View Full Version : QBP setup by 'consultant' (or not) for contractor ?
How best to get QB setup for use the full capability (cost control, payroll including State of WA requirements, etc) for a new residential & commercial building construction company ?
Seems like ought to be able to get a 'template' (from accounting/bookkeeping professional, etc) that would allow a new owner (thats me) to start out as the user and then, when/if the company is successful enough, be able to turn over to an in-house or consultant bookkeeper, etc.
Ideas/suggestions/questions ???
PS: Am starting out by going thru the step-by-step at Kathy Ivens 'Running Quickbooks 2007 Premier Editions' (Chapter 12, Contractors Edition), any other suggestions for starters ???
Joe Williams
09-03-2007, 03:11 AM
You can open the Sample_probuct-based bussiness file. It is a construction company with Cal. payroll.
lisa_mn
09-03-2007, 11:09 AM
The book is a good starting point, but you may want to invest some time with a certified QB ProAdvisor. Can save you time and headaches down the road.
The book is a good starting point, but you may want to invest some time with a certified QB ProAdvisor. Can save you time and headaches down the road.
Thanks for the info.
How to locate CQBPA in Seattle area ?
lisa_mn
09-04-2007, 07:05 AM
http://intuitmarket.intuit.com/QBA/ReferralDB/ReferralDataBaseMemberSearch.asp
http://intuitmarket.intuit.com/QBA/ReferralDB/ReferralDataBaseMemberSearch.asp
Thanks much for the info !
giovanni
09-12-2007, 10:46 AM
I've been using "Contractors Guide to QuickBooks Pro XXXX" by Karen Mitchell both in my own companies and with my contractor consulting clients since 1996. I use the book as both the training and operations manual in addition to running the template that is included. You can find the book at most major bookstores, Amazon or directly from www.onlineaccounting.com
One area worth extra attention during setup for a construction company is the item list. The format of the list should match how estimates and/or bids are created and submitted; certain types of construction require a specific format to be used. Setting up the item list so that estimators, office personnel as well as field supervisors can quickly find the item they need is critical to widespread adoption and use of the program. pm me if you need more info on item list setup
accountingpcr
10-21-2007, 04:39 AM
I am helping to set up a new S corporation. They do electrical work in a variety of settings. I am new to this industry (I have a strong Manufacturing background) and I am also new to using the online edition of QuickBooks. I need to know the best way to set up the item list for them. Currently they have 3 items set up.
1) "hours" which links to the services sales account
2) "services" which links to the services sales account
3) "services PB" which links to the Progress Billings account
I feel like I should be entering the bill for these services using an item account that links to the Labor-Cost of Sales account and them marking it billable to the client at a marked up rate. Then when I create the invoice I can choose the expenses I want to bill to the client. Am I on the right track? Should I set up an item for each of the following situations that links to the Labor - Cost of Sales account? They are going to have 3 different types of labor that are all billable to the client. They will be using a temp agency, they will have some 1099 contractors, and they will have some employees on the regular payroll.
I appologize if this is a bit foggy. It is 2 am on Saturday and I woke up thinking about this. :) If someone could just give me an idea of what a good item list would look like for this industry then I am sure I could figure the rest out.
Thank you in advance for your help!
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