Self-paced training
Mastering QuickBooks Desktop for Construction
What's included
What you'll learn
FAQ

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

Getting Started with QuickBooks
Creating a new data file
Setting up customers and jobs
Accounts: opening balances, special accounts, and opening balance equity
Completing setup: completing lists and payroll setup
Two methods for entering transaction history
Checking the setup
Job Costing
Understanding items: the core of 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 jobs
Running job profitability reports
Tracking company's gross margin on jobs
Using the Job Costing Center
Running job status reports
Two methods for tracking Work-in-Progress
Estimating and Invoicing
Estimating jobs in QuickBooks
Estimating fixed priced jobs
Memorizing estimates (how and why)
Progress invoicing against estimates
Three methods to enter and automate change orders
Batch invoicing
Invoicing construction draws
Using billing rate levels
Sales Transactions, Tricks, and Workarounds
Entering statement charges
Working with multiple accounts receivable accounts
Finding and fixing common errors in accounts receivable
Two 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
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
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 owners' cost to jobs when they don't receive a paycheck
Mastering QuickBooks Reporting
Advanced report customization
Report types in QuickBooks
Importing and exporting reports
Using special fields to improve reports
Troubleshooting report filters
Memorizing reports and creating report groups
Adding reports to the Icon Bar
Powerful techniques for modifying reports in Excel
Generating custom summary and transaction reports
Graphing QuickBooks data in Excel
Creating budgets and forecasts
Combining financial statements
Extending the QuickBooks database
Using advanced fields for reports (job type, custom fields, and more!)
Reports for Job Cost
Gross margin reports for open and closed jobs
Estimate vs. actual reports
Running unpaid/paid bills reports for jobs
Job Cost by Vendor reports
Time tracking reports
Even more job cost reports!
Customizing QuickBooks
Modifying important preferences
Customizing your home page
Modifying the Icon Bar
Creating and using custom fields
Using account numbers
Using classes (for departments, locations, etc.)
Unlocking the Power of QuickBooks
Deleting and archiving old transactions in your file
Remote access (accessing your company file through the internet)
Automating backups
Tricks to make QuickBooks run faster and more efficiently
Corrupt data files: how & why it happens, and what to do
Verify and rebuild company files
Importing and Exporting
Exchanging data between QuickBooks files
Importing and exporting lists
Importing and exporting customized forms
Creating reports from multiple company files
Exchanging data between QuickBooks and other programs
Working with integrated applications
Using the special Excel import feature
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 the 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
Special reports for your accountant
What you REALLY need to know to become an advanced user!
Little-known powerful features in all areas of QuickBooks
How does the OnDemand class work?
After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your username and password, and start learning!
Do you offer a money-back guarantee on your OnDemand training?
Absolutely! If you are not completely satisfied with the training, send us an email, or call us within 30 days, and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.