Description
When you work in the trades, QuickBooks can be daunting. In this class specific to construction and other service-related businesses, we’ll cover Estimates, Progress Billing, Change Orders, taking Deposits, receiving partial Payments, and Job Costing.
Instructional Level
Beginner to Intermediate
- Completed our Intro to QuickBooks class, webinar, or video
- or Experience using your company’s QuickBooks
- or Bookkeeping or Accounting experience
Who should take this class?
- Business owners
- Employees in charge of the company QuickBooks
- Job seekers who want to learn QuickBooks
- Bookkeepers and Accountants who want to brush up on their QB skills
What You’ll Learn
- When to create Customer sub-jobs
- Creating Estimates for bids
- Converting Estimates into Invoices
- Closing Estimates if you don’t get the job
- Taking Deposits on work to be performed
- Tracking Change Orders
- Tracking Progress Billing (how much of the work has been done and how much remains)
- Taking partial Payments
- Writing off Invoices
- How to analyze Job Costing using Reports
Attend in Person, via Webinar, or Watch Later
If you are planning to attend our class in person, choose Live @ The Vancouver Chamber of Commerce.
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.