| 1 |
QB - 04.00 What are "Masters" or Master Tables?
Masters is a word we use to describe the records your organization uses to… |
| 2 |
QB - 04.01 Finding and Replacing In-Use Records So You Can Delete a Master Record
Most Master Records cannot be deleted if they are in use. "In Use" means the… |
| 3 |
QB - 04.02 Masters: Contacts (Who or What are Contacts?)
Contacts include your company, subcontractors, Architects, engineers, clients,… |
| 4 |
QB - 04.02.01 Masters: Contact Types
Contact Types help you organize your Contacts by logically grouping like contacts… |
| 5 |
QB - 04.02.02 Adding a Contact (aka Company)
As we discussed in previous articles, Contacts are any person or business involved… |
| 6 |
QB - 04.02.03 Company Contacts (Contacts of a Contact)
Most Contacts (aka Companies) include some sub-set of Company Contacts. Those… |
| 7 |
QB - 04.02.04 Importing Your Own List of Contacts
Adding one or two contacts into the Masters using, as documented previously,… |
| 8 |
QB - 04.02.05 Downloading Suppliers by State
You can download a list of area-specific Suppliers (Suppliers are any Contact… |
| 9 |
QB - 04.03 Masters: Items List
Items are the building blocks of your estimate and can represent Material Costs… |
| 10 |
QB - 04.03.01 Items List: Searching and Filtering
Most databases contain hundreds of even thousands of Items so it is important… |
| 11 |
QB - 04.03.02 Items List: Controls and Context Menu
Control Buttons At the bottom of the Items List dialog box are buttons that… |
| 12 |
QB - 04.03.03 Items List: Column Selector
You can show/hide Columns in the Items List to show just what you need to see.… |
| 13 |
QB - 04.03.04 Items List: Color Coding and Chain Indicator
The Master Item List is color-coded so you can identify Items sized by Styles… |
| 14 |
QB - 04.04 Masters: Item Types (Used for Grouping Like Items Together)
Item Types are basic categories for Items, used to filter and group Items in… |
| 15 |
QB - 04.05 Masters: Manufacturers
Including a Manufacturer in an Item setup can help you keep track of material… |
| 16 |
QB - 04.06 Masters: Containers
Containers refer to the usual manner in which a Material is ordered. For example,… |
| 17 |
QB - 04.07 Masters: Divisions & Sections (Work Breakdown Structure)
Divisions and Sections designations are taken from MasterFormat™ as published… |
| 18 |
QB - 04.08 Masters: Cost Codes and Account Codes
Cost Codes Cost Codes are used to track and account for Material and Labor… |
| 19 |
QB - 04.09 Masters: Payroll Classes
Payroll Classes are groups of laborers who perform a fundamentally similar… |
| 20 |
QB - 04.09.01 How to Tell the Difference between a Master and Bid-Level Payroll Class Record
When you use a Payroll Class in a bid, a copy of that Payroll Class is made… |
