QuickBooks For Contractors
What you'll learn
- Perform Every Related QuickBooks Task That A Contractor Company Would Need
- Manage Estimates, Change Orders And Progress Invoicing
- Input Job Costing Information In To Checks And Bills From Vendors
- Reimbursable Expenses
- Mark Checks And Bills As Billable
- Input And Manage Time Sheets, Time Slips And Mileage Documnets
- Calculate Salary Per Job (or by job)
Requirements
- Basic Computer Knowledge
- Uderstand What A Contractor Does
Description
This QuickBooks training course will show you every possible thing that QuickBooks can do for a contractor company. You will learn in QuickBooks how to:
Set up a QuickBooks Contractor file
Input The Specific Chart of Accounts That A Contractor Would Need In QuickBooks
Manage And Customize The Icon Bar
Set Up And Manage The QuickBooks Items List For Contractor Use
Set The QuickBooks Preferences For The Options And Settings That Contractors Need
Create Estimates From Contracts, Create Invoices From Estimates
Use "Progress Invoicing", To Track The Progress Of Jobs
Create And Manage Change Orders
Record Receiving Deposits From Customers / Clients
Find Everything Put In To The File
Determine Profit Or Loss By Job
Bill Customers For Reimbursable Expenses
Track Workers Time And Mileage By Job
Calculate Salary Expenses Per Job
Record Retention Withholdings and Bill For Retention Payments
Cost Per Item Unit For Materials Used
These features in QuickBooks can be used for any other type of company that needs to: Track time and mileage by job, allocate cost by job and use the percentage of completion method of progress invoicing.
This unique QuickBooks learning tutorial even includes videos for Contractor's 'retention" and shows how to account for and bill for retention at the end of a contract.
There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.
The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise Solutions.
I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!
-Mark
Who this course is for:
- Any Contractor who needs to keep her/his own records in QuickBooks
- Anyone who needs to know any contractor related features in QuickBooks
- Anyone who needs Percent of Completion Progress Invoicing for thier business
- Anyone who Subcontracts to people and tracks their time by job
- Any Contractor that bills clients for specific costs and lists those costs on their invoices
- Any Contractor who needs to track "Retention" from each invoice until the project is complete
Featured review
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Course content
- Preview04:07
- Preview07:15
- 07:43contractor preferences
- 13:03contractors icon bar
- 12:03contractors chart of accounts
- 05:51contractor items
- Preview07:12
- Preview06:32
- 04:18Customizing the transaction and event documents
- 08:08Create estimates
- 06:51Making Invoices from estimates
- 09:40Progress invoicing
- 09:58Receiving Payments from clients
- 11:17Advanced payments from clients
- 10:50Change orders
- 13:44Finding things in the contractor's file
Instructor
- 4.4 Instructor Rating
- 4,934 Reviews
- 27,733 Students
- 35 Courses
I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class.
I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed.
I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task
I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me.