CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

QBO: For Progress Invoicing and Job Costing with Latest Updates

3.3 (3)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Wednesday, June 02, 2021 | 09:30 AM EDT

  • CPA (Canada)
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer

2 Credits

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Aug 03, 2021 | 09:30 AM EDT Register

Course Description

In years past, conventional wisdom said that QuickBooks® Desktop (QBDT) was better suited to construction, while QuickBooks® Online (QBO®) was best used for service-based businesses. While that used to be true, the latest enhancements to QBO have eliminated that distinction. The new Project Center and Labor Costing tools now mean that project-based businesses now have powerful job costing tools, a slick new interface providing an at-a-glance dashboard overview of the financial status of any customer job, and handy one-click reports. QuickBooks Online’s new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion, and at-a-glance profitability reports.

This CPE webinar for CPAs, CMAs, and Tax Professionals is specific to construction and project-based jobs and covers the following key topics:

  • Estimates
  • Progress Invoicing
  • Change orders
  • Taking Deposits
  • Receiving Partial Payments
  • Billing for time and materials
  • Job Costing 

This online CPE course will be very helpful for businesses who work in the field, Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit and also to Bookkeepers and Accountants who wish to brush up on their skills.

Learning Objectives

  • To recall the new features in QBO for projects.
  • To recognize how to create estimates in QBO for projects.
  • To recognize how to track change orders in QBO for projects.
  • To Identify how to do Progress invoicing in QBO for projects.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Certified Fraud Examiner
  • Certified Management Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Maryland Tax Preparers
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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IK

I would like to appreciate Alicia's step by step approach to explain the progress invoicing & job costing. Her explanation was enough to give us an idea of the subject matter.