Tag Archives: Chart of accounts

QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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Work More Efficiently and Faster

This year’s new QuickBooks 2018 features focus on solving for some common pain points and issues.  These first few are for QuickBooks Pro, Premier and Enterprise, the latter ones I specify the version(s) of QuickBooks. Multi-Monitor If you use multiple … Continue reading

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QuickBooks Setup For Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

Posted in Business Finance, Features, Job Costing, QuickBooks | Tagged , , , , , , , , , , , , , , | Leave a comment

Common QuickBooks Issues and Their Solutions

Having just returned from the Green Industry Expo where I got the chance to talk with lots of contractors, I heard many of the same issues: I don’t have confidence in my reports It’s hard to discern profitability of jobs … Continue reading

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Are You Guilty of Any of These Mistakes?

When I talk with contractors, I hear many of the same issues. I don’t have confidence in my reports It’s hard to discern profitability of jobs and/or divisions (or departments or ….) I can’t get good job cost reports It … Continue reading

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Using Items for Income and Expenses Items – Pt. 2

Last time I wrote about Items, saying they were probably one of the most misunderstood features in QuickBooks and discussed what an Item was. I then mentioned that a common mistake was to use the wrong Type of Item. Today I’d like to discuss another common Item mistake – leaving an Item as “single-sided” when it should be “double-sided”. Continue reading

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Understanding QuickBooks Items

I started using QuickBooks back in 1996, thinking it was just another piece of software I could easily learn. Boy, did I underestimate QuickBooks! But, many years and certifications later, I’ve learned sooo much yet still find myself learning since there are new features every year and different businesses have different needs. One feature in QuickBooks that took me a few years to really understand, was Items. Continue reading

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