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Self-paced training
Mastering QuickBooks Desktop for Construction
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What you'll learnTopics
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 But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future.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.

Overview
Discover the features unique to the contractor version (and how they’ll apply to the rest of the course)
Open the contractor sample file
Setup Issues & Fixes
Should you start over?
Set up a new company in QuickBooks
Customize setup for your business step-by-step
Set your start date
Explore the Item List especially for contractors
Enter opening balances for your accounts
Set up Accounts Receivable, Accounts Payable, credit cards, loans, equity, and bank accounts
Complete Payroll Setup Interview
Enter transaction history
Edit beginning balances and start dates
Items
Compare purchases with expense accounts to inventory purchases
Explore limitations of inventory items
Set up items so they appear on Estimate vs. Actuals reports
Discover how to set up items for job costs and for sales
Use subitems to see items grouped by construction phase
Use group items to affect how items appear on sales and purchase forms
Learn the best practices for how to categorize items for construction projects
Estimating
Create Estimates for fixed price jobs
Generate invoices against estimates as you go
Lean how to enter change orders for estimates
Discover time saving tricks for creating estimates/quotes
Use estimates and invoices to record draws on a job
Sales Transactions, Tricks, & Workarounds
Optimize your customer list for reports
Set up jobs for the best job reports
Charge customers based on an employee’s billing rate
Learn how to record invoices when you use a third-party invoice system
Save time with batch invoicing
Find & fix errors with missing invoices and Accounts Receivable Aging
Manage multiple Accounts Receivable accounts
Record prepayments/downpayments/deposits from customers
Discover best practices for recording retainage
Write off old, unpaid invoices as Bad Debt
Record under- and overpayments from customers
Transfer customer credits between customers
Purchase Transactions, Tricks, & Workarounds
Discover best practices for recording and tracking Work in Progress
Run the best reports for Work in Progress
Enter prepayments/deposits paid to vendors
Create a report to track prepayments made to vendors
Generate 1099s (and 1096s) for contractors in QuickBooks
Use the built-in feature to track vendor’s liability certificates
Record purchases made with employee or owner’s personal funds
Accurately record and track prepaid expenses such as insurance
Enter a refund from a vendor
Apply an open customer balance to an open vendor balance
Void checks written in closed accounting periods (like a prior tax year)
Use bills to track committed costs
Automate purchase orders to save time
Payroll Transactions, Tricks, & Workarounds
Assign additional payroll costs such as benefits/tax expenses to a customer job
Assign an employee’s salary to specific customer jobs
Record payroll costs to which the company and employee both contribute
Set up and track a workers compensation policy
Record and track an employee loan and repayment
Track the owner’s time as costs
Advanced Reporting
Build reports from scratch
Filter reports to see just the information you need
Troubleshoot report filters
Learn advanced reporting tricks to get the most out of your reports
Discover report shortcuts to save you time
Schedule reports to send to others (or yourself) automatically
Develop insight into how Quickbooks builds reports
Utilize little-known, built-in data fields for powerful reports on customers, vendors, and items
Use Excel to boost your QuickBooks reports
Create charts/graphs from QuickBooks reports in Excel
Combine reports from multiple companies with Excel
Use the QuickBooks Statement Writer to generate presentation-worthy report packages
Reports for Job Costing
Use reports to find the gross margin
Gain insight into job profitability
Monitor unpaid bills for specific jobs
Explore reports designed just for contractors
Discover payroll reports for contractors
Customize QuickBooks
Adjust preferences to match how you use QuickBooks
Customize quick access icons to your most-used features
Turn on (or off!) account numbers
Track the income & expenses for different divisions of your business with Classes
Run reports sorted by Class
Advanced File Maintenance
Schedule backups to protect your data
Learn tricks to improve your QuickBooks file’s performance
Fix corrupted data with the Verify/Rebuild feature
Move a company file to a new device
Import and Export Data
Transfer information between QuickBooks files
Export/Import lists of customers, vendors, employees, items, or accounts
Export/Import form templates
Export/Import customized reports
Export/Import to/from other programs
Discover and manage applications that connect with QuickBooks
Import Excel lists
Enter multiple items/customers/vendors on a list with the Add/Edit Multiple List Entries featureUnderstanding year-end procedures
Work with Your Accountant
Discover how journal entries work with QuickBooks
Explore when and why you might make journal entries
Learn common year-end procedures to maintain your books
Send your file to your accountant with the Accountant’s Copy feature
Accept changes from your accountant
Receive General Journal Entries from an accountant to import to your QuickBooks file
Learn an improved year-end closing entry favored by accountants
Discover the benefits of using the Condense Data feature
Find changes made in previous years that may affect the reliability of your data
Tackle advanced reporting problems
Unique Transactions for Contractors
Track and record transactions for Spec Homes
Explore how different office procedures can improve your business
Do I have to use QuickBooks Premier: Contractor edition to benefit from this training?
No! We do demonstrate some of the unique features of Premier: Contractors Edition, but the techniques, workarounds, and reports you build can all be done in QuickBooks Pro, Premier, or Enterprise Solutions.
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 an email to office@quickbookstraining.com within 30 days of your purchase and you will receive a full refund. We stand behind our classes. No hassle. No question.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools and costs $156 for individuals to take. BUT it’s FREE if you enroll in Mastering QuickBooks Level 1! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career. If you're interested in this course and would like to get certified, consider one of our Course Bundles or better yet,  the VIP Membership which comes with 5 certification vouchers and even more prep classes!
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

We know you'll love our QuickBooks training and we stand behind it 100%. See refund and cancellation details.
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QuickBooks training near your location

United States

Refund and cancellation policies

Live classes To cancel your seat in a live class, please notify us at office@quickbookstraining.com before the first day of your class and you'll receive a full refund. If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. Then, you'll receive a full refund. Please note... we do not provide refunds if you don’t attend class. We will, however, keep your credit so that you may attend another class in the future.

Self-paced courses If you're not satisfied for any reason, please send an email to office@quickbookstraining.com within 30 days of purchase and you’ll receive a full refund.

Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

VIP Membership To cancel your membership, please send an email to office@quickbookstraining.com within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

After 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).

Use of QuickBooks Certification Voucher before refund If your purchase includes a voucher code ($156 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund.