Welcome to CI Resource ... an extensive library of 'how to' documents for CI                                              

Choose from the following hosted documents on our member approved dropbox share; click on the document to download.


CEDIA HANDOUT: How Business Intelligence Can Help My Business

Resource: bi4ci Chart of Accounts

Resource: Protocol for Creating Items in QB

Resource: Profit & Margin Planner Worksheet

5 Essentials Reports For Project MGMT in QuickBooks

Webinar Handout: Building Your Plan

Webinar Handout: Project MGMT in QB

Webinar Handout: Working Capital

Webinar Handout: Compensation

Webinar Handout: Inventory & Revenue Recognition

Webinar Handout: Labor Productivity

Webinar Handout: Profit On Purpose

Resource: Creating Your Pipeline Report In QuickBooks

Resource: 2018 Budget Planning Tool

Resource: Open Balance By Job Report (Production Pipeline)

Resource: How To Create JOB Estimates in QB

Resource: How To Create Requests For Payments in QB

Resource: Payroll Items Mapping

Resource: VITAL Standardized Product Categories

Resource: CASH & Client Deposits Customer RFP Statement July 20, 2017

Resource: CASH & Client Deposits Creating an RFP Report July 20, 2017 

Resource: CASH & Client Deposits Creating RFP's July 20, 2017

Recording: 1st Friday: Managing Compensation February 1, 2019

Recording 3rd Thursday: Building A Financial Plan January 18, 2018

Recording: 3rd Thursday: Project MGMT Using QB Oct. 20,2017

Recording: 1st Friday: Working Capital/Balance Sheet Oct.6, 2017

Recording: 3rd Thursday: Compensation September 21,2017

Recording: 1st Friday: bi4ci Labor Productivity July 7, 2017

Recording: 3rd Thursday: Rev Recognition/Progress Invoicing

Recording: 1st Friday: Inventory & Revenue Recognition

Recording: 1st Friday: Profit On Purpose

Video Resource: VITAL Project Admin Process

How to administer multi-payment bills

How to create a Jobs Complete report in QB

How to create a Jobs Progress report in QB

How to create credits for referrals, builder commissions

How to create Equipment Items in QB

How to create Install Parts Items in QB

How to create Jobs Progress & Jobs Complete reports

How to do Change Orders in QB Pro

How to do Payroll Advances in QB

How to do Receiving Reports in QB

How to do Service Work Orders in WB

How to document Customer Returns

How to easily create PO's for large jobs

How to export Customer Balance Summary from QB to Excel

How to export Financial Reports from QB to Excel

How to export Custom Transaction Detail Report from QB to Excel

How to export Items & Accounts from QB to Excel

How to export Payroll Item Listing from QB to Excel

How to export Reports from QB to Excel

How to groom your QB item list - strategies & tasks

How to make changes to your Chart of Accounts

How to manage & reconcile Job Progress in QB

How to manage loans in QB using Loan Manager

How to order and receive goods in QB

How to post Vendor Rebates in QB

How to prepay Orders: How to pay at pick-up

How to prepay purchases in QB

How to reclassify AR credits balances as a liability

How to report on Customer Payments for a specific salesperson

How to run SALES E-COGS E Transaction Detail

How to set-up TLM Preferences in QB

How to set-up Unit of measure settings in QB

How to track defective items returned by customer

How to track demo inventory in QB

How to track Floor Plan invoices in QB

How to track labor over-billings in QB

How to track loaners in QB

How to track Van Stock in QB

How to transfer inventory COGS between classes

How to Write Off Bad AR

How to Write Off Bad Debt in AR

How to Write Payroll Checks in QB

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