QuickBooks Desktop for Trades Related Businesses

Description

This one-day seminar will give an overview of using QuickBooks Desktop Software for a trade related business such as construction, painting, plumbing, etc.  In this class we will work in-depth with the job costing and reporting functions that are so vital to good project management and profitability. We will cover:

  • Why companies with project costing concerns should be in a desktop product.

  • How to get the advantage of the cloud while staying in a desktop software.

  • How to use the software to its fullest potential.

  • Setting up your software right including product settings that make life easier.

  • Creating estimates, progress billing, and CHANGE ORDERS!

  • Time and materials and Contract billing workflow.

  • How to simplify time tracking and save time on data entry of timesheets.

  • Using items.

  • Making 1099s easy.

  • Tips and tricks that will make your insurance audits a breeze.

  • Project reporting tools that will keep you on budget and make you more money.

  • Streamlining billing with two simple reports.

  • Reporting to help you with cashflow and budgeting.

  • When do you need to track inventory and what tools do I need to do that.

  • Tracking Fixed Assets and Equipment

  • How do I audit proof my record-keeping?

  • Get paid faster: streamlining customer payments for $1 per payment.


This class will be a demonstration style session so software is not required.

 

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