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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 COURSE RESOURCES IN BLUE from Sept. 6th 2017
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