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 the following Key Topics:
- Estimates
- Progress Invoicing
- Change orders
- Taking Deposits
- Receiving Partial Payments
- Billing for time and materials
- Job Costing
QuickBooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping the accounts and managing the finances. The app has many uses, only if you know how to use it, you will greatly benefit from it. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your Customized Reports in QuickBooks Desktop and mail them as well. In this webinar, we will show how to customize reports in QuickBooks Online Reports including:
- Profit and loss statement (P&L)
- Balance Sheet
- Accounts Payable
- Accounts Receivable
- Products
- Services
- Cash flow
The more you slice and dice your data, the better decisions you can make to help your business grow. We’ll help you customize the reports to pull the data your clients need, memorize the favorites for future use, and even email clients every month automatically!
It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use for rare business situations. In this special QuickBooks® Online class, we’ll look at everyday business transactions like Loans and Lines of Credit.
This online CPE webinar on Accounting will talk about more complex situations such as:
- How do you track Bartering to stay IRS-compliant?
- How do you book bounced checks, either your own or from a customer?
- What do you do when a daily credit card batch is negative?
- What are the options for when to take client deposits on work to be performed?
- How do you make corporate credit cards work?
This online CPE webinar will be most suitable for Business owners and employees hoping to gain deeper insight into the health of their business and also for Bookkeepers/Accountants who wish to brush up on their skills.
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