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FAQ – Upgrading QuickBooks eBook

This time of year there's always a lot of hype and pressure to upgrade to the newest version of QuickBooks.  Inuit put "upgrade" ads in your current version of the software, they send you emails with "special offers", perhaps your QuickBooks professional advisor or your CPA is making the recommendation that you upgrade. Sometimes this is just hype and a way for these folks to make some extra money - because they earn a commission on your purchase.  Other times their urging is legitimate, perhaps the version of QuickBooks that you are using is scheduled to "sunset or retire" by May of 2013 and you'll use many of the services that you rely on - like payroll and on-line banking for example. Download our 19-page FAQ-Upgrading QuickBooks eBook today. Price:  Free
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VIDEO: QuickBooks for Contractors Hangout 9/12/2012

Our live panel of long-time QuickBooks users/ProAdvisors had a combined total of more than 68 years of experience in using and/or supporting Intuit QuickBooks Financial software - and with the release of QuickBooks 2013 on Monday the new version was a prime topic of conversation and a live preview of QuickBooks 2013 was presented. Our panel share their thoughts and concerns.

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What’s New in QuickBooks 2013 – A Special Google+ Hangout

Intuit has just announced the release of QuickBooks 2013 and I'm inviting you to join us LIVE for a special QuickBooks for Contractors Hangout on Google+ for a preview of QuickBooks 2013. This event will be held today (XX/XX/2012) from 5-6 p.m. EST. If you can't make the live event, you can watch it on our YouTube Channel at your convenience - because we'll be recording this special event.

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VIDEO: How To Make Your QuickBooks Customer:Job List More Meaningful

The QuickBooks Customer:Job records hold a lot of important information, project information, customer types, job types, job descriptions, start dates, and many other things as well.

QuickBooks offers you two different ways in which to view your Customer:Job List, and did you know that each view can be customized to display additional information that is found within the various tabs of each record? How cool is that?

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VIDEO: QuickBooks Integration 101

The integration between QuickBooks and a 3rd Party Application is often very transparent - and totally confusing to both QuickBooks ProAdvisors and end users. The communication between the two programs takes place behind the scenes leaving very little to be seen – often only the end result of a report or task done outside of QuickBooks OR a transaction created in the 3rd party program that is posted into the data file. Everyone says “I need to SEE how IT (the integration) works”. It’s becoming more apparent that people confuse “integration” (the developer’s code) with HOW (the end result) the program works with the data from QuickBooks; even after watching a video about what the program does and how it does it. Watch this pre-recorded video to learn more.
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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 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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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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