QuickBooks Construction Application for Payment Solution Support

Folder Construction Application for Payment Solution - How-To Support Videos

This section contains several short videos which cover our most frequent Support Calls.

Topics covered include:

Customizing the QuickBooks Estimate Template to include Quantity, Cost and Markup
Additional QuickBooks setup for working with the "Change Order Certificate and Application for Payment" form
Additional QuickBooks setup for working with the "With Unit Description" Exhibit A - Schedule of Work form
How to backup your data,
How to restore your data,
how to find your "lost" data, and more.

All of the information in these videos also have written instruction in our printed and .pdf manuals as well as in the In-Program Help file (accessed from the big ? mark in the lower right corner of each window).

These videos have been created in an mp4 file format - which means they should run using whatever video software you have installed on your computer.

Documents

video 1. Making the most of QuickBooks – Customizing the QuickBooks Estimate Template to include Quantity, Cost and Markup

Published on 29 April 2024 Modified on 29 April 2024 By Sunburst Software Solutions, Inc. 31 downloads

If you will be using any of the Exhibit A - Schedule of Work Continuation Sheets that include Quantities and Unit Price, you'll need to have an Estimate in QuickBooks that will also allow you to track these items. Learn how to customize your QuickBooks Estimate template in this step-by-step video and enjoy better job costing results in addition to getting the information you need to complete the Exhibit A's that include quantities.

Duration - 20 minutes

0:00 Introduction

0:48 How to customize the QuickBooks Estimate Template

10:53 Using the new Template & Creating an Estimate

15:45 Understanding the QuickBooks Estimate vs. Actuals Report

17:45 BONUS - Customizing the QuickBooks Job Record list of transactions to include memo's and notes

video 2. Making the most of QuickBooks – Additional QuickBooks setup for working with the “Change Order Certificate and Application for Payment” form

Published on 29 April 2024 Modified on 29 April 2024 By Sunburst Software Solutions, Inc. 28 downloads

The CAPS Change Order Certificate and Application for Payment form allows you to display the details for up to eight change orders that are approved in the current month, but there is additional setup to be done on the QuickBooks side in order for this to print correctly. Learn how to set QuickBooks up so you can utilize this form.

Duration - 4 minutes

video 3. Making the most of QuickBooks – Additional QuickBooks setup for working with the “With Unit Description” Exhibit A – Schedule of Work form

Published on 29 April 2024 Modified on 29 April 2024 By Sunburst Software Solutions, Inc. 32 downloads

The CAPS "With Unit Description Exhibit A - Schedule of Work form includes a special column used to display units (cubic feet, cubic yards, tons, etc.). To use this form you'll need to to some additional setup in QuickBooks, which is all explained in this video.

Duration - 3 minutes

video How to Backup Your CAPS Data Popular

Published on 06 March 2012 Modified on 22 July 2019 By Sunburst Software Solutions, Inc. 8393 downloads

The information that you enter into CAPS is not backed up when you back up your QuickBooks file and it requires it's own backup.

In less than 5 minutes we will walk you through the 4 steps that are necessary to set up the initial CPS backup routine, after that CAPS will automatically back up your data every time you exit the program.

This simple procedure for creating a backup can save you a ton of time and effort if your computer crashes, is compromised by a virus or if you need to move CAPS to a new computer. Without a backup, you'll need to set everything up from scratch.

video How to Create Retainage Draws in Construction Application for Payment Solution Popular

Published on 19 March 2012 Modified on 22 July 2019 By Sunburst Software Solutions, Inc. 8205 downloads

Retainage is often a contractors profit on a job, therefore, billing for it is important. With CAPS:

Retainage can be billed at various points throughout the project
Retainage can be included with the final draw on a project
OR a retainage bill can be created at any point after the project has been completed

This video will teach you how to setup and use all three Retainage billing methods.

video How to Display Retainage in Column I of the Continuation Sheet Popular

Published on 15 March 2012 Modified on 22 July 2019 By Sunburst Software Solutions, Inc. 7728 downloads

Retainage ONLY displays in Column I if the contract is a Variable Rate contract, meaning that the retainage rate changes throughout the life of the contract:

10% until the project is 50% complete, then 5% on the balance
Different for specific phases of the work
Different on specific line items

Learn how to make retainage display as a percentage (10%) OR the dollar amount that represents 10% ($75.00), even on a contract that has a fixed or flat rate of retainage over the life of the contract.

video How to Network Construction Application for Payment Solution Popular

Published on 13 March 2012 Modified on 22 July 2019 By Sunburst Software Solutions, Inc. 8047 downloads

Networking is the desire for 2 or more people to share or work with the same data/information.

With QuickBooks, you share a single data file (the .QBW file) between your computers. With CAPS you share a common folder.

Learn (and see for yourself in less than 7 1/2 minutes) how easy it really is to network the CAPS data folder.

Note: Written instructions are provided in the .pdf manual, printed manual and the in-program help, which is accessed from the CAPS Help menu -> Contents -> Search -> Networking.

video How to Restore Your CAPS Data Popular

Published on 07 March 2012 Modified on 22 July 2019 By Sunburst Software Solutions, Inc. 7772 downloads

Need to restore your Construction Application for Payment Solution (CPS) data, but aren't sure how to?

Maybe you aren't sure where your backups are located - learn how to use the "Search" function on your computer to locate your CAP Data *.zip file and restore it.

Restoring a backup is going to save you a ton of time if your computer crashed, was compromised by a virus or you are simply moving to a new computer. Without having a backup to restore, you'll need to set everything up from scratch.