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Advanced LevelQuickBooks Online
QuickBooks Job Costs & Projects
Understand QuickBooks job costs and projects. Learn to use projects, track expenses and income, and make the most of job costing reports in QuickBooks Online.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Introduction to Projects
✓Intro to Projects
✓Set Up a New Customer
✓Set Up Projects
✓Projects Center
✓Project Invoicing Methods
Estimate to Invoice Method
✓Estimates
✓What are Estimates?
✓Record and Send an Estimate
✓Create an Invoice from an Estimate
✓Create Multiple Invoices from an Estimate
✓Track Estimates
✓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
✓Billable Costs: Intro
✓Record a Billable Cost
✓Invoice a Customer for a Billable Cost
✓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
✓Direct to Invoice Method: Time
✓Direct to Invoice Method: Material Costs
✓Direct to Invoice Method: Labor Costs
✓Direct to Invoice Method: Invoice
✓Direct to Invoice Method: Reports
Advanced Transactions
✓Prepayments from Customers
✓Record a Customer Prepayment
✓Apply a Customer Prepayment
✓Reconcile Customer Prepayments
✓Track Customer Prepayments
✓Vendor Deposits: Intro
✓Record a Deposit with a Vendor
✓Use a Deposit with a Vendor
✓Match Vendor Deposits to Payments
✓Track Vendor Deposit Balance
Customizing
✓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
✓Intro to Dimensions
✓Add and Edit Dimensions
✓Record Transactions with Dimensions
✓Run Dimensions Reports
✓Custom Fields for Projects
✓Set up and use Custom Fields for a Customer
✓Set up and use Custom Fields for a Vendor
✓Set up and use Custom Fields for Transactions
✓Report Options for Custom Fields
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
✓Create a Budget for a Customer or Project
✓Forecasts
Time Tracking
✓Time Tracking
✓Time Preferences
✓Enter Single Time Entry
✓Enter Weekly Time Entry: Employee
✓Set up Contractor Time Tracking
✓Enter weekly Time Entry: Contractor
✓Account for Owner’s Time
✓Invoice for Billable Time
✓Time Reports
Close a Project & Conclusion
✓How to Close a Project
✓Rate this course