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Advanced LevelQuickBooks Desktop
QuickBooks Desktop for Construction
Explore QuickBooks for the construction industry with this course. A must-have for construction and contractors! If you’re new, take QuickBooks for Beginners first.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Introduction
✓Meet Your Instructor: Alanna
✓Contractor Features
✓Contractor Sample File
Setup Issues
✓Set Up Issues
✓Should I Start Over?
✓Remove Transactions
✓Start a New File
✓Create Company File
✓Advanced Setup – Intro
✓Advanced Setup – Company Information
✓Advanced Setup – Industry and Password
✓Advanced Setup – Sales Tax and Customer Transactions
✓Advanced Setup – Vendor and Employee Transactions
✓Advanced Setup – Start Date Intro
✓Item List – Contractor Edition
✓Advanced Setup – Start Date & Accounts
✓Complete Lists
✓Opening Balances – Intro
✓Opening Balances – Journal Entry
✓Special Accounts – Bank
✓Special Accounts – Accounts Receivable Intro
✓Special Accounts – Accounts Receivable Accrual
✓Special Accounts – Accounts Receivable Cash
✓Special Accounts – Accounts Payable
✓Special Accounts – Credit Cards
✓Special Accounts – Equity Intro
✓Special Accounts – Equity Continued
✓Enter Transaction History
Items
✓Items
✓Expenses vs. Items
✓Job Estimate vs. Actual – Intro
✓Job Estimate vs. Actual – Use Items for Job Cost
✓Item List Guidelines – Intro
✓Item List Guidelines – Track Construction Phases
✓Item List Guidelines – Special Accounts for Purchase Forms
✓Item List Guidelines – Level of Detail Considerations
✓Items for Sales – Intro
✓Catch All Items
✓Group Item – Why
✓Group Item – Add
✓Group Item – Use
✓Item Categories (QB Enterprise 2024 or Later)
Estimating
✓Estimating
✓Estimating Fixed Price Estimates – Intro
✓How to Estimate Fixed Priced Estimates
✓Progress Invoicing – Intro
✓Progress Invoicing – How To
✓Set Up Memorized Estimate
✓Use Memorized Estimate for a Customer
✓Estimate – Change Order
✓Method 1: Create Change Order from Original Estimate
✓Method 2: Create Second Estimate as Change Order
✓Method 2: Potential Problems
✓Method 3: Add Subtotal Items on Original Estimate
✓Estimate – Draws
✓Invoice Draws
Sales-I
✓Sales-I
✓Customer: Job List – Introduction
✓Customer List on Reports
✓Customer List Setup
✓Job Setup
✓Job Status Reports
✓Billing Rate Levels – Intro
✓Billing Rate Level – Set Up on Service Items
✓Billing Rate Level – Auto Apply with Billing Employee
✓Billing Rate Level – View on Invoice
✓Invoicing Outside of QuickBooks – Intro
✓Troubleshoot/Remove Invoices from Print Later List
✓List Invoices – Center
✓Locate Missing Invoice
✓Batch Invoicing – Intro
✓Batch Invoicing – Customer Information Setup
✓Batch Invoicing – Create Customer Billing Group
✓Batch Invoicing – Choose Items and Create Invoices
✓Multi-Customer Email Selection (QB 2022 or Later)
✓Multiple Accounts Receivable Accounts
✓Aging Errors
Sales-II
✓Sales-II
✓Introduction to Customer Deposits
✓Create Customer Down Payment as Credit
✓Create Invoice and Apply Customer Down Payment
✓Year End Journal Entry for Unapplied Customer Deposits
✓Customer Deposit Method 2 – Intro to Down Payments Liability
✓Create Customer Deposits Liability Account
✓Create Other Charge Account for Deposit Item
✓Create Invoice and Apply Deposit Item
✓Receive Payment and View Customer Balance
✓Create Final Invoice and Apply Customer Deposit
✓Set up Customer Prepayments (QB Enterprise 2024 or Later)
✓Use Customer Prepayments (QB Enterprise 2024 or Later)
✓Introduction to Retainage
✓Withhold Retainage
✓View Customer Balance in Retainage Receivable Account
✓Run Customer Balance Detail Report to Find Retainage Balance
✓Intro to Retainage Bill
✓Enter Retainage Bill
Sales-III
✓Sales-III
✓Write off Bad Debt – Intro
✓Write off Bad Debt with No Sales Tax
✓Write off Bad Debt with Sales Tax – Create Bad Debt Item
✓Write off Bad Debt with Sales Tax – Record Credit Memo
✓Write off Bad Debt with Sales Tax – Apply Credit Memo to Invoice
✓Under/Over Payments
✓Customer Underpayment
✓Customer Overpayment – Built In
✓Customer Overpayment – Refund Overpayment
✓Customer Overpayment – Retain Overpayment for Future Invoices
✓Intro to Transfer Customer Credits
✓QB 2019 or Later – Transfer Customer Credits between Jobs
✓QB 2018 or Earlier – Transfer Customer Credits – Create Clearing Account
✓QB 2018 or Earlier – Transfer Customer Credits – Remove Credit from Original Job
✓QB 2018 or Earlier – Transfer Customer Credits – Apply Credit to New Job
Purchases/Payables
✓Purchases/Payables
✓Work In Progress – Intro
✓Method 1: Intro
✓Method 1: Calculate Work in Progress
✓Method 1: Transfer Work In Progress with Journal Entry
✓Method 1: Transfer Affect on Financial Statements
✓Intro to Method 2
✓Method 2: Set Up Items for Asset Account(s)
✓Method 2: Modify Job Cost Report
✓Method 2: View Work in Progress Details on Report(s)
✓Method 2: Transfer Work in Progress to Cost of Goods Sold
✓Method 2: Close a Job
✓Intro to Vendor Deposit
✓Create Vendor Prepayments Asset Account
✓Make Deposit Payment to Vendor
✓Apply Deposit to Final Vendor Payment
✓Intro to Support Schedule
✓Reconcile Vendor Prepayments Account
✓Run and Customize Custom Transaction Detail Report
✓Tracking Liability Certificates for Contractors – Intro
✓Track Certificate Expiration with Vendor Custom Field (Non Contractor Edition)
✓Track Certificate Expiration (QuickBooks Contractor Edition Feature)
✓Online Bill Payment (QB 2022 or Later)
✓Bill Payment Stub (QB 2022 or Later)
✓Bill Automation – Upload and Mobile App (QB 2022 or Later)
Advanced Purchasing
✓Advanced Purchasing
✓Create Employee Purchase Liability Account
✓Create Zero Based Check to Record Purchase
✓Reimburse Employee/ Owner for Purchase
✓Intro to Paid Expenses
✓Create Prepaid Insurance Asset Account
✓Record Prepayment via Check
✓Record / Memorize Monthly Journal Entry to Expense Insurance
✓Intro to Vendor Refund
✓Deposit Vendor Refund
✓Apply Refund Against Vendors Credit
✓Record Vendor Refund without Prior Credit
✓Moving Balances from Accounts Receivable to Accounts Payable – Intro
✓Adding a Name on the Customer and Vendor List
✓Set Up Clearing Account
✓Deposit Customer Payment to Clearing Account
✓Clear Bill Payment Amount with Clearing Account
✓Intro to Void Prior Period Check
✓Void Simple Check
✓Intro to Void Non-Simple Check
✓Locate Non-Simple Check / View Transaction Journal Report
✓Create Reversing Journal Entry to Void Non-Simple Check
✓Intro to Committed Costs
✓Enter Committed Costs with Purchase Orders
✓Enter Committed Costs through Bills
Advanced Payroll
✓Advanced Payroll
✓Applying Benefits/ Tax to Job Cost – Intro
✓Turn on Class Tracking
✓Set Preference to Allocate Taxes/Benefits to Job/Class
✓Turn On Track Expenses by Job/Class
✓Intro to Job Cost Salary
✓Employee Setup Window
✓Enter Timesheet for Salaried Employee
✓Review Paycheck
✓Company / Employee Expenses – Intro
✓Method 1 – Use Liability Check to Combine Company and Employee Portion
✓Method 2 – Enter Check / Bill for Full Expensed Amount by Crediting Expense Account during Deduction
✓Method 3 – Enter Bill with Linked Payroll Item Expense Account
✓Intro to Workers Compensation
✓Payroll Item List Setup
✓Run Payroll Summary Report/ Enter Workers Comp Bill and Memorize
✓Workers Compensation with Enhanced Payroll – Intro
✓Workers Compensation Setup Wizard
✓Workers Compensation Preferences
✓Add/Edit Workers Compensation Code
✓View Workers Compensation Code on Paycheck
✓Intro to Employee Loans
✓Set Up Other Current Asset Account for Employee Loans
✓Issue Check as Employee Requested Loan
✓Create Loan Repayment Deduction as New Payroll Item
W-2s & 1099s
✓W-2s & 1099s
✓Forms Background
✓How to Generate W2s
✓W2 and W3 Form Interview
✓1099 Intro
✓Prepare to File 1099-NEC
✓File 1099-NEC
✓1099-MISC & Conclusion
Reports-Advanced
✓Reports-Advanced
✓Intro to Types of Reports
✓Types of Reports
✓QuickZoom
✓Intro to Custom Reports
✓Custom Summary Report
✓Custom Detail Report- Intro
✓How to A Create Custom Detail Report
✓Reports – Filters
✓Intro to Troubleshoot Filters
✓Troubleshoot Filters – Remove Filter
✓Troubleshoot Filters- Filters as Columns/Change Report Type
✓Reports – Display
✓Reports – Header/Fonts
✓Reports – Columns
✓Memorize Report
✓Manage Reports
✓Create Report Groups
✓Use Report Groups
✓Report Shortcuts
✓Schedule Reports Email – Setup and Choose Reports
✓Schedule Reports Email – Set Schedule and Compose
Reports-Expert
✓Reports-Expert
✓Report Considerations – Consider End Goal
✓Report Considerations – Report Categories Explained
✓Special Fields (SF) – Intro
✓Special Fields – Classes
✓Special Fields- Customer Type
✓Special Fields – Job Type
✓Special Fields – Customers – I
✓Special Fields – Customers – II
✓Special Fields – Vendor Type
✓Special Fields – Vendors
✓Special Fields – Items
✓Special Fields – Enter Custom Field
✓Excel – Reporting Introduction
✓Excel – Export Report
✓Excel – Limitations
✓Excel – Limitations Workaround
✓Excel – Filters
✓Excel – Graphs
✓Excel – Multiple QuickBooks Files
✓How to Combine Multiple Reports Together
✓Review Combined Financial Statements in Excel
Reports-Job
✓Reports-Job
✓Gross Margin By Job – Intro
✓View Gross Profit Margin on Profit+Loss
✓View Closed Job Gross Profit Margin Detail
✓Profitability
✓Job Profitability Detail
✓Estimate vs. Actual
✓Profit Margins
✓Unpaid Bills/Job – Introduction
✓Unpaid Bills/Job – Contractor Edition
✓Unpaid Bills/Job – Other Editions
✓Contractor Reports
✓Job Costing Center
✓Report-Job Cost by Vendor
✓Report – Unassigned Expenses
✓Report – Time Tracking
✓Report – Open Purchase Orders by Vendor
✓Report – Vendor List
✓Job Costing Reports
✓Payroll Union Benefits
Customize QuickBooks
✓Customize QuickBooks
✓Preferences – Intro
✓Preferences – Access Steps and Explanation
✓Preferences – Remove or Add Icons / Change Color Scheme
✓Preferences – Change Default Accounts
✓Preferences – Start with Payee
✓Icon Bar – View and Hide, Colored Icons
✓Icon Bar – Add Icon from Presets / Delete Icon
✓Icon Bar – Add Favorite Reports
✓Icon Bar-Customize-IV
✓Account Numbers
✓Classes – Introduction
✓Classes – Enable & Add
✓Profit & Loss By Class
✓Balance Sheet by Class
✓Classes – Use
✓Mileage Tracking (QB 2023 or Later)
File Utilities
✓File Utilities
✓Backup – Auto/Schedule
✓Condense Data – Why
✓Condense Data – How
✓Steps to Improve Performance in QuickBooks
✓Steps to Improve Performance in Windows
✓Corrupt Data Files – Intro
✓Corrupt Data Files
✓Verify/Rebuild File
Import/Export
✓Import/Export
✓Import / Export QuickBooks Files
✓Lists – Export
✓Lists – Import
✓Form Templates – Export
✓Form Templates – Import
✓Reports – Export
✓Reports – Import
✓Other Programs – Import / Export
✓Other Programs – Export
✓Intro to Integrated Applications
✓App Center
✓Manage Apps
✓Intro to Import Excel List
✓Add Multiple List Entries Process
✓Edit Multiple List Entries Process
✓Intro to Import Excel List
✓Import Chart of Accounts From Excel
✓Create List Mappings
✓Setup Import Preferences and Finish Import
Work With Accountants
✓Work With Accountants
✓Intro to Journal Entries
✓Journal Entry Rule- Name Specification
✓Journal Entry Rule- Accounts Receivable / Accounts Payable Account Limitations
✓Journal Entry Rule- Accounts Receivable / Accounts Payable Account Applications
✓Journal Entry Rules – 1099s/Affect on Customer Statements and Reports
✓Reversing Journal Entry
✓Year-End Procedures
✓Set Closing Date
✓Get Information to Accountant
✓Intro to Accountants Copy
✓Accountants Copy – Create and Send
✓Accountants Copy – Open as Accountant
✓Accountants Copy – Edit Transaction(s) as Accountant
✓Accountants Copy – Save and Create Changed File as Accountant
✓Accountants Copy – Import Accountants Changed File
✓Receive General Journal Entries
✓Condense Data – Why
✓Condense Data – How
✓Year-End Closing Entry
✓Intro to Closing Entry
✓Closing Entry-Why
✓Change Name of Retained Earnings Account
✓Create New Retained Earnings Account
✓Transfer Net Income
Miscellaneous Topics
✓Miscellaneous Topics
✓Office Procedures – Goal Setting
✓Office Procedures – Create Routine/Procedures
✓Close Spec Home – Intro
✓Close Spec Home – Create Items
✓Close Spec Home – Calculate Work in Progress
✓Create Sales Receipt to Transfer Funds into Closing account and WIP into COGS
✓Record Loan Payback in Closing Account Register
✓Record Closing Costs with Check Transaction(s)
✓Record Deposit Check into QuickBooks
✓Class Conclusion