Home

Welcome to the Demo!

This is a lightweight demonstration of the Help Center’s user interface as well as the features provided. Take a look at this page to get an idea of what a reasonably fleshed out help page would look like.

Features

Site-Wide Search | Demo

Using the search bar in the top left, you can find find any page that makes a reference to the search term you’ve provided.

For example, search for the word Customer, and you’ll see listings for several pages which have that word in either the title or content of the page. Demo

Printing Topics or Sections | Demo

The website provides the ability to easily print entire Topics or Sections of the website.

To do so, click on the printer icon at the top-right of any page. This will add the current page, and any child pages under it, to the print preview. To get a quick idea of what will be added to the print preview, any pages nested under the current page in the sidebar will be added to the current page’s print preview.

For Example: Using the printer preview on the QuickBooks Page will also add the pages for Getting Started, Creating a New Customer, and Creating a New Job to the printed document. Demo

Printing the Entire Website

Using this feature on the Home page will add all pages on the website to the print preview.

Arrow Key Navigation

The website can also be navigated using the left and right arrow keys.

Hitting the left arrow key moves up on page on the sidebar, and hitting he right arrow key moves down one page on the sidebar.

The furthest page to the “left” is the Home page.

Topics

QuickBooks

Learn about the different tools you'll most commonly use within QuickBooks

The Billing Folder

Learn about the structure and content within the billing folder

The Job Folder

[Description]

Company Information

[Description]

Subsections of Home

QuickBooks

Under Construction

This page under construction. Subject to change.

QuickBooks enables us to efficiently manage our finances, such as income, expenses, and cash flow, in a well-organized and centralized manner. With features like invoicing, bill payment, payroll, inventory tracking, and reporting, QuickBooks is a comprehensive tool that can help reduce errors and provide financial insights.

In many cases, it is possible to make edits after an entry has been made, but care should be taken to avoid this.

Sections

Getting Started

Get yourself up and running with QuickBooks

Creating a New Customer

Learn how to create a new Customer in QuickBooks

Creating a New Job

Learn how to create a new Job in QuickBooks

Subsections of QuickBooks

Creating a New Customer

Under Construction

This page under construction. Subject to change.

In QuickBooks, a customer record is used to store and track information about a our customers, such as contact details, payment terms, and transaction history. By maintaining accurate customer records, we can send accurate invoices, monitor outstanding balances, and improve our relationships with our customers.

What You’ll Need

  • Customer Name
  • Customer Address
  • Customer Phone number

before you Continue

Is QuickBooks open?

QuickBooks should be open and ready before proceeding. Check out QB: Getting Started if you need help.

Entering the Info

  1. Step one
  2. Step 2
    • Supporting info
  3. Step 3
    1. Sub-step 1
    2. Sub-step 2
    3. Sub-step 3
    4. Sub-step 4
  4. Step 4

Next Steps

Creating a New Job

Under Construction

This page under construction. Subject to change.

In QuickBooks, a job record serves as a way to track income and expenses for a specific project or job. It allows us to assign different transactions, such as invoices, bills, and payments, to a specific job and then view the profitability of that job in reports. By using job records, we can easily see which jobs are the most profitable, which jobs are over budget, and which clients owe money, among other insights.

What You’ll Need

  • Customer Name
  • Job Name
  • Job Address
  • Estimator Initials

before you Continue

Is QuickBooks open?

QuickBooks should be open and ready before proceeding. Check out QB: Getting Started if you need help.

Is this a new customer?

Follow the steps in QB: Creating a New Customer to create a new Customer Record before proceeding.

Entering the Info

Unsure about a Job’s Name?

Does the job have no name or a name matching the address? Use the street address as the job’s name.

Example:
14928 S Maple Ave, Gardena, CA 90248
Job Name: #### - 14928 S Maple Ave

  1. Select Customers from the left-hand panel.
  2. Using the search box, look up the name of the customer.
  3. Right-Click on the customer’s name and select Add Job from the menu.
  4. In the Address Info tab, enter the information in the following format (replacing the #### with the job’s number):
    • Job Name: #### - Job Name
    • Ship to: #### - Job Name

      For jobs with a really long name, it’s ok for some portion of the name to be cut off at the end when filling in the Ship To field.

  5. A popup titled “Customer Ship To Address Not Found” will appear, click Set Up.
  6. In the “Add Shiping Address Information” window, enter the following:
    • Address Name: #### - Job Name
    • Address: Job Name & Job Address on separate lines.
    • City, State, ZIP
    • Ensure Default Shipping Address is checked.
    • Click OK to save the new address.
  7. Click OK to save the new job.
  8. Done!

Next Steps

  • Request job insurance
  • Request job prelim

The Billing Folder

Under Construction

This page under construction. Subject to change.

The billing folder is the place where all job-related documents should be store, within their respective job folders.

Sections

Folder Structure

Detailed breakdown of the billing folder's contents

Subsections of The Billing Folder

Folder Structure

Under Construction

This page under construction. Subject to change.

Folders in Detail

Billing

TODO

Customer Name

TODO

Job Name

TODO

The Job Folder

Under Construction

This page under construction. Subject to change.

QuickBooks is where billing is handled and it’s important that all information be entered with as much accuracy as possible. In many cases, it is possible to make edits after an entry has been made, but care should be taken to avoid this.

Sections

Folder Structure

Detailed breakdown of the job folder's contents

Subsections of The Job Folder

Folder Structure

Under Construction

This page under construction. Subject to change.

Folders in Detail

Billing

TODO

SOV

TODO

Invoices

TODO

Releases

TODO

Job Documents

TODO

Contracts - Change Order

TODO

Insurance

TODO

Prelim

TODO

Job Log

TODO

Dailies

TODO

Photos

TODO

Plans - Engineering

TODO

Estimator - PM

TODO

Misc

TODO

Subsections of Company Information

Attendance

Under Construction

This page under construction. Subject to change.

Jury Duty

Under Construction

This page under construction. Subject to change.

Meal Breaks

Under Construction

This page under construction. Subject to change.

Office Contacts

Under Construction

This page under construction. Subject to change.

Sick Days

Under Construction

This page under construction. Subject to change.