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 2009 QuickBooks Pro can be
complex and time-consuming.
Contractor's Guide to QuickBooks Pro
2009
can save hours of time in setting up and putting to use all the new
features that this 2009 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
Why You Need This Book, 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 2009, 21
Convert from Quicken to QuickBooks Pro, 23
Convert an Existing Data File to Our Setup, 24
2. How to Set QuickBooks Pro Preferences, 27
General Preferences, 27
Accounting Preferences, 28
Bill Preferences, 30
Checking Preferences, 30
Finance Charge Preferences, 33
Items & Inventory Preferences, 34
Jobs and Estimates Preferences, 35
Payroll and Employees Preferences, 36
Reminders Preferences, 38
Reports and Graphs Preferences, 39
Sales and Customers Preferences, 39
Sales Tax Preferences, 40
Send Forms Preferences, 40
Service Connection Preferences, 42
Spelling Preferences, 42
Tax: 1099 Preferences, 43
Time and Expenses Preferences, 45
3. Chart of Accounts, 47
The Chart of Accounts, 47
How to Use the Sample Chart of Accounts, 49
Change, Add to, and Print Your Chart of Accounts, 55
QuickBooks Premier Contractor Edition Features, 57
4. Items, 67
Entering Items for a Non-Inventory Based Business, 68
Entering Items for an Inventory Based Business, 70
Creating a Group of Items, 72
Entering Non-Job Related Items, 73
5. Payroll Items, 77
Using Payroll Items to Track Workers' Comp Costs, 77
Using Payroll Items If You Don't Track Workers' Comp, 84
Including Sole Proprietor and Partners' Time Costs in Job Costs,
86
6. Classes, 95
Using Classes to Track Cost Categories, 95
How to Create a Class, 96
7. Customers and Jobs, 99
How to Set Up a Customer, 99
Adding a Job for a Customer, 103
Exporting or Printing Your Customer List, 106
8. Vendors and Subcontractors, 107
Setting Up 1099 Vendors, 107
Setting Up a Non-1099 Vendor, 111
9. Employees, 113
Setting Up Your Employee List, 113
10. Opening Balances, 121
Entering Opening Balances in QuickBooks Pro, 121
Entering Invoices for Accounts Receivable, 122
Entering Bills for Accounts Payable, 124
Beginning Job Balances, 125
11. Organizing Work Flow, 127
Setting Up Your Office Files, 128
Organizing Your Payroll, 131
Keeping Office Paperwork Current, 131
12. Estimating, 135
Using a Summary Estimate You Make Outside of QuickBooks Pro, 136
Customizing an Estimate Form, 138
Memorizing an Estimate, 139
Estimates and Progress Billing, 141
Getting Detailed Estimates, 141
13. Receivables, 143
Four Ways to Invoice a Customer, 144
Tracking Change Orders on Estimates, 154
How to Handle Retainage, 156
Recording a Payment You Receive, 161
Recording a Deposit, 162
Recording a Job Deposit, 163
14. Payables, 167
Creating and Using Purchase Orders, 168
Using Purchase Orders to Track Multiple Draws and Committed
Costs, 169
Entering Bills Without Purchase Orders, 173
Selecting Bills for Payment, 175
Printing Checks, 176
Vendor Workers' Comp Reports, 177
15. Payroll, 183
Entering a Timesheet, 183
Processing Employee Payroll, 186
Allocating Sole Proprietor or Partner's Time to a Job, 193
16. Using QuickBooks Pro on a Cash Basis, 197
How to Record a Check, 198
How to Record a Deposit, 201
Checking Your Transactions with the QuickBooks Pro Register, 203
17. Reports, 205
How to Modify Reports, 205
Using Our Memorized Reports, 209
Using Jobs, Time & Mileage Reports, 228
Using Reports in QuickBooks Premier Contractor Edition, 236
18. End of Month and End of Year Procedures, 239
End of Month Procedures, 239
Reading and Understanding Your Financial Reports, 247
End of Year Procedures, 250
19. Real Estate Development, 257
New Accounts, 257
Setting Up a Development Job, 258
Using Items to Track Construction Costs as WIP, 259
Land Purchase Transactions, 261
Personal Loans, 265
Development Loans, 271
Construction Loans, 275
Recording the Sale of a Property, 278
Appendix A, Estimating with QuickBooks Pro, 283
Three Good Reasons to Try QuickBooks Pro Estimating, 283
A Road Map to Your Destination, 284
Setting Preferences for Estimating, 285
Building Your Item List, 287
Creating an Estimate in QuickBooks Pro, 289
Turning an Estimate into an Invoice, 292
Tidying Up Your Company File, 295
Appendix B Job Cost Tracking and Importing Estimates, 297
A Different Approach, 297
Estimates into Invoices, 300
Handling Tax, 300
Using Items for Job Cost Tracking, 302
Help Learning National Estimator, 304
Estimating with National Estimator, 305
Converting Estimates with Job Cost Wizard, 319
Job Cost Wizard Prints Invoices Your Way, 321
Index, 331
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.
344 Pages, 8-1/2 x 11
Related:
Cost Guides
Business / Legal Related
Construction Related
HVAC/R Related
Electrical Related
Plumbing Related
9781572182219
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