QuickBooks Online for Contractors

Everything A Contractor Could Need When Using QuickBooks Online

Created by: Mark Smolen
Professor of Computerized Accounting

What Will I Learn?

• Everything In QuickBooks Online That Any Contractor Could Possible Need
• Choose What Type Of QuickBooks Online Account To Use
• Input The Specific Chart of Accounts That A Contractor Would Need In QuickBooks
• Navigate The QuickBooks Online Interface
• Set Up And Manage The QuickBooks Online Items List For Contractor Use
• Set The QuickBooks Online Account Settings And Options 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 Input In To The QuickBooks Online Account
• Determine Profit Or Loss By Job
• Bill Customers For Reimbursable Expenses
• Track Workers Time
• Bill Clients For Workers Timesheets And Time Slips
• Record Retention Withholdings and Bill For Retention Payments
• Cost Per Item Unit For Materials Used
• How To Bill For Retention And Record Retention Payments
• Anyone Who Needs To Make A Budget By Job And See Budget V.S. Actual Transactions
• How To Find Vendors Bills By Job Invoice And Find Job Invoice By Vendor's Bills
• Use Complex Items And Description Fields For Progress Invoicing Precision
• Use American Institute Of Architecht's Items List For Multi-Million-Dollar Contracts
• Use A.I.A. Billing In Conjunction With QuickBooks
• Anyone Who Needs To Make A Budget By Job And See Budget V.S. Actual Transactions

Requirements

• None

Target audience

• Contractors Using QuickBooks Online
• Anyone Who Needs To Master The QuickBooks Online Contractor Features
• Any "Physical" Contractor As Well As "Office Profesional" contractor Who May Need The Features Listed Here