Mastering QuickBooks for Construction

Mastering QuickBooks for Construction

$ 449.99

Accounting for the construction industry is challenging. Not anymore! Learn to use QuickBooks to meet your unique needs. A must-have for construction and contractors! If you’re brand new to QuickBooks we recommend you also do the Mastering QuickBooks Level 1 class.

  • Comprehensive training.

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Accounting for contractors is DIFFERENT

Even experienced QuickBooks users struggle to record contractor specific transactions and run the right reports.

Learn the tricks that make QuickBooks work for you.

Customize QuickBooks to work for you with insider tips and tricks from QuickBooks experts in the construction industry. If you’re new to QuickBooks we recommend starting with Mastering QuickBooks Level 1.

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Please note: This class requires a solid foundation in QuickBooks. If you're not an experienced QuickBooks user, we recommend you attend the Mastering QuickBooks Level 1 class first.

What You'll Learn

  1. Getting Started with QuickBooks
    • Creating a new data file
    • Setting up customers and jobs
    • Completing setup: opening balances, completing lists, special accounts, opening balance equity, and payroll setup
    • 2 methods for entering transaction history
    • Checking the setup: is it right?
  2. Job Costing
    • Understanding items: the core of your job cost tracking
    • Guidelines for getting job cost information from QuickBooks
    • Setting up items for accurate job costing
    • Tracking committed costs
    • Job costing payroll wages, benefits, and taxes
    • Allocating owner and partner time to a job
    • Running job profitability reports
    • Tracking your company's gross margin on jobs
    • Using the Job Costing Center
    • Running job status reports
    • 2 methods for tracking Work-in-Progress
  3. Estimating and Invoicing
    • Estimating jobs in QuickBooks
    • Estimating fixed priced job
    • Memorizing estimates (how and why)
    • Progress invoicing against estimates
    • 3 methods to enter and automate change orders
    • Batch invoicing
    • Invoicing construction draws
    • Using billing rate levels
  4. Sales Transactions, Tricks, and Workarounds
    • Entering statement charges
    • Working with multiple accounts receivable accounts
    • Finding and fixing typical errors in accounts receivable
    • 2 methods for handling customer deposits
    • Retainage
    • Managing collections
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Tracking cost and sales of spec homes
  5. Purchase Transactions, Tricks, and Workarounds
    • Vendor deposits
    • Preparing 1099s at year-end
    • Tracking liability certificates
    • Entering employee and owner purchases
    • Prepaid expenses
    • Vendor refunds
    • Barter transactions
    • Voiding prior period checks
    • Automating purchase orders for jobs
  6. Payroll Transactions, Tricks, and Workarounds
    • Allocating benefits/taxes to jobs
    • Job costing salaried employees
    • Using payroll effectively for job costing
    • Handling special payroll deductions and payments
    • Tracking employee loans
    • Setting up and tracking workers compensation insurance
    • Allocating owner's cost to jobs when they don't receive a paycheck
  1. Mastering QuickBooks Reporting
    • Advanced report customization
    • Report types in QuickBooks: what you really need to know!
    • Importing and exporting reports
    • Using special fields to improve reports
    • Troubleshooting reports filters
    • Memorizing reports and creating report groups
    • Adding reports to the iconbar
    • Powerful techniques for modifying reports in Excel
    • Generating custom summary and transaction reports
    • Graphing QuickBooks data in Excel
    • Budgets and forecasts
    • Combining financial statements
    • Extending the QuickBooks database
    • Using advanced fields for reports (customer type, vendor type, job type, custom fields, and more)
  2. Reports for Job Cost
    • Gross margin reports on open and closed jobs
    • Estimate vs. actual reports
    • Running unpaid/paid bills reports for jobs
    • Job cost by Vendor reports
    • Time tracking reports
    • More job cost reports!
  3. Customizing QuickBooks (make QuickBooks REALLY work for you!)
    • Modifying important preferences
    • Customizing your home page
    • Modifying the iconbar
    • Creating and using custom fields
    • Using account numbers
    • Using classes (for departments, locations, etc.)
  4. Unlocking the Power of QuickBooks
    • Deleting and archiving old transactions in your file
    • Remote access (to access your company file through the internet)
    • Automating backups
    • Tricks to make QuickBooks run faster and more efficiently
    • Corrupt data files: how, why, and what to do.
    • Verify and rebuild company files
  5. Importing and Exporting
    • Exchanging data between QuickBooks files
    • Importing and exporting lists
    • Importing and exporting customized forms
    • Using reports with multiple company files
    • Exchanging data between QuickBooks and other programs
    • Working with integrated applications
    • Using special Excel import feature
  6. Secrets Your Accountant Should Know
    • Common mistakes and their fixes
    • Closing the books
    • Getting information to and from your accountant
    • Finding changes made to closed periods
    • Understanding and using retained earnings
    • Discovering quirks of QuickBooks journal entries
    • Using reversing journal entries
    • Understanding year-end procedures
    • Using the Audit Trail and other reports to find errors
    • Cash basis financial statements (what is QuickBooks doing?)
    • Special reports for your accountant
    • What you REALLY need to know to become an advanced user!
    • Little known power features in all areas of QuickBooks

This course is perfectly suited for:

  • Novice or intermediate users of QuickBooks who want to learn about industry specific solutions
  • Contractor bookkeeper
  • Construction company office manager 
  • Anyone who wants to discover the powerful job costing and estimating features in QuickBooks

Do I need a CD or DVD player?

Yes! The course is available on either CD or DVD. If your computer has a DVD drive, we recommend the DVD version (most do). The content is identical whether your order the CD or DVD.

Do I need speakers or headphones?

This is not a "text based" course. You'll need speakers or headphones to listen to the training. 

Do you offer a money back guarantee on your CD/DVD training?

Absolutely! If you are not completely satisfied with the training, return it to us within 30 days from the shipping date, and you will receive a full refund (minus shipping and handling charges). We stand behind our products. No hassle. No question.

Does the course play on a regular DVD player (like with a television)?

No. You’ll need a PC with a CD or DVD player.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!

Are the training courses hands-on?

Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.

You offer products on CD and DVD. Which one should I choose?

The courses are identical whether you choose CD or DVD. The choice depends upon whether your computer has a DVD drive (most computers sold these days have a DVD drive). If your computer has a DVD drive, select the DVD version. The full course will fit on one DVD. If your computer has only a CD drive, choose the CD version. This means you'll need to switch CD's as you progress through the course.

Are the training courses easy to install?

Yes. Just place the CD or DVD into your computer's drive and the training software does the rest!

Do I need QuickBooks software on my computer to view the training?

No. Our special training interface installs all the software you need on any computer.

Can I put this training on my network or hard drive instead of using a DVD or CD?

This is not currently an option.

Can I copy the training for other persons in the office?

The training is copyrighted and it is illegal to make copies. You may purchase additional discounted copies by calling our office at 800-564-2688.

I have a Mac. Can I use your QuickBooks training courses?

Most of our QuickBooks training courses run on the PC. However, we do have one course that runs on the Mac titled Learning QuickBooks Mac.

Do you offer discounts on the CD/DVD classes?

Yes. If you register for a live class, you receive discounts on the CD/DVD classes. Just call 800-564-2688 and ask a training advisor about your discount. Click here to learn about live training.

I just placed an order for a CD/DVD class. When will I receive the discs?

You will receive your training in 5 to 7 business days. If you need it more quickly, please call our office at 800-546-2688.

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