04/18/2019 – Job Costing and Construction Accounting in QBO (Plus/Advanced)
Table of Contents:
- 00:00:00 Intro
- 00:24:49 Projects (how to turn on projects) (Plus/Advanced Editions)
- 00:25:53 – Sales (customers) (new customer) (create sub customer) how it works step by step
- 00:27:58 – How to create a new project (step by step) (example)
- 00:28:54 – Create invoice
- 00:30:27 – Edit your project
- 00:31:49 – How to cancel your project
- 00:32:15 – Options, filters in projects tab
- 00:33:23 – Add to project (estimate)
- 00:35:20 – Bundle (how it works)
- 00:40:29 – Create purchase order
- 00:47:27 – Job Costing (create check) (item details)
- 00:49:55 – Create bill
- 00:52:04 – How much do you want to invoice (step by step) (enable progress invoicing)
- 00:56:22 – Reports (estimates & progress invoicing summary by customer) (job costing company with payroll)
- 00:57:30 – Transaction list with splits (job costing with payroll) (CSV excel example)
- 01:05:01 – Time sheets and labor costing
- 01:06:44 – Time activity
- 01:08:21 – Weekly timesheet (step by step)
- 01:09:49 – What to do if payroll is turned on (create timesheet, create paycheck)
- 01:11:00 – Run payroll
- 01:12:45 – Paycheck
- 01:14:28 – Reports (standard) (profit and loss report)
- 01:18:05 – Switch company with no payroll
- 01:18:36 – how to add new employee
- 01:20:06 – New project (using timesheets to ghost post payroll)
- 01:20:39 – Create estimate
- 01:21:24 – Hourly cost rate
- 01:25:24 – Test project for non-payroll files (overview) (project reports) (time activity)
- 01:27:14 – Check
- 01:27:58 – Profit and loss report
- 01:29:08 – Create Journal Entry (payroll expenses)
- 01:30:42 – Report period
- 01:31:15 – Pros & Cons (P&L or Project Screen)
- 01:35:00 – Project report (time cost by employee or) (workers, contractors) (add subcontractor to timesheet)
- 01:37:34 – Unbilled time and expenses (expense) (weekly timesheet)
- 01:40:16 – Useful Reports
- 01:42:24 – Working with the Company file with Payroll
AW04182019.pdf
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Converting Sub-Customers to Projects: