This video contains an introduction to the Construction Application for Payment Solution (CAPS) program.

It answers (and demonstrates) many of the common questions about:

• What does it do
• and, How does it work.

This video will walk you through:

• downloading the CAPS program from the Web Service Center
•  finding your license information
• and, granting CAPS permission to access your QuickBooks data file

NOTE:  Granting permissions requires that you be logged into QuickBooks in single-user mode as the QuickBooks Administrator - this is required by Intuit.  Once permissions have been granted, you can return QuickBooks to multi-user mode.

This video covers:

• Entering your CAPS license information (and where to find it)
• Granting CAPS permission to access your QuickBooks company data file.  An Intuit requirement that requires you to be in single-user mode and logged in as the QuickBooks Administrator.  Once permissions have been granted, QuickBooks can be placed back into multi-user mode.
• An overview of setting up your company preferences including:
  • Job Billing & printing defaults
  • Notary Information
  • Various other billing options
  • Form Printer Alignment for printing on AIA® original documents

While you may have used QuickBooks for a long time, please watch this review of your QuickBooks company file setup, and the information that CAPS "expects" to find there, in order to accurately generate your AIA BIllings.

Recommended for BOTH new and long time QuickBooks users.

This video covers:

• QuickBooks Preferences utilized
• QuickBooks Item List = cost codes
• Customers & Jobs
  • Information to add to your Job records
• QuickBooks Estimates = your Schedule of Values
• Creating Progress Invoices (you update & maintain your Accounts Receivable)
• Tracking Retainage
• Handling Change Orders

This video walks you through generating your AIA® or plain paper billings with the Construction Application for Payment Solution program.

It provides 3 very specific examples for creating your draws:

• First billing for a brand new job
• First billing for a brand new job with a Change Order that happens BEFORE you ever create billings
• How to pick up in the middle of billing for a job

Complete download and installation instructions in .pdf format. Updated to include the most common problems experienced by Windows 8.1, 8, 7 & Vista Users.

19 pages with LOTS of screenshots.  Updated 9/19/2014.