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Live Classes and Webinars

Projects, Progress Invoicing, Job Costing Class


Course
Alicia Pollock

Sat., 10/12/19 @ 9am-12pm PST. QuickBooks Online’s Projects Center has new tools for construction and project management bookkeeping, including Estimates, Progress Invoicing, and Job Costing

Class Description

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 Invoicing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing.

 

QuickBooks Online’s new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion,and at-a-glance profitability reports.

 

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?

  • 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, and 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
  • 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

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Saturday, October 12, 9am to 12pm Wednesday PST. Click the links below for instructions.

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 Contractors and Project-based Services

In this class specific to construction and other service-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
The Project Center and Progress Invoicing
Customer Deposits
Job Costing Your Labor and Expenses
Budgets and Reporting

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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