Contractor's Guide to Quickbooks Pro 2003,9781572181304

Contractor's Guide to Quickbooks Pro 2003

by
Edition: 6th
ISBN13: 9781572181304
ISBN10: 1572181303
Format: Paperback
Pub. Date: 2003-10-01
Publisher(s): Craftsman Book Co
Availability: This title is currently not available.
List Price: $47.75

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Summary

According to a recent national survey, more construction contractors use QuickBooks Pro and QuickBooks than all other accounting programs combined. And for good reason. QuickBooks Pro excels at all the routine paperwork in a construction office: writing checks, keeping track of your bank balance, sending out invoices and statements, creating up-to-the-minute profit and loss statements for the month, year or by job, writing payroll checks, paying suppliers and subcontractors, tracking job costs, comparing estimated and actual costs for each job, and much more.

Author Biography

Karen Mitchell, Craig Savage and Jim Erwin are contractors, accountants and QuickBooks Pro experts

Table of Contents

Introduction 5(12)
Why You Need This Book
5(1)
What You Can Expect from This Book
6(1)
QuickBooks or QuickBooks Pro?
7(2)
Why Should You Believe Us?
9(3)
What's on the CD?
12(1)
How Do I Use This CD?
13(4)
1 Setting Up Your QuickBooks Pro Company 17(16)
QuickBooks Pro Company Files
18(1)
Begin with Our Sample and Company Data Files
19(4)
Upgrade to QuickBooks Pro Version 2003
23(2)
Convert from Quicken to QuickBooks Pro
25(5)
Convert an Existing Data File to Our Setup
30(3)
2 How to Set QuickBooks Pro Preferences 33(22)
General Preferences
33(1)
Accounting Preferences
34(2)
Checking Preferences
36(2)
Finance Charge Preferences
38(3)
Jobs and Estimates Preferences
41(1)
Payroll and Employees Preferences
42(2)
Purchases and Vendors Preferences
44(1)
Reminders Preferences
45(1)
Reports and Graphs Preferences
46(2)
Sales and Customers Preferences
48(1)
Sales Tax Preferences
48(2)
Send Forms Preferences
50(1)
Spelling Preferences
50(1)
Tax:1099 Preferences
51(2)
Time Tracking Preferences
53(2)
3 Chart of Accounts 55(8)
The Chart of Accounts
55(2)
How to Use the Sample Chart of Accounts
57(3)
Change, Add to, and Print Your Chart of Accounts
60(3)
4 Items 63(10)
Entering Items for a Non-Inventory Based Business
64(2)
Entering Items for an Inventory Based Business
66(2)
Creating a Group of Items
68(1)
Entering Non-Job Related Items
69(4)
5 Payroll Items 73(20)
Using Payroll Items to Track Workers' Comp Costs
73(8)
Using Payroll Items if You Don't Track Workers' Comp
81(3)
Including Sole Proprietor and Partners' Time Costs in Job Costs
84(9)
6 Classes 93(4)
Using Classes to Track Cost Categories
93(1)
How to Create a Class
94(3)
7 Customers and Jobs 97(8)
How to Set Up a Customer
97(4)
Adding a Job for a Customer
101(2)
Exporting or Printing Your Customer List
103(2)
8 Vendors and Subcontractors 105(6)
Setting Up
1099
Vendors
105(4)
Setting Up a Non-1099 Vendor
109(2)
9 Employees 111(6)
Setting Up Your Employee List
111(6)
10 Opening Balances 117(6)
Entering Opening Balances in QuickBooks Pro
117(1)
Entering Invoices for Accounts Receivable
118(2)
Entering Bills for Accounts Payable
120(3)
11 Organizing Work Flow 123(8)
Setting Up Your Office Files
124(3)
Organizing Your Payroll
127(1)
Keeping Office Paperwork Current
127(4)
12 Estimating 131(8)
Using a Summary Estimate You Make Outside of QuickBooks Pro
132(2)
Customizing an Estimate Form
134(1)
Memorizing an Estimate
135(1)
Estimates and Progress Billing
136(1)
Getting Detailed Estimates
137(2)
13 Receivables 139(24)
Four Ways to Invoice a Customer
140(10)
Tracking Change Orders On Estimates
150(2)
How to Handle Retainage
152(5)
Recording a Payment You Receive
157(1)
Recording a Deposit
158(1)
Recording a Job Deposit
159(4)
14 Payables 163(16)
Creating and Using Purchase Orders
164(1)
Using Purchase Orders to Track Multiple Draws and Committed Costs
165(4)
Entering Bills Without Purchase Orders
169(2)
Selecting Bills for Payment
171(1)
Printing Checks
172(2)
Vendor Workers' Comp Reports
174(5)
15 Payroll 179(14)
Entering a Timesheet
179(4)
Processing Employee Payroll
183(6)
Allocating Sole Proprietor or Partner's Time to a Job
189(4)
16 Using QuickBooks Pro on a Cash Basis 193(8)
How to Record a Check
194(3)
How to Record a Deposit
197(2)
Checking Your Transactions with the QuickBooks Pro Register
199(2)
17 Reports 201(34)
How to Modify Reports
201(4)
Using Our Memorized Reports
205(18)
Using Jobs & Time Reports
223(12)
18 End of Month and End of Year Procedures 235(16)
End of the Month Procedures
235(8)
Reading and Understanding Your Financial Reports
243(4)
End of Year Procedures
247(4)
19 Real Estate Development 251(26)
New Accounts
251(1)
Setting Up a Development Job
252(1)
Using Items to Track Construction Costs as WIP
253(2)
Land Purchase Transactions
255(4)
Personal Loans
259(6)
Development Loans
265(4)
Construction Loans
269(3)
Recording the Sale of a Property
272(3)
Conclusion
275(2)
Appendix A Estimating with QuickBooks Pro 277(14)
Three Good Reasons to Try QuickBooks Pro Estimating
277(1)
A Road Map to Your Destination
278(1)
Setting Preferences for Estimating
279(2)
Building Your Item List
281(2)
Creating an Estimate in QuickBooks Pro
283(3)
Turning an Estimate into an Invoice
286(3)
Tidying Up Your Company File
289(2)
Appendix B Job Cost Tracking and Importing Estimates 291(34)
A Different Approach
291(3)
Estimates into Invoices
294(1)
Handling Tax
294(2)
Using Items for Job Cost Tracking
296(2)
Help Learning National Estimator
298(1)
Estimating with National Estimator
299(14)
Converting Estimates with Job Cost Wizard
313(12)
Index 325

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