- Identifying Revenue Streams & Costs
- Better Estimates
- Subcontractors - Using Purchase Orders
- Job Costing Reports
Concise 90 minute Quickbooks workshop. Focus will be how to setup and use Quickbooks to track job income and job costs associated with clients/type of revenue. Overview of how to customize the Estimate template. Determining if Purchase Orders will streamline work flow.
All workshops include a 15 minute review of tips & tricks to improve Quickbooks productivity.
- Reports: Balance Sheet, Profit & Loss
- Chart of Accounts Review
- Items vs Accounts. Should I use classes?
- Bills versus checks
- IRS Paperwork - 1099s, W9s
- Making it work with your phone, tablet
- Recurring charges? Monthly Statements for Landscapers, Janitorial
- Accepting Credit Cards
- Accurate, statement billing in minutes
Concise 90 minute Quickbooks workshop. Determine best Quickbooks for your business. Review the differences of QB Online, Desktop & Premier Editions of Quickbooks. Overview of how QBO data can be used on mobile devices and limitations. Demo of QB Online and streamlined billing.
- Better Invoices, Credit Memos, Statements
- QB Format Tips n Tricks
- Custom Reports, Memorized Transactions
- Progress Invoices and more….