Advanced LevelQuickBooks Desktop

QuickBooks Desktop for Construction

10 hr 18 min

This beginner-friendly course teaches you how to use QuickBooks to manage the unique accounting needs of a construction business. You'll learn to set up projects and phases, handle customer deposits and retainage, record job costs, and use progressive invoicing to bill clients. The course also covers billable expenses, work-in-progress (WIP) accounting, and year-end completion entries.

You’ll learn how to…

Set up projects and phases
Build project estimates with phases
Handle customer deposits and down payments
Set up, apply, and release retainage
Record job costs and run job costing reports
Use progressive and progress invoicing
Bill customers for billable expenses
Record split payments and vendor bills
Manage work-in-progress (WIP) accounting
Make year-end completion and correction entries

This class is included in all of our training plans

Self-paced

All training plans include instant and lifetime access to this course.

Course Content

379 lessons · 10 hr 18 min

Meet Your Instructor: Alanna0:50

Introduction: QuickBooks Desktop for Construction1:23

Contractor Features1:00

Contractor Sample File2:18

Setup Issues1:00

Should I Start Over?2:19

Remove Transactions0:54

Start a New File2:10

Create Company File3:49

Advanced Setup - Intro0:25

Advanced Setup - Company Information3:08

Advanced Setup - Industry and Password2:45

Advanced Setup - Sales Tax and Customer Transactions1:12

Advanced Setup - Vendor and Employee Transactions2:45

Advanced Setup - Start Date Intro2:13

Advanced Setup - Select Start Date in QuickBooks1:35

Item List - Contractor Edition0:54

Complete Lists1:32

Opening Balances - Intro2:00

Opening Balances - Journal Entry2:57

Special Accounts - Bank2:01

Special Accounts - Accounts Receivable Intro0:52

Special Accounts - Accounts Receivable Accrual Basis2:35

Special Accounts - Accounts Receivable Cash Basis2:32

Special Accounts - Accounts Payable1:28

Special Accounts - Credit Cards0:43

Special Accounts - Equity Intro1:17

Special Accounts - Manage Opening Balance Equity2:04

Choose Payroll Service1:04

Payroll Setup Interview1:53

Enter Transaction History1:32

Check New File Setup0:42

Edit Beginning Balance Start Date0:59

Items1:23

Expenses vs. Items2:33

Job Estimate vs. Actual - Intro1:02

Job Estimate vs. Actual - Use Items for Job Cost0:50

Item List Guidelines - Intro0:30

Item List Guidelines - Track Construction Phases1:48

Item List Guidelines - Special Accounts for Purchase Forms2:00

Item List Guidelines - Level of Detail Considerations1:51

Items for Sales - Intro1:13

Catch-All Items1:07

Group Item - Intro0:38

Group Item - Why1:46

Group Item - Setup1:33

Group Item - Use1:47

Item Categories (QB Enterprise 2024 or Later)2:34

Estimating1:12

Estimating Fixed Price Estimates - Intro1:11

Estimating Fixed Price Estimates - How2:20

Progress Invoicing - Intro0:32

Progress Invoicing - How To1:51

Memorized Estimate - Setup1:26

Memorized Estimate - Use0:56

Change Orders0:50

Method 1: Create Change Order from Original Estimate1:30

Method 2: Create Second Estimate as Change Order1:42

Method 2: Potential Problems0:42

Method 3: Add Subtotal Items on Original Estimate2:23

Estimate - Draws0:44

Invoice Draws1:24

Sales-I1:47

Customer: Job List - Intro0:20

Customer List on Reports0:45

Customer List Setup1:27

Job Setup1:44

Job Status Reports1:36

Billing Rate Levels - Intro0:57

Billing Rate Level - Set Up on Service Items1:40

Billing Rate Level - Auto Apply with Billing Employee0:41

Billing Rate Level - View on Invoice1:17

Invoicing Outside of QuickBooks - Intro0:53

Troubleshoot/Remove Invoices from Print Later List1:00

List Invoices - Center1:04

Locate Missing Invoice2:28

Batch Invoicing - Intro1:22

Batch Invoicing - Customer Information Setup1:08

Batch Invoicing - Create Customer Billing Group2:41

Batch Invoicing - Choose Items and Create Invoices1:11

Multi-Customer Email Selection (QB 2022 or Later)1:01

Multiple Accounts Receivable Accounts - Intro0:55

Multiple Accounts Receivable Accounts - Create and Use Accounts2:24

Aging Errors2:22

Sales-II1:10

Customer Deposit Method 1 - Intro to Down Payment as Credit0:50

Customer Deposit Method 1 - Record Down Payment1:43

Customer Deposit Method 1 - Create Invoice and Apply Customer Down Payment2:08

Customer Deposit Method 1 - Year End Journal Entry1:10

Customer Deposit Method 2 - Intro to Down Payments Liability1:02

Customer Deposit Method 2 - Create Customer Deposits Liability Account0:36

Customer Deposit Method 2 - Set Up Deposit Item1:06

Customer Deposit Method 2 - Record Invoice for Deposit0:37

Customer Deposit Method 2 - Receive Deposit and View Customer Balance1:02

Customer Deposit Method 2 - Create Final Invoice and Apply Customer Deposit1:53

Set up Customer Prepayments (QB Enterprise 2024 or Later)2:17

Use Customer Prepayments (QB Enterprise 2024 or Later)2:51

Retainage - Intro0:47

Retainage - Withhold2:43

Retainage - View Customer Balance1:17

Retainage - Find Retainage Balance0:39

Retainage - Invoice Intro0:29

Retainage - Invoice Enter0:41

Sales-III0:43

Write off Bad Debt - Intro0:53

Write off Bad Debt - No Sales Tax1:42

Write off Bad Debt - with Sales Tax - Create Bad Debt Item1:45

Write off Bad Debt - with Sales Tax - Record Credit Memo1:42

Write off Bad Debt - with Sales Tax - Apply Credit Memo to Invoice0:45

Under/Over Payments1:10

Customer Underpayment1:07

Customer Overpayment - Built In1:24

Customer Overpayment - Refund Overpayment1:01

Customer Overpayment - Retain Overpayment for Future Invoices0:49

Transfer Customer Credits - Intro0:42

Transfer Customer Credits (QB 2019 or Later) - Record Transfer1:29

Transfer Customer Credits (QB 2018 or Earlier) - Create Clearing Account1:11

Transfer Customer Credits (QB 2018 or Earlier) - Remove Credit from Original Job0:59

Transfer Customer Credits (QB 2018 or Earlier) - Apply Credit to New Job1:27

Purchases/Payables1:04

Work In Progress - Intro1:37

Method 1 - Intro0:46

Method 1 - Calculate Work in Progress0:58

Method 1 -Transfer Work In Progress with Journal Entry0:51

Method 1 - Transfer Affect on Financial Statements2:07

Method 2 - Intro0:54

Method 2 - Set Up Items for Asset Account0:35

Method 2 - Modify Job Cost Report1:30

Method 2 - View Work in Progress Details on Report1:07

Method 2 - Transfer Work in Progress to Cost of Goods Sold1:02

Method 2 - Close a Job2:24

Vendor Deposits - Intro0:29

Vendor Deposits - Set Up Asset Account0:45

Vendor Deposits - Record Deposit to Vendor0:56

Vendor Deposits - Apply Deposit1:19

Support Schedule - Intro0:53

Support Schedule - Reconcile Vendor Prepayments Account2:50

Support Schedule - Build Report2:06

Track Liability Certificates - Intro1:11

Track Liability Certificates - Non Contractor Edition2:10

Track Liability Certificates - QuickBooks Contractor Edition1:50

Online Bill Payment (QB 2022 or Later)1:16

Bill Payment Stub (QB 2022 or Later)2:13

Bill Automation - Upload and Mobile App (QB 2022 or Later)4:02

Bill Approval (QB Enterprise 2022 or Later)3:35

PO Approval (QB Enterprise 2023 or Later)3:30

Advanced Purchasing1:39

Employee/Owner Purchases - Set Up Liability Account1:05

Employee/Owner Purchases - Record Purchase1:48

Employee/Owner Purchases - Reimburse for Purchase1:17

Prepaid Expenses - Intro1:01

Prepaid Expenses - Set Up Asset Account0:55

Prepaid Expenses - Record Prepayment1:02

Prepaid Expenses - Set Up Monthly Journal Entry to Expense Insurance1:57

Refunds from Vendors - Intro0:32

Refunds from Vendors - Deposit Refund1:25

Refunds from Vendors - Apply Refund Against Credit1:03

Refunds from Vendors - Record Refund without Prior Credit1:03

Trade Customer and Vendor Balances - Intro1:28

Trade Customer and Vendor Balances - Set up Customer / Vendor1:33

Trade Customer and Vendor Balances - Set Up Clearing Account0:48

Trade Customer and Vendor Balances - Move Payment to Clearing1:51

Trade Customer and Vendor Balances - Close Bill1:47

Void Prior Period Check - Intro1:11

Void Prior Period Check - Void Simple Check1:27

Void Non-Simple Check - Intro1:06

Void Non-Simple Check - Locate Check/View Transaction Journal1:03

Void Non-Simple Check - Create Reversing Journal Entry2:04

Committed Costs - Intro1:17

Committed Costs - Purchase Orders1:06

Committed Costs - Bills1:54

Committed Costs - Report0:59

Automate Purchase Order - Intro0:41

Automate Purchase Order - How to2:11

Advanced Payroll1:39

Apply Benefits/Tax to Job Cost - Intro0:49

Apply Benefits/Tax to Job Cost - Turn on Class Tracking0:37

Apply Benefits/Tax to Job Cost - Set Preference0:36

Apply Benefits/Tax to Job Cost - Turn On Track Expenses by Job/Class0:45

Job Cost Salary - Intro0:52

Job Cost Salary - Setup0:33

Job Cost Salary - Enter Timesheet0:45

Job Cost Salary - Review Paycheck0:37

Company/Employee Expenses - Intro0:58

Company/Employee Expenses - Use Liability Check to Combine Company and Employee Portion1:05

Company/Employee Expenses - Enter Check / Bill for Full Expensed Amount by Crediting Expense Account during Deduction1:29

Company/Employee Expenses - Enter Bill with Linked Payroll Item Expense Account0:59

Workers Compensation - Intro (Non-Enhanced)1:04

Workers Compensation - Setup (Non-Enhanced)1:09

Workers Compensation - Report (Non-Enhanced)2:17

Enhanced Payroll - Intro0:44

Workers Comp - Setup2:11

Workers Comp - Preferences0:50

Workers Comp - Add/Edit Code to Workers Comp List0:51

Workers Comp - Workers Comp Codes on Paychecks0:57

Employee Loans/Advances - Intro1:38

Employee Loans/Advances - Set up Liability Account0:56

Employee Loans/Advances - Issue Loan/Advance1:12

Employee Loans/Advances - Set up Repayment3:48

Employee Loans/Advances - Add Repayment to Employee Info0:49

Employee Loans/Advances - Track Employee Loan/Advance Balance0:43

Costing Owner Time - Intro0:57

Costing Owner Time - Account Setup0:36

Costing Owner Time - Item Setup1:59

Costing Owner Time - Enter Hours0:51

Costing Owner Time - Enter Cost2:35

Payroll Journal Entries: Intro3:12

Payroll Journal Entries: Enter7:35

What learners say about this course

“The lessons are clear and practical. The examples help understand how QuickBooks can be used in real construction scenarios.”

Kyla chelsyre M.

“Thank you for providing such valuable training.”

Guiselle B.

“Allowed me to get more advanced look into the specific type of work that I wanted to use quickbooks for.”

Anthony C.

“Pretty much everything. I had no experience bookkeeping prior to this or using quickbooks, so this course taught me everything I needed to know to be successful.”

Mia T.

Learner

Training only

1 user

$899.95

$599.95

30-day money back guarantee

Lifetime access to all included training

This course + 40 other courses
Live classes every weekday
Hands-on exercises
All future course updates

Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

Certification

Training + Certification

1 user

$999.95

$699.95

30-day money back guarantee

Lifetime access to all included training

Everything in Learner
Training for all 7 certifications
7 QuickBooks certification exams
Practice exams and test prep

Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

Team

Team Training + Certification

2-5 users

$1,799.95

$999.95

30-day money back guarantee

Lifetime access to all included training

Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking

Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.

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