Contractor's Guide to Quickbooks Pro 2000

by ; ;
Format: Paperback
Pub. Date: 2000-05-01
Publisher(s): Craftsman Book Co
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Summary

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

In this "fully -loaded" manual, you'll simple, well-illustrated instructions for customizing the QuickBooks Pro setup. It shows what each screen on your monitor should look like, and explains every choice you need to make and every button you need to click on. But this isn't just a book about QuickBooks Pro. It includes a trial version of QuickBooks Pro and two programs you'll want to use when estimating costs with QuickBooks Pro.

Table of Contents

Introduction 5(1)
Why You Need This Book
5(1)
Installing the CD
6(2)
What You Can Expect from This Book
8(1)
How to Use the Software on the CD
9(3)
About the Authors
12(1)
Why QuickBooks Pro?
13(4)
Setting Up Your QuickBooks Pro Company
17(18)
Getting Started
18(1)
Begin with Our Company File
19(3)
Upgrade to QuickBooks Pro Version 2000
22(2)
Convert from Quicken to QuickBooks Pro
24(5)
Create a New QuickBooks Pro Company
29(6)
How to Set QuickBooks Pro Preferences
35(18)
General Preferences
35(1)
Accounting Preferences
36(2)
Checking Preferences
38(1)
Finance Charge Preferences
39(2)
Jobs and Estimates Preferences
41(1)
Payroll and Employees Preferences
41(3)
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
49(1)
Tax: 1099 Preferences
49(2)
Time Tracking Preferences
51(2)
Chart of Accounts
53(8)
The Chart of Accounts
53(2)
How to Use the Sample Chart of Accounts
55(3)
How to Charge, Add to, and Print Your Chart of Accounts
58(3)
Items
61(10)
Entering Items for a Non-Inventory Based Business
62(2)
Entering Items for an Inventory Based Business
64(2)
Creating a Group of Items
66(2)
Entering Non-Job Related Items
68(3)
Payroll Items
71(18)
Using Payroll Items to Track Workers' Comp Costs
71(8)
Using Payroll Items If You Don't Track Workers' Comp
79(2)
Including Sole Proprietor and Partners' Time Costs in Job Costs
81(8)
Classes
89(4)
Using Classes to Track Cost Categories
89(1)
How to Create a Class
90(3)
Customers and Jobs
93(6)
How to Set Up a Customer
93(3)
Adding a Job for a Customer
96(2)
Exporting or Printing Your Customer List
98(1)
Vendors and Subcontractors
99(6)
Setting Up 1099 Vendors
99(4)
Setting Up a Non-1099 Vendor
103(2)
Employees
105(6)
Setting Up Your Employee List
105(6)
Opening Balances
111(6)
Entering Opening Balances in the General Ledger
111(1)
Entering Opening Balances in the Chart of Accounts
111(2)
Entering Invoices for Accounts Receivable
113(1)
Entering Bills for Accounts Payable
113(4)
Organizing Work Flow
117(8)
Setting Up Your Office Files
118(3)
Organizing Your Payroll
121(1)
Keeping Office Paperwork Current
121(4)
Estimating
125(10)
QuickBooks Pro vs. QuickBooks
125(1)
Something for Everyone
126(2)
Using a Summary Estimate You Make Outside of QuickBooks Pro
128(2)
Customizing the Estimate Form
130(1)
Memorizing an Estimate
131(4)
Receivables
135(20)
Three Ways to Invoice a Customer
136(8)
Change Orders
144(2)
How to Handle Retainage
146(4)
Recording a Payment You've Received
150(1)
Recording a Deposit
151(1)
Recording a Job Deposit
152(3)
Payables
155(12)
Creating and Using Purchase Orders
156(1)
Entering a Bill for Committed Costs
157(2)
Entering Bills Without Purchase Orders
159(2)
Selecting Bills for Payment
161(1)
Printing Checks
162(1)
Payables & Vendor Workers' Comp Reports
163(4)
Payroll
167(10)
Entering a Timesheet
167(3)
Processing Employee Payroll
170(4)
Allocating Sole Proprietor or Partner's Time to a Job
174(3)
Using QuickBooks Pro on a Cash Basis
177(8)
How to Record a Check
178(3)
How to Record a Deposit
181(2)
Checking Your Transactions with the QuickBooks Pro Register
183(2)
Reports
185(30)
How to Customize and Filter Reports
185(3)
Using Our Memorized Reports
188(17)
Using Jobs & Time Reports
205(10)
End of Month and End of Year Procedures
215(14)
End of the Month Procedures
215(7)
Reading and Understanding Your Financial Reports
222(2)
End of Year Procedures
224(5)
Real Estate Development
229(24)
New Accounts
229(1)
Setting Up a Development Job
230(1)
Using Items to Track Construction Costs as WIP
231(2)
Land Purchase Transactions
233(4)
Loan Transactions
237(9)
Entering a Construction Draw
246(2)
Recording the Sale of a Property
248(3)
Conclusion
251(2)
Appendix A Estimating with QuickBooks Pro 253(14)
Creating an Estimate in QuickBooks Pro
255(8)
Turning an Estimate into an Invoice
263(4)
Appendix B Job Cost Tracking and Importing Estimates 267(26)
What Is Job Cost Tracking?
267(5)
Estimating with National Estimator
272(11)
Converting Estimates with Job Cost Wizard
283(5)
Job Cost Tracking with QuickBooks
288(5)
Index 293

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