This advanced course teaches you how to track job costs and manage projects in QuickBooks for accurate, profitable billing. You'll learn to set up projects, use custom fields and the Projects Center, and master every invoicing method—estimate to invoice, billables to invoice, and direct to invoice—across time, material, and labor costs. The course also covers creating budgets, accounting for owners' time, and closing projects, with hands-on "Your Turn" exercises to practice.
You’ll learn how to…
Understand job costing
Set up projects and custom fields
Navigate the Projects Center
Use the estimate-to-invoice method
Use the billables-to-invoice method
Use the direct-to-invoice method
Bill for time, material, and labor costs
Create a budget for a customer or project
Account for owners' time
Close out a project
Practice with hands-on exercises
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Sophia Keane
Jul 16, 2026
Thu · 10:30 AM CT
Course Content
29 lessons · 1 hr 44 min
Job Costing0:59
Intro to Projects2:15
Project Settings4:03
Custom Fields for Projects2:10
Set up Projects2:03
Projects Center7:13
Project Invoicing Methods2:25
Estimate to Invoice Method: Project Estimate10:37
Estimate to Invoice Method: Change Order4:38
Estimate to Invoice Method: Time7:32
Estimate to Invoice Method: Material Costs2:57
Estimate to Invoice Method: Invoice3:27
Estimate to Invoice Method: Reports3:32
Billables to Invoice Method1:37
Billables to Invoice Method: Converted Estimate1:33
Billables to Invoice Method: Material Costs2:56
Billables to Invoice Method: Labor Costs3:29
Billables to Invoice Method: Invoice3:24
Billables to Invoice Method: Reports3:21
Direct to Invoice Method1:09
Direct to Invoice Method: Time and Costs4:00
Direct to Invoice Method: Invoice2:48
Direct to Invoice Method: Reports1:28
Create a Budget for a Customer or Project5:23
Account for Owner's Time6:03
How to Close a Project1:01
Get Ready to Practice0:59
Your Turn: Job Costing5:42
Your Turn Answers: Job Costing5:26
What learners say about this course
“I now have an idea of how to track projects. Our scenario is a little different than presented but I am going to go through the course again and start tracking projects in real life.”
Natalie H.
“learning about the customization, I believe it will help me determine how to setup rojects moving forward and time tracking”
Anonymous
“My favorite part of this class is learning the 3 invoice methods which are the estimate to invoice method, billables to invoice method, and the direct to invoice method.”
Jordan M.
“Connect a PO to progress draw invoicing, this will make creating stat decks much easier going forward. Prior to learning this each stat deck was an in depth research project.”
Jennifer W.
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.
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Certification
Training + Certification
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$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
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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.
