QuickBooks For Contractors

QuickBooks Desktop for Contractors: Master Your Finances

Transform your bookkeeping with this comprehensive QuickBooks Desktop course, designed specifically for self-employed contractors and construction companies. Learn to efficiently manage financial records for projects involving physical or intellectual work, where clients pay as work progresses.

Why This Course is Essential for Contractors:

• Streamlined Financial Management: Handle the unique bookkeeping challenges of contractor businesses with ease. Track more data and generate accurate reports.
• Versatile Application: These QuickBooks Desktop features aren't just for contractors! They're ideal for any business tracking time, allocating costs, and using percentage of completion for progress invoicing.
• Complete Project Accounting: Master billing clients for job expenses, subcontractor time, and progress.
• Beginner-Friendly: No prior QuickBooks, computer, or bookkeeping experience is required. We start with the fundamentals and build to expert-level skills.
• Step-by-Step Learning: Clear, easy-to-follow instructions make learning simple and enjoyable.
• Guaranteed Coverage: This course covers every possible transaction and scenario a construction, renovation, or tech company billing on time-based contracts might encounter.
• Compatibility: Works with any version of QuickBooks Desktop – regardless of the year!
• Downloadable Resources: Includes "follow-along" files for each video, allowing you to practice and reinforce your learning.

What You'll Learn:

• Setting Up Your Contractor File: Learn to create a customized QuickBooks Desktop file for your business.
• Custom Chart of Accounts: Input the specific chart of accounts tailored to contractor needs.
• Navigating QuickBooks Desktop: Become proficient in navigating the QuickBooks Desktop interface.
• Managing Inventory: Set up and manage the QuickBooks Online items list for contractor use.
• Customizing Preferences: Set QuickBooks preferences, settings, and options for optimal contractor use.
• Creating Estimates & Invoices: Generate professional estimates from contracts and easily convert them into invoices.
• Progress Invoicing: Utilize "Progress Invoicing" to accurately track job progress and bill accordingly.
• Change Orders: Create and manage change orders efficiently.
• Deposit & Retainage Management: Record customer deposits and manage retainage payments.
• Budgeting & Variance Analysis: Create job budgets and compare them to actual transactions.
• Finding Job Invoices: Easily locate job invoices based on the bills they were associated with.
• Expense Tracking: Effectively use expense items and 2-sided items for billing.
• AIA Billing: Utilize billing items from the American Institute of Architects (AIA) within QuickBooks.

Ongoing Support:

I'm here to help! Contact me directly with any questions, issues, or concerns you have throughout the course. I'm committed to your success.

Start mastering QuickBooks Desktop for your contracting business today!