Recent Posts

Thank you for attending my QuickBooks Made Easy for Contractors training seminar. How did you like the seminar? I know I had a good time.

Also, I know you must have things on you mind and so, I want this to be a special place you where you can: ask followup questions, leave your comments or thoughts, and keep in contact with people you met at the seminar.

Please discuss anything you want regarding the seminar, and feel free to reply to each others posts and answer each other questions.

Thank you in advance for attending my QuickBooks Made Easy for Contractors training class. Although I try to cover as many topics a possible at my QuickBooks seminar, I can only cover so much in the time allotted. This is your opportunity to request things you'd like to see covered at the training seminar.

I'll try my best to cover as many of these topics as possible. Knowing your QuickBooks questions ahead of time will help me give the quickest, most comprehensive responses at the seminar.

Thanks for your input; I look forward to seeing you there!

-Gregg S Bossen, CPA, aka "the QuickBooks Guy"

We have just purchased the Contractor 2008 edition of Quickbooks and want to know what operating system best supports it.  We have Windows Vista and it does not seem to follow the tutorials.  We also purchased the Contractor's Guide to Quickbooks Pro 2008, do you recommend following the guidelines in the manual to set up our books?

Are you going to discuss the Quickbooks Contractor software in your presentation?

Thanks.

@ ShawnWL - Thank you for posting your comments here. I'm sure you will get a lot out of the seminar, and maybe learn enough to venture into some of the other great features QuickBooks has to offer.

With a little effort you can get a lot of benefits for the rest of your business, not just entering checks. You'll learn how to set things up to track time, material and retainage, create job reports and much more. I try to make it easy enough, so that you don't need to wait on the accountant to get timely reporting. Your CPA should will be happy too.

Be sure to check out the post-seminar section here to share thoughts and ideas with fellow seminar attendees, and provide me feedback on the course.
Look forward to seeing you there.

-Gregg

I've been using Quickbooks for some time but only in the most rudimentary way.  We have a home building company. I primarily just use the check register for all my check disbursements and then send everything over to the CPA. I'd like to take advantage of some of the other features but never seem to have enough time to do a tutorial to learn anything else.  And I'm not even sure what to try and learn next. Since time is at a premium I don't want to waste it trying to learn something I won't even be using!
Looking forward to the seminar. Thanks.

Thank you in advance for attending my QuickBooks Made Easy for Contractors training class. Although I try to cover as many topics a possible at my QuickBooks seminar, I can only cover so much in the time allotted. This is your opportunity to request things you'd like to see covered at the training seminar.

I'll try my best to cover as many of these topics as possible. Knowing your QuickBooks questions ahead of time will help me give the quickest, most comprehensive responses at the seminar.

Thanks for your input; I look forward to seeing you there!

-Gregg S Bossen, CPA, aka "the QuickBooks Guy"

Thank you for attending my QuickBooks Made Easy for Contractors training seminar. How did you like the seminar? I know I had a good time.

Also, I know you must have things on you mind and so, I want this to be a special place you where you can: ask followup questions, leave your comments or thoughts, and keep in contact with people you met at the seminar.

Please discuss anything you want regarding the seminar, and feel free to reply to each others posts and answer each other questions.

Hi Lewis:

Your Question regarding the sign posts is more complex then can be answered in the format of this forum. It requires and in depth discussion, and I will need to get specific details from you .
I will send you an email directly.

Thank you,

-Gregg

[all revenue and all expenses]

Hi Lewis:

The answer to this question depends on how your company is setup. In short, "Classes" are primarily used to point all revenue and all expenses to specific divisions or departments within a company.

So for example, when creating an invoice or a sales receipt, and a specific department(s) generated that revenue, the "Class"(es) selected should be the "class"(es) created for that specific department(s).

Likewise, when you own money and you enter a bill or write a check, and a specific department(s) generated that expense, the "Class"(es) selected should be the "class"(es) created for that specific department(s).

Later you can track the various departments revenues and expenses via "Class" specific reports. Not all companies will need to do this, so using "classes" is not always required.

If you do not have "Classes" setup for various departments, or do not need to track them, then you should just leave the field blank when filling out sales forms.

Thank you, Excellent Question,
-Gregg

Hi Lewis:
For the first part of your Question (Should I Archive?), there is really no benefit to archiving unless your QuickBooks data-file is running very slowly. If since you've been using QuickBooks you've noticed it start running a lot slower then normal, and you know it is not from any other computer issue, then archiving might help speed it back up. But if its working fine then there is no reason you should have to archive at this point.

As far as the ease of reopening an archived file, it is pretty easy. The file is saved as a compressed QuickBooks data-file and is opened the same as you would open any other QuickBooks file. If you do open an archived file just be mindful of which file you are in the next time you open QuickBooks, as by default QuickBooks will open the last file accessed.

-Gregg