Affordable Care Act (aka Obama Care)

Live Webinars, QuickBooks Training

The Affordable Care Act (aka Obama Care) seems to be the main topic of conversation these days. We held a very special QuickBooks for Contractors hangout Wednesday October 9th on Google+ dedicated to complying with the requirements of the Affordable Care Act and how QuickBooks can be set up to track the employer contribution so that it will accurately display in Box 12 of your employee's W-2 with the appropriate code of DD. You can watch a recording of the hangout from our YouTube channel Download the slides that are shown in the video.

16Apr 2012 by Nancy Smyth No Comments

VIDEO: How to Create a QuickBooks Portable Company File

QuickBooks Training

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. A QuickBooks portable company file contains only the financial data for your company. Unlike a backup file, it doesn't contain related files such as letters, logos, images, and templates. It also doesn't contain a transaction log (.tlg file), which can be used to restore transaction data with the help of Intuit Technical Support if damage or loss occurs. You can use a portable company file whenever you need to move your company financial data to another computer or location or send it to another person. Another benefit…

09Apr 2012 by Nancy Smyth No Comments

VIDEO: QuickBooks Setting up/Creating a Scheduled Payroll Liability

QuickBooks Training

Setting up/Creating a scheduled Payroll Liability will help you keep track of when your payroll liabilities are due to be paid. However, it is often the step that we skip. Payroll taxes, child support deductions, union dues deductions, health insurance - both employee deductions and company contributions are just a few of the items that are run through the QuickBooks payroll feature. The money for these items must be sent to a 3rd party on behalf of the company or the employee and they all have a different date that they must be paid by. The QuickBooks Payroll Center provides you with a "Pay Scheduled Liabilities" section to help you keep track of these important due date - but what if it's not showing anything there? It could be that…