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QBO Videos

Projects, Progress Invoicing, Job Costing


Course
Alicia Pollock

When you work in the trades, QuickBooks® can be daunting. In this class specific to construction and project-based jobs, we’ll cover Estimates, Progress Billing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing.

Instructional Level

Beginner through Advanced 

Course Length

3 hours 

Course Credits

3 CPE, Certificate of Completion

Requirements 

  • Our "QBO® Fundamentals" course, or
  • Prior experience with QuickBooks® Online.

 

Who should take this class?

  • Contractors
  • Project-based businesses who work in the field
  • Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed
  • Businesses owners who want to determine which services and customers make the most profit
  • Bookkeepers and Accountants who wish to brush up on their skills

 

What You’ll Learn

  • Projects Center
  • Creating estimates
  • Closing estimates
  • Converting estimates to invoices
  • How to track change orders
  • Doing progress invoicing
  • Taking deposits
  • Taking partial payments
  • Issuing customer statements
  • Making bank deposits
  • Making time and materials expenses billable to customers
  • Creating Journal Entries for payroll and expense job costing (and class costing)
  • Creating $0 Paychecks for Owner's time
  • Running job costing reports

Here is the course outline:

1. Where to take the class

Thursday, June 27, from 2-5pm PT. Are you attending by webinar or in person? Be ready to go about 10 minutes before the start of the class.

Please let us know how you will be attending!
Connect to the Zoom webinar
Attend in Person

2. Download the Handout

Download the handout that goes with the course.

Download the handout here

3. QBO for Projects and Job Costing

In this class specific to construction and other project-related businesses, we’ll cover Projects, Estimates, Progress Invoicing, Change Orders, taking Deposits, receiving partial Payments, and Job Costing.

Setting up QBO for Job Costing
Exploring the Project Center
Estimates, Progress Invoicing, and Receiving Payments
Customer Deposits
Job Costing Your Labor and Expenses
Journal Entries, Classes, and Reports
Budgeting

4. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Projects and Job Costing Quiz Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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