By: Karen Mitchell, Craig Savage, Jim Erwin
QuickBooks Pro can save you hours of time in
keeping your books and keeping track of your finances. But setting
up the new 2008 QuickBooks Pro can be complex and time-consuming.
Contractor's Guide to QuickBooks Pro 2008
can save hours of time in setting up and putting to use all the new
features that this 2008 edition offers. QuickBooks Pro isn't just
for taxes. You can use it for payroll, keeping track of your vendors
and subs -- even job costing (comparing your estimated costs to your
actual costs and finding out where you're making and losing money.)
If you'd rather be building homes than burning
the midnight oil trying to balance your books, you should have this
new book.
It
includes a CD-ROM with a
template for a construction company to help speed your set up, an
estimating program with a 5000-item database, a program that
converts your estimates into QuickBooks forms so you can compare
with your actual costs, and blank construction forms for your use.
The National Estimator System Requirements:
- PC with 300 megahertz or higher Intel (or
equivalent) processor recommended; 233 MHz minimum required.
- Operating Systems:
- Windows Vista, Windows XP, Windows
2000, Windows ME or Windows 98SE.
- Requires up to 160 megabytes (MB) of hard
disk space.
- Super VGA (800 x 600) or higher
resolution video adapter and monitor.
- CD-ROM or DVD drive.
- Keyboard and Mouse or compatible pointing
device.
For Internet access:
- DSL or Cable recommended; 56 kilobytes
per second (Kbps) or higher-speed modem minimum.
- Microsoft Internet Explorer 5.5 (or
higher), Netscape 7.1, Firefox 1.0, or Mozilla 1.7 minimum.
ShowMe Tutorial System Requirements:
- 1024 x 768 or higher video resolution
required.
- To listen to video tutorial - Sound card
and speakers or headphones.
Contents:
Introduction, 5
What You Can Expect from This Book, 6
QuickBooks, QuickBooks Pro, or Premier Contractor Edition?, 7
Why Should You Believe Us?, 8
The CD and How to Use It, 11
Removing the Installed Files, 14
1. Setting Up Your QuickBooks Pro Company, 15
Getting Started, 15
QuickBooks Pro Company Files, 15
Begin with Our Sample and Company Data Files, 17
Upgrading to QuickBooks Pro Version 2008, 21
Convert from Quicken to QuickBooks Pro, 23
Convert an Existing Data File to Our Setup, 29
2. How to Set QuickBooks Pro Preferences, 31
General Preferences, 31
Accounting Preferences, 32
Bill Preferences, 34
Checking Preferences, 34
Finance Charge Preferences, 37
Items & Inventory Preferences, 38
Jobs and Estimates Preferences, 39
Payroll and Employees Preferences, 40
Reminders Preferences, 42
Reports and Graphs Preferences, 43
Sales and Customers Preferences, 43
Sales Tax Preferences, 44
Send Forms Preferences, 44
Service Connection Preferences, 46
Spelling Preferences, 46
Tax: 1099 Preferences, 47
Time and Expenses Preferences, 49
3. The Chart of Accounts, 51
How to Use the Sample Chart of Accounts, 53
Change, Add to, and Print Your Chart of Accounts, 59
QuickBooks Premier Contractor Edition Features, 61
4. Items, 71
Entering Items for a Non-Inventory Based Business, 72
Entering Items for an Inventory Based Business, 74
Creating a Group of Items, 76
Entering Non-Job Related Items, 77
5. Payroll Items, 81
Using Payroll Items to Track Workers' Comp Costs, 81
Using Payroll Items if You Don't Track Workers' Comp, 88
Including Sole Proprietor and Partners' Time Costs in Job Costs,
90
6. Classes, 99
Using Classes to Track Cost Categories, 99
How to Create a Class, 100
7. Customers and Jobs, 103
How to Set Up a Customer, 103
Adding a Job for a Customer, 107
Exporting or Printing Your Customer List, 110
8. Vendors and Subcontractors, 111
Setting Up 1099 Vendors, 111
Setting Up a Non-1 099 Vendor, 115
9. Employees, 117
Setting Up Your Employee List, 117
10. Opening Balances, 125
11. Organizing Work Flow, 131
Setting Up Your Office Files, 132
Organizing Your Payroll, 135
Keeping Office Paperwork Current, 135
12. Estimating, 139
Using a Summary Estimate You Make Outside of QuickBooks Pro, 140
Customizing an Estimate Form, 142
Memorizing an Estimate, 143
Estimates and Progress Billing, 145
Getting Detailed Estimates, 145
13. Receivables, 147
Four Ways to Invoice a Customer, 148
Tracking Change Orders on Estimates, 158
How to Handle Retainage, 160
Recording a Payment You Receive, 165
Recording a Deposit, 166
Recording a Job Deposit, 167
14. Payables, 171
Creating and Using Purchase Orders, 172
Using Purchase Orders to Track Multiple Draws and Committed
Costs, 173
Entering Bills Without Purchase Orders, 177
Selecting Bills for Payment, 179
Printing Checks, 180
Vendor Workers' Comp Reports, 181
15. Payroll , 187
Entering a Timesheet, 187
Processing Employee Payroll, 190
Allocating Sole Proprietor or Partner's Time to a Job, 197
16. Using QuickBooks Pro on a Cash Basis, 201
How to Record a Check, 202
How to Record a Deposit, 205
Checking Your Transactions with the QuickBooks Pro Register, 207
17. Reports, 209
How to Modify Reports, 209
Using Our Memorized Reports, 213
Using Jobs, Time & Mileage Reports, 230
Using Reports in QuickBooks Premier Contractor Edition, 238
18. End of Month and End of Year Procedures, 241
End of Month Procedures, 241
Reading and Understanding Your Financial Reports, 249
End of Year Procedures, 252
19. Real Estate Development, 259
New Accounts, 259
Setting Up a Development Job, 260
Using Items to Track Construction Costs as WIP, 261
Land Purchase Transactions, 263
Personal Loans, 267
Development Loans, 273
Construction Loans, 277
Recording the Sale of a Property, 280
Appendix A, Estimating with QuickBooks Pro, 285
Three Good Reasons to Try QuickBooks Pro Estimating, 285
A Road Map to Your Destination, 286
Setting Preferences for Estimating, 287
Building Your Item List, 289
Creating an Estimate in QuickBooks Pro, 291
Turning an Estimate into an Invoice, 294
Tidying Up Your Company File, 297
Appendix B, Job Cost Tracking and Importing Estimates, 299
A Different Approach, 299
Estimates into Invoices, 302
Handling Tax, 302
Using Items for Job Cost Tracking, 304
Help Learning National Estimator, 306
Estimating with National Estimator, 307
Converting Estimates with Job Cost Wizard, 321
Job Cost Wizard Prints Invoices Your Way, 323
Index, 333
About the Authors:
Karen Mitchell, Craig Savage and Jim
Erwin are contractors, accountants and QuickBooks Pro experts.
They've spent years studying and simplifying the installation of
QuickBooks Pro in construction offices.
Karen, Craig and Jim tour the country giving
accounting seminars to professional groups, consulting with
individual contractors and actually setting up QuickBooks Pro
accounting systems for builders. They'll help you get excellent
results with QuickBooks Pro the same way they've helped hundreds of
other construction professionals.
352 Pages, 8-1/2 x 11
Related:
Cost Guides
Business / Legal Related
Construction Related
HVAC/R Related
Electrical Related
Plumbing Related
9781572182004
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