QBO: For Progress Invoicing and Job Costing With Latest Updates

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Alternatives

2 mins
Define Products and Services

23 mins
The Projects Center

27 mins
Estimates

41 mins
Estimates on an iPad app

50 mins
Customer Deposits as a Liability

67 mins
Job Costing Using $0 Checks

92 mins

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 is specific to construction and project-based jobs and covers following Key Topics:

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 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 Management Accountant (CMA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Senior Accountant
Tax Accountant (Industry)
Young CPA

Course Qualification

Webinar Qualifies For

2 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
2 CPE Credit of Accounting & Auditing for Certified Management Accountants (CMA)
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
2 CPE Credit for Internal Audit Practitioner (IAP)
2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper
2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
2 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Alicia Pollock, MAT,ACN,MOS

Advisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

About Company

Royalwise Solutions

royalwise.com/

Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

Faq

FAQs content

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