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QuickBooks for Contractors
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| Price: |
$99.00 |
| Business Focus: |
Computer Applications |
| Instructor: |
Scott Paxton |
| Course Code: |
qct |
| Delivery Method: |
Instructor-led Online Course |
| Frequently Asked Questions |
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| Course Overview: |
Contractors have many unique bookkeeping issues, so we've designed this course from the ground up to meet the specific accounting needs of the construction industry.
In this six-week course, you'll learn how to use the Premier Contractor Edition of QuickBooks to run your business more efficiently. Lessons are clearly illustrated and include clear step-by-step instructions in plain language so you can get hands-on practice with the features that you're sure to use on a daily basis.
You'll discover how to create custom and professional-looking contract estimates. You'll also learn the different methods available to bill your clients, including how to use the QuickBooks progress invoicing and job-costing features.
You'll find out how to deal with tricky situations like change orders and retainage requirements, and you'll be able to properly set up accounts, items, customers and jobs. All along the way, you'll learn how to avoid many of the big and often costly mistakes contractors commonly make with QuickBooks.
Finally, you'll learn how specific transactions impact all your various accounts, and even some techniques to protect your business from fraud, prepare for tax time, and generate useful and dynamic reports.
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| Instructor Biography: |
| Scott Paxton is recognized as a Certified Public Accountant and his background includes experience as a public accountant, a manager in the banking industry and as an entrepreneur. He is a Certified QuickBooks Professional Advisor and he recently authored a QuickBooks workbook which focuses on the implementation and troubleshooting the program. |
| Course Syllabus: |
| Lesson 1 Syllabus |
File Management and Setting Preferences |
| Lesson 2 Syllabus |
Working Backward: Defining Your Setup |
| Lesson 2 Objective |
Learn how to manage QuickBooks company files, and set preferences specific for your business. |
| Lesson 3 Syllabus |
Creating Items and Subitems |
| Lesson 3 Objective |
Examine how to work backward to set up your company file. |
| Lesson 4 Syllabus |
Job Costing |
| Lesson 4 Objective |
Understand how to create, edit, and use items and subitems in QuickBooks. |
| Lesson 5 Syllabus |
Estimating and Invoicing Estimating and Invoicing |
| Lesson 5 Objective |
Learn how to create and edit Customers and Vendors to match your job-costing system. |
| Lesson 6 Syllabus |
Handling Change Orders, Retainage, Payments on Account, and Deposits |
| Lesson 6 Objective |
Practice creating estimates and invoices using various billing methods. |
| Lesson 7 Syllabus |
Paying Your Bills, and Maximizing Cash Flow |
| Lesson 7 Objective |
Explore different methods to enter change orders, retainage, and payments on account. |
| Lesson 8 Syllabus |
Entering and Tracking Time by Job |
| Lesson 8 Objective |
Learn how to pay your bills and maximize your cash flow. |
| Lesson 9 Syllabus |
Creating Payroll Items and Paychecks, and Tracking Workers' Compensation |
| Lesson 9 Objective |
Discover different ways to enter, track, and report time information in QuickBooks. |
| Lesson 10 Syllabus |
Financial-Statement, Job-Cost, and Time Reports |
| Lesson 10 Objective |
Get acquainted with the payroll process in QuickBooks, including transferring time entries and creating paychecks. |
| Lesson 11 Syllabus |
Preparing for Tax Time |
| Lesson 11 Objective |
Practice creating financial-statement, job-cost, and time reports. |
| Lesson 12 Syllabus |
Protecting Your Business: Using QuickBooks to Safeguard Your Assets |
| Lesson 12 Objective |
Design a routine process to close your accounting records and prepare for tax time. |
