Contractor's Guide to QuickBooks Pro 2004

Contractor's Guide to QuickBooks Pro 2004

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Overview

Contractor's Guide to QuickBooks Pro 2004 by Karen Mitchell, Craig Savage, Jim Erwin

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.

But there's a lot to learn in QuickBooks Pro. And converting to a new accounting system can be a complex and confusing task, even if you have a strong background in accounting and plenty of time to install the new system. That's why this book was written -- because most construction pros aren't accounting experts and have more important work to do at the job site.

Contractor's Guide to QuickBooks Pro 2004 will walk you step-by-step through QuickBooks Pro's detailed setup procedure and then explain item-by-item how you should be using QuickBooks Pro every day. In days, rather than weeks, you'll create a first-rate accounting system that's an asset to your company.

Here you'll find simple, well-illustrated instructions for customizing the setup for QuickBooks Pro 2004, including what each screen on your monitor should look like. This manual explains every choice you need to make and every button you need to click on. And it tells you how to get a trial version of QuickBooks Pro if you want to try it before buying, and includes two other programs you'll want to use when estimating costs with QuickBooks Pro. With this book, the CD in the back with the software and data files just described, and QuickBooks Pro 2004, you have at your fingertips all the financial tools needed to keep your books straight, and your company running strong and in the black.

Product Details

ISBN-13: 9781572181403
Publisher: Craftsman Book Company
Publication date: 02/28/2004
Edition description: REV
Pages: 328
Product dimensions: 8.06(w) x 11.24(h) x 0.64(d)

Table of Contents

Introduction5
Why You Need This Book5
What You Can Expect from This Book6
QuickBooks, QuickBooks Pro, or Premier: Contractor Edition?7
Why Should You Believe Us?9
What's on the CD?12
How Do I Use This CD?13
1Setting Up Your QuickBooks Pro Company17
QuickBooks Pro Company Files18
Begin with Our Sample and Company Data Files19
Upgrade to QuickBooks Pro Version 200423
Convert from Quicken to QuickBooks Pro25
Convert an Existing Data File to Our Setup30
2How to Set QuickBooks Pro Preferences33
General Preferences33
Accounting Preferences34
Checking Preferences36
Finance Charge Preferences38
Jobs and Estimates Preferences41
Payroll and Employees Preferences42
Purchases and Vendors Preferences43
Reminders Preferences45
Reports and Graphs Preferences46
Sales and Customers Preferences46
Sales Tax and Send Forms Preferences48
Service Connection Preferences50
Spelling Preferences51
Tax: 1099 Preferences52
Time Tracking Preferences54
3Chart of Accounts55
How to Use the Sample Chart of Accounts57
Change, Add to, and Print Your Chart of Accounts60
QuickBooks Premier: Contractor Edition Features63
Loan Manager64
4Items73
Entering Items for a Non-Inventory Based Business74
Entering Items for an Inventory Based Business76
Creating a Group of Items78
Entering Non-Job Related Items79
5Payroll Items83
Using Payroll Items to Track Workers' Comp Costs83
Using Payroll Items if You Don't Track Workers' Comp91
Including Sole Proprietor and Partners' Time Costs in Job Costs94
6Classes101
Using Classes to Track Cost Categories101
How to Create a Class102
7Customers and Jobs105
How to Set Up a Customer105
Adding a Job for a Customer109
Exporting or Printing Your Customer List112
8Vendors and Subcontractors113
Setting Up 1099 Vendors113
Setting Up a Non-1099 Vendor117
9Employees119
Setting Up Your Employee List119
10Opening Balances127
Entering Opening Balances in QuickBooks Pro127
Entering Invoices for Accounts Receivable128
Entering Bills for Accounts Payable130
11Organizing Work Flow133
Setting Up Your Office Files134
Organizing Your Payroll137
Keeping Office Paperwork Current137
12Estimating141
Using a Summary Estimate You Make Outside of QuickBooks Pro142
Customizing an Estimate Form144
Memorizing an Estimate145
Estimates and Progress Billing147
Getting Detailed Estimates147
13Receivables149
Four Ways to Invoice a Customer150
Tracking Change Orders On Estimates160
How to Handle Retainage162
Recording a Payment You Receive167
Recording a Deposit168
Recording a Job Deposit169
14Payables173
Creating and Using Purchase Orders174
Using Purchase Orders to Track Multiple Draws and Committed Costs175
Entering Bills Without Purchase Orders179
Selecting Bills for Payment181
Printing Checks182
Vendor Workers' Comp Reports184
15Payroll189
Entering a Timesheet189
Processing Employee Payroll193
Allocating Sole Proprietor or Partner's Time to a Job199
16Using QuickBooks Pro on a Cash Basis203
How to Record a Check204
How to Record a Deposit207
Checking Your Transactions with the QuickBooks Pro Register209
17Reports211
How to Modify Reports211
Using Our Memorized Reports215
Using Jobs, Time & Mileage Reports232
18End of Month and End of Year Procedures243
Reading and Understanding Your Financial Reports251
End of Year Procedures255
19Real Estate Development259
New Accounts259
Setting Up a Development Job260
Using Items to Track Construction Costs as WIP261
Land Purchase Transactions263
Personal Loans267
Development Loans273
Construction Loans277
Recording the Sale of a Property280
Appendix AEstimating with QuickBooks Pro285
Three Good Reasons to Try QuickBooks Pro Estimating285
A Road Map to Your Destination286
Setting Preferences for Estimating287
Building Your Item List289
Creating an Estimate in QuickBooks Pro291
Turning an Estimate into an Invoice294
Tidying Up Your Company File297
Appendix BJob Cost Tracking and Importing Estimates299
Estimates into Invoices302
Handling Tax302
Using Items for Job Cost Tracking304
Help Learning National Estimator306
Estimating with National Estimator307
Converting Estimates with Job Cost Wizard321
Index333

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