QBO: For Progress Invoicing and Job Costing with Latest Updates

4.6 (102)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Monday, November 23, 2020 | 11:00 AM EDT

  • CPA Canada
  • CITP
  • CMA
  • CPA
  • Tax Preparer
  • CFE

3.5 Credits

$35

Subject Area

Accounting

Webinar Qualifies For

3.5 CPE credit of Accounting for all CPAs

3.5 CPD credit (Verifiable) for Canadian CPAs

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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 webinar is specific to construction and project-based jobs and will cover :

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

Recommended 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
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.6

(102)
61%
37%
1%
1%
0%

KS

I would definitely be going to recommend this course to my colleagues and tell them to use Quickbooks on a regular basis.

KZ

She gave a lot of Great Info With Quick Books and Scheduling And Progress Invoicing and How Many you can do at one time

VS

Thank you, Alicia. These Webinars are really good to improve Quickbook skills. I recommend them to anyone who is in the business field and using Quickbooks on a regular basis.

CD

Well organized and step by step explanation of the presentation. Thank you, Alicia. These Webinars are really good to improve Quickbook skills.

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.