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Beginner LevelQuickBooks Online
QuickBooks 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
Overview
✓Meet Your Instructor
✓History-Reason for QuickBooks
✓Software Versions
Setup Issues
✓Setup Issues
✓Should I Start Over?
✓Purge Company
✓Create a New Account with the Same Email
✓Sign up for Your Software
✓New Company File Best Practices
✓Import Company Information Intro
✓Import from QuickBooks Desktop
✓Import Data from Excel
✓Import Chart of Accounts
✓Import Customers
✓Import Vendors
✓Import Products and Services
✓Opening Balances: Intro
✓Enter Account Opening Balances
✓Enter Customer Opening Balances
✓Enter Vendor Opening Balances
✓Enter Inventory Opening Balances
✓Enter Transaction History
✓Connect to Online Banking
✓Download Transaction History
✓Use the QBO Desktop App
✓Sign up for the QBO Desktop App
Customizing
✓Customizing
✓Account and Settings: Intro
✓Company Settings
✓Sales Settings
✓Bills and Expense Settings
✓Advanced Settings
✓Customer Type: Intro
✓Set Up and Assign Customer Type
✓Run Customer Type Reports
✓Classes: Intro
✓Turn on and set up Classes
✓Record Class on a Transaction
✓Class Reports
✓Locations: Intro
✓Turn on and Set Up Locations
✓Record Location on a Transaction
✓Location Reports
✓Custom Fields: Intro
✓Set up a Custom Field (QBO Plus)
✓QBO Advanced: Set up and use Custom Fields for a Customer
✓QBO Advanced: Set up and use Custom Fields for a Vendor
✓QBO Advanced: Set up and use Custom Fields for Transactions
✓QBO Advanced: Report Options for Custom Fields
Project Management
✓Software View
✓Projects and Job Costing
✓Intro to Projects
✓Custom Fields for Projects
✓Set Up Projects
✓Projects Center
✓Project Invoicing Methods
✓Estimate to Invoice Method: Project Estimate
✓Estimate to Invoice Method: Change Order
✓Estimate to Invoice Method: Time
✓Estimate to Invoice Method: Material Costs
✓Estimate to Invoice Method: Labor Costs
✓Estimate to Invoice Method: Invoice
✓Estimate to Invoice Method: Reports
✓Billables to Invoice Method: Project Estimate
✓Billables to Invoice Method: Time
✓Billables to Invoice Method: Material Costs
✓Billables to Invoice Method: Labor Costs
✓Billables to Invoice Method: Invoice
✓Billables to Invoice Method: Reports
✓Direct to Invoice Method
✓Direct to Invoice Method: Time
✓Direct to Invoice Method: Material Costs
✓Direct to Invoice Method: Labor Costs
✓Direct to Invoice Method: Invoice
Estimating
✓Estimating
✓Fixed Price Job: Intro
✓What are Estimates?
✓Record and Send an Estimate
✓Create an Invoice from an Estimate
✓Create Multiple Invoices from an Estimate
✓Track Estimates
✓Estimated Cost vs. Actual Cost: Intro
✓Create a Budget for a Customer or Project
✓Estimate vs. Actuals Report
✓Estimate as a Recurring Transaction
✓Change Order: Intro
✓Record a Change Order
✓Draws on Estimates and Invoices
Sales Related Workflows
✓Sales Related Workflows
✓Bundle Items: Intro
✓Set Up a Bundle Item
✓Use a Bundle Item
✓Prepayments from Customers
✓Record a Customer Prepayments
✓Apply a Customer Prepayments
✓Reconcile Customer Prepayments
✓Track Customer Prepayments
✓Billable Costs: Intro
✓Record a Billable Cost
✓Unbilled Time and Expenses Reports
✓Invoice a Customer for a Billable Cost
✓Bad Debt: Intro
✓Write Off Bad Debt Without Sales Tax
✓Write Off Bad Debt With Sales Tax
✓NSF/Bounced Customer Payments: Intro
✓Record Bounced Check
✓Reinvoice Customer for Bounced Check
✓Retainage: Intro
✓Withhold Retainage
✓Invoice Retainage and Customer Balances
Sales Troubleshooting
✓Sales Troubleshooting
✓Customer Under/Over Payments: Intro
✓Customer Underpayment
✓Customer Overpayment
✓Transfer Customer Credit to Vendor
✓A/R and Invoice Troubleshooting
✓Apply Invoice Payment from Deposit
✓Apply Invoice Payment from Payment
✓Undeposited Funds Problems
✓Apply Payments to Existing Deposit
✓Group Multiple Payments Into Deposit
Purchasing
✓Purchasing
✓Recategorize Multiple Expenses/Checks
✓Fixed Asset: Intro
✓Enter a Fixed Asset You Already Own
✓Record the Purchase of a New Fixed Asset
✓Loans: Intro
✓Enter a Loan from a Previous Year
✓Record a Loan to your Bank Account
✓Record a Mortgage Loan for Purchase
✓Pay Off a Loan
✓Lines of Credit: Intro
✓Receive Money from a Line of Credit
✓Pay Off a Line of Credit
✓Charitable Donations: Intro
✓Monetary Charitable Donations
✓Bill Payment Errors
✓Apply Existing Check/Expense to Bill
✓Close Paid Bill in QuickBooks
✓Petty Cash: Intro
✓Deposit Money to Petty Cash
✓Spend Money from Petty Cash
✓Reconcile Petty Cash
Advanced Purchases
✓Advanced Purchases
✓Employee and Owner Purchases: Intro
✓Set up Owner Equity Accounts
✓Owner Purchases
✓Owner Reimbursement
✓Owner Deposits to Company Bank Accounts
✓Owner Withdrawal from Company Bank Account
✓Employee Reimbursement
✓Employee Use of Business Funds
✓Prepaid Expenses: Intro
✓Record Prepaid Expense
✓Distribute a Prepaid Expense
✓Vendor Deposits: Intro
✓Record a Deposit with a Vendor
✓Use a Deposit with a Vendor
✓Match Vendor Deposits to Payments
✓Track Vendor Deposit Balance
✓Record Installment Purchases: Intro
✓Record Installment Purchases
✓Refunds from a Vendor: Intro
✓Record a Vendor Refund
✓Record the Refund of a Vendor Credit
✓Transfer Vendor Balance to a Customer
✓Void Prior Year Checks: Intro
✓Void Prior Year Checks: Journal Entries
Payroll
✓Payroll
✓Employee Loans and Advances: Intro
✓Record the Loan to an Employee
✓Set Up a Loan Deduction
✓Deduct Loan Repayment from an Employee
✓Payroll Journal Entries: Intro
✓Payroll Journal Entries: Enter
W-2s & 1099s
✓W-2s & 1099s
✓Forms Background
✓What you need for W2s
✓W2 and W3 Form
✓1099 Intro
✓Deluxe 1099s
✓Prepare 1099s
✓Non-reportable Payments
✓Preview 1099s
✓File & Complete 1099s
Reports
✓Reports
✓Budgets: Intro
✓Create a Budget for the Company
✓Budget vs. Actuals Report
✓QBO Advanced: Import Budgets from Excel
✓Intro to Excel and Sheets
✓Track Commissions on Excel Spreadsheet
✓Management Reports: Intro
✓Run and Edit a Management Report
Utilities
✓Utilities
✓Remove All Billable Time and Costs
✓Export Company
✓Import Information from Other QBO Company
✓Purge Company
Accountants
✓Accountants
✓Journal Entry Rules
✓Reversing a Journal Entry
✓Year-End Procedures
✓Closing Entries
✓Reset Equity at the Beginning of a Year
✓Invite Accountant
✓QBO Accountant: Intro
✓QBO Accountant: Client Dashboard
✓QBO Accountant: Undo a Reconciliation
✓QBO Accountant: Reclassify Transactions
Multicurrency
✓Multicurrency
✓Multicurrency: Intro
✓Set Up Foreign Currency Bank Account
✓Foreign Currency Vendor and Bills
✓Pay Foreign Currency Vendor and Bills
✓Foreign Currency Customer and Invoices
✓Receive Payment from Foreign Currency Customer
Spec Home and Office Procedures
✓Spec Home and Office Procedures
✓Office Procedures-Roles and Goals
✓Office Procedures-Design a System
✓Close Spec Home-Intro
✓Close Spec Home-Set up
✓Close Spec Home-Find Work in Progress
✓Close Spec Home-Sale of the Home
✓Close Spec Home-Closing Costs and Loan
✓Close Spec Home-Final Reports
✓Rate this course