Train Your Employees, Subs & Vendors:
- Employees
- Require you employees use the Time app
- Require them to use the correct job numbers
- Require them to ask vendor to put the job # on the invoice from the vendor
- Subs & vendors
- Ask them to include job # on their invoice
- Ask them to send invoices to be paid to the email we will give you
- Ask vendors to send statements to the same email
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Now Train Yourself:
- Listen to suggestions from us. We have been around this barn a few times. That doesn't mean that we are old school, We try to keep on the leading edge when it makes sense but we don't just new technology because it is new.
- Do be ready for new ideas.
- Right now we use QuickBooks Desktop on a Hosted environment and are monitoring new developments all the time.
- We know what seems to works for numbering jobs & items the best.
We do want to make it work for all.
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Job Costing using Items provides the best way to get the management information for any business that wants to know what they are making on a specific job. In fact are your items setup correctly? Many times they are not. Do you use items for invoices, bills, credit cards, checks and payroll checks?
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Classes will help determine which types of jobs you are making money on. In this economy this is crucial.
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Don't forget to list the customer on every transaction in QuickBooks whether or not it is an invoice, bill, credit card, check or payroll check.
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Are you building houses and don't know the best way to handle closing statements in QuickBooks? In fact does your bookkeeper understand closing statements? We do.
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Do you understand the concept of W.I.P?
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