AccountingPRO™ QuickBooks Job-Cost & Construction Template

 Benefits include...

  • Out-of-the-box system that you can start using immediately
  • Save countless hours of set up time and avoid costly QuickBooks consulting fees
  • Leverage QuickBooks’ powerful, advanced job-costing features
  • Gain valuable insights to better manage your construction business

Find out if a QuickBooks Construction "Template" is right for you:
(3:08 min)

...


AccountingPRO™ Customer Story:

AccountingPRO Testimonial - Construction industry template for QuickBooksI chose AccountingPRO™ over other QuickBooks® systems available to builders because of its capability to provide traditional accounting reports as well as the detailed job-cost reports that I wanted. I also find that it is very flexible. This is important to me because I handle a variety of jobs, including architectural design, building, and remodeling and I find that I can easily adapt it to my company’s unique circumstances. It lets me create my own job-costing system inside its pre-built structure.

AccountingPRO-2014-07-Refl CD-300x300Additionally, we use a variety of invoicing methods–lump sum, percentage of completion, and cost plus, and AccountingPRO™ works well with QuickBooks® to allow me to use these variations. I also like how I can adapt the system to work with a separate estimating software and database. After a contract is signed, I will re-create the estimate in the AccountingPRO™ template. I then use the estimate as a guide to create purchase orders, which in turn easily convert to bills that are automatically assigned to the correct jobs and job stage codes. Then I can see reports that compare my estimates to income and costs, and adjust my estimating database accordingly.”

“Your AccountingPRO™ template has helped me nail down my estimating and accounting system. I know that this is a system that will grow and adapt to my needs for future growth.”

Jeff Forward, President
The Forward Group
Ann Arbor, MI


AccountingPRO™ QuickBooks Construction Template includes:

  • Chart of Accounts:  Choose from more than 350 pre-built accounts (properly titled and numbered for the construction industry)
    Click here to watch video (4:22)
  • Item List: Choose from more than 336 construction-stage categories and 1,500 job-cost Items (each Item accurately linked to appropriate accounts)
    Click here to watch video (8:06)
  • Pre-set Special Jobs:  Will help you track overhead costs such as vehicles, equipment, admin etc.
    Click here to watch video (0:45)
  • Payroll Item List: If you have employees, you will be able to track admin, sales and direct labor costs (including specific construction activities). Includes Labor Burden Allocation Items to help you automatically assign labor burden percentages to jobs.
    Click here to watch video (3:33)
  • 60+ Sample Transactions: Examples show you how to make typical entries (each transaction includes instructions)
    Click here to watch video (5:21)
  • Other Pre-built Lists: Payment Method, Terms, Vendor Type, and Customer Type established
    Click here to watch video (1:31)
  • File Preferences: Most-often-used construction company File Preferences have been pre-set (modify as desired)
    Click here to watch video (1:22)
  • REPORTS: Click here to watch video (12:44)
    *
    Standard tax and banking-style reports:
    ...
    For example Balance Sheet, Profit & Loss, Accounts Receivable and Payable.

    * Critical management and job-cost reports:
    ...Include Profit & Loss by Job, Estimate vs. Actual Costs & Income by job phase for individual jobs, many other analytical
    ...reporting options.
  • AccountingPRO™ User GuideUser-friendly manual guides users through initial start-up process and opening entries. Includes variety of extra topics for those utilizing advanced construction industry features. 82 pages

 

BONUS - Accounting with QuickBooks for Builders and Remodelers (360+page eBook)

This book by Diane Gilson is your reference source for underlying accounting concepts, insights, controls, procedures, and management tips. Reader-friendly text helps non-accountants understand construction accounting basics, while illustrations and instructions guide you to useful company and job-cost reports.

$997

add to cart

60 Day Money Back Guarantee

We are so confident that you will be happy with this program that we give you a full 60 days to use it so you can decide if you want to keep it.  If not, we’ll refund your money, no questions asked!

AccountingPRO™ is compatible with: 

  • QuickBooks Pro & Premier (desktop PC) current version & prior two years
    (need a current version of QuickBooks? Call 866-244-2228 to receive a 35% discount)
  • QuickBooks Enterprise current version & prior two years
    (need a current version of Enterprise? Call 866-244-2228 to receive our substantial discount)
  • Fully compatible with industry-specific editions of Premier and Enterprise.

When ordering, please indicate your current version of QuickBooks Pro, Premier, or Enterprise.   

Note – License valid for use for a single company’s data 


The Story Behind Why I Created AccountingPRO

  • Getting started as a “construction management accountant”.
  • Could QuickBooks deliver on what needed to be done for construction companies?
  • Software, accounting, industry, and design elements that need to be considered…
  • What happened in the process of helping my first construction clients get started with QuickBooks and job-costing.

Frequently Asked Questions and Answers:

So exactly what is AccountingPRO™? Is it software? Is it a “plug-in” to QuickBooks? +

No, AccountingPRO™ is a “done-for-you” QuickBooks construction template (company file) that includes all of the lists and reports shown above.

QuickBooks desktop software (QuickBooks Pro, Premier, or Enterprise) was designed by Intuit to be able to create and open an unlimited number of QuickBooks company files.  When you purchase the AccountingPRO™ company file, you copy the file to your computer and open it with your QuickBooks software. Simple, easy.

I already bought QuickBooks. They have a default Chart of Accounts and Item List. What’s wrong with using what they provide? Why should I pay for a different pre-built company file? +

When I started my accounting firm more than 20 years ago (in 1994), I decided that I wanted to specialize within the residential construction industry using QuickBooks as my accounting “tool” of choice. For an accounting program, QuickBooks was relatively user-friendly. At the same time it also provided flexibility and powerful job-costing capabilities.

But there were some problems.

QuickBooks is a very broad-based generic software.

  1. With Intuit promoting the concept of “You can do your own accounting with QuickBooks. All you need to know is how to write a check”, many businesses thought they could simply jump into doing their own accounting without any in-depth accounting training.
  2. Any type of accounting software requires users to learn its features, flows, and intricacies.
  3. Job-costing, even for trained, dyed-in-the-wool accountants, can be a challenge.
  4. The construction industry has relatively complex accounting requirements that vary depending on specific types of construction.
  5. The “construction-industry-specific” Chart of Accounts and Item Lists provided with QuickBooks (even within the Premier Contractor version of the program) were nearly always inadequate to meet the needs of the clients I was working with. I consistently found that their “hair-pulling” frustration and reporting issues typically STARTED with these prior, underlying “structural set up” problems.

Yes, the problems could be fixed. BUT you have to know what you’re doing, and what the structure SHOULD look like when you’re done “remodeling” the existing file.

Thus, the fix-it process was time-consuming and costly.

In 2000, in cooperation with the National Association of Home Builders (NAHB), I wrote a book (Accounting With QuickBooks for Builders & Remodelers – 300+ pp). It included extensive information about how to manually create proper setup lists in QuickBooks.

As a result, because manually creating the proper set up took many, many hours, and was prone to user error, my readers’ questions quickly became “Why do I have to do all of this work? Can’t you just do it for me?”

So I decided that a solution to both of these BIG issues (fix-the-problem-file, and set-up-everything manually), would be to develop aQuickBooks construction template. A “model” company file that businesses could use to get a fresh start.

The goal was to create a QuickBooks construction template (company file) that would relieve the pain of confusing, frustrating, inadequate, and inaccurate construction reports. I decided to create a solution that would help both new and existing business owners achieve logical, consistent, and meaningful reports.

And that’s why, and how, AccountingPRO™ came into the world!

Wow! 350 accounts! 1500 Items! I’m a small (or startup) company. What if I don’t need anything this extensive? +

I totally understand. Most companies, regardless of size, only need to use a PORTION of the accounts, and only CERTAIN Items.

But each company’s needs are different, so I’ve built in most everything that any residential (and most light commercial) construction companies could potentially need. All you’ll need to do is to “hide” (inactivate) accounts or job-cost items that you DON’T want to use at this time (a simple mouse-click in QuickBooks).

Then, if you find that you need to use one of the “hidden” accounts or items in the future, simply re-activate it.

This gives your accounting system both flexibility and the ability to “scale” for future growth or expansion.

Should I organize my Chart of Accounts to follow “tax” reporting guidelines, my banker’s guidelines, my CPA’s guidelines, my networking group’s guidelines, my consultant’s guidelines, or my industry organization’s guidelines? (These conflicting opinions are confusing!) +

Yes, as you move through your business life, you’ll find that various organizations may provide “suggested” listings for Charts of Accounts, job-cost tracking codes, etc. And they may require you to periodically report financial activities to them in specific formats.

HOWEVER here’s my philosophy. See if you agree:

“What is absolutely MOST important is that you end up with a system that provides you with the amount and type of information that is logical, that you and your staff can understand, and that you regularly use to manage and run your company more profitably and effectively.”

“Your business management information needs come first. When it comes to reporting to outside agencies, if you have a logical, clear, ethical (non-fraudulent), and clean system, it’s easy to find the numbers and place them on the forms that they require.”

I’m an NAHB member. Do you use the NAHB Chart of Accounts and job-cost codes? +

When I first created AccountingPRO™, I started with the NAHB Chart of Accounts. For job-cost codes, I reviewed the NAHB list as well as several other estimating systems in order to compile a very comprehensive (yet reasonable) set of job-cost/job-stage elements. Then we sorted the job-cost codes into “construction order”, and created a numbering system that will display results in construction-progress order.

I’ve used these accounts and job-cost codes with many, many clients. Over time, both have been extensively reviewed and upgraded to work in the best ways for them. I believe that (for QuickBooks users) our revised Chart of Accounts and Job-Codes (Item List) provides results that exceed the original.

What if I want to add more accounts or items? +

Yes, you can do that. QuickBooks makes it very easy to add accounts and items. For consistency, you will likely want to use existing accounts, items, and numbering systems as your “model” for additions or changes.

My company handles a variety of construction activities (remodeling, custom homes, spec homes, land development, light commercial work, and upon occasion, rentals). Will AccountingPRO™ handle all of those circumstances? +

Yes. The Chart of Accounts and Item List have been designed to handle any of the above types of construction situations. How income and costs are recognized for various types of construction can vary, and may require specific types of adjustments at the end of monthly or quarterly accounting periods. My documentation helps to guide you through those specifics.

I already have a QuickBooks file that I’ve been using for a while. Can I merge AccountingPRO™ into my old file? +

Unfortunately QuickBooks does not allow the merging of files. Your AccountingPRO™ file will provide you with a fresh “clean start”company  file. The good news is that you can leave old, bad structural setups behind! That said, you will still want to post certain account balances from your prior file as “beginning balances” in your new AccountingPRO™ file. I have provided full instructions regarding how to do this.

Shouldn’t I wait until the end of my fiscal year to make this change? +

Although mid-year changes mean that you will need to enter somewhat more year-to-date detail into your new file, one advantage of a mid-year transition is that you aren’t already in the throes of year-end work. (January and February can be stressful accounting months for many companies!). A mid-year switch allows greater opportunity for you to plan, manage, train, and and implement the change in a less pressured environment.

How will my day-to-day entries into the AccountingPRO™ file differ from the way that I used to make entries? +

Many companies have never explored or used many of QuickBooks’ advanced job-costing features. We have designed the AccountingPRO™ QuickBooks construction template to take full advantage of those features, so it is likely that you will find a variety of differences in the way that you enter transactions and create reports. You’ll definitely want to review the User’s Guide and other documentation to learn how to gain the full benefits of your new system!

I’m in a hurry to make this change, and I’m not great at learning from written material. What are my other options? +

If you’re a “visual learner” I’ve created an extensive series of online recorded QuickBooks Construction Accounting Training Classes.

Other people may prefer to have an Info Plus Accounting consultant guide them through the transition. In that case, you can contact our office at 734-544-7620 to discuss consulting options.

My current set of books is a mess! How do I transition? +

Well, you could start with waving a magic wand over your current set of books! (LOL) If you’ve tried that and it doesn’t work, you’re not alone. Give us a call at 734-544-7620 (9-5 Eastern, M-F) to discuss and we can provide some ideas…


Meet the Creator of AccountingPRO™: 

Diane Gilson - President Info Plus Accounting

Diane’s passion is designing, customizing, and upgrading accounting systems for small to mid-sized construction and manufacturing companies.  She loves a challenge and specializes in helping clients turn financial chaos into clarity and profitability.  Diane doesn’t believe any accounting topic is too complicated for her clients to understand and implement.  As a result, she successfully teaches all levels of technique in her online workshops and one-on-one consultations.  As a published author, speaker, and professional QuickBooks trainer with over 30 years accounting experience, Diane is viewed as a leader in her fields of expertise.

About Our Company

Since 1994 Info Plus Accounting has been helping business owners and bookkeepers move from a state of financial confusion and uncertainty into the world of financial order, clarity and profitability.

We achieve this by helping them determine exactly what information they need, and showing them how they can efficiently and effectively get the information and use it to grow their business and profits.

Diane's Career Highlights

Experience: 30+ years varied accounting experience including 15 Years as a CPA
Focus: Management accounting, job costing, and training for construction and manufacturing industries since 1994
Speaker: Various local and national groups including National Remodelers Shows, Atrium Group, International Builders Show, etc.
Developer: AccountingPRO and various accounting support products, calculators, procedures, templates
Author: Accounting with QuickBooks for Builders, Remodelers & Developers + various nationally published articles
QuickBooks Certifications: Certified Advanced ProAdvisor, Enterprise ProAdvisor, Intuit Solution Provider + others,…
Service: - NAHB National Board of Directors - MAHB State Audit Committee (2007 –2010) - Treasurer - HBA (10 yrs) - Treasurer - Remodeler Council (2 yrs)
Awards: - 2014 & 2015 "Top 100 QuickBooks ProAdvisor" - Associate of the year (2006) - Distinguished Service to the Building Industry (2009)

$997

add to cart

60 Day Money Back Guarantee

We are so confident that you will be happy with this program that we give you a full 60 days to use it so you can decide if you want to keep it.  If not, we’ll refund your money, no questions asked!

AccountingPRO™ is compatible with: 

  • QuickBooks Pro & Premier (desktop PC) current version & prior two years
    (need a current version of QuickBooks? Call 866-244-2228 to receive a 35% discount)
  • QuickBooks Enterprise current version & prior two years
    (need a current version of Enterprise? Call 866-244-2228 to receive our substantial discount)
  • Fully compatible with industry-specific editions of Premier and Enterprise.

When ordering, please indicate your current version of QuickBooks Pro, Premier, or Enterprise.   

Note – License valid for use for a single company’s data