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

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

Videos
  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. The QuickBooks Customer Center provides you with the ability to track your Customers (project owners, awarding authorities, or general contractors) that you perform work for. For each Customer you can then track the various Jobs (projects) that you are working on for that specific customer. For each Job that you are working on you can also track Sub-Jobs (your Change Orders or Extra Work orders) that are specific to the original job. QuickBooks offers you two different ways in which to view your Customer:Job List. One view will allow you to look at the details (Estimates, Invoices, and Payments) for a specific job…
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Tracking Sales Tax – On The Entire Invoice & On A Fixed Amount of the Invoice

QuickBooks Tips, Techniques & Work Arounds
  Some state tax agencies require that in addition to needing to charge a fixed percentage (6%) of Sales Tax to each customer, that you also are required to charge a 1 1/2% Discretionary Tax on the first $5000.00 of each job. For the most part, QuickBooks does a good job of tracking taxable and non-taxable sales -- even taxable and non-taxable items on the same invoice.  However, when it comes to tracking sales tax with a fixed rate on a fixed dollar amount of an entire sale ---- in addition to sales tax on the entire sale --- well it fails miserably and causes a lot of frustration for QuickBooks Users who encounter a situation of this nature. Learn how to accomplish this using QuickBooks. Request your copy of…
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