Keeping Our Clients Well-Balanced for More than 25 Years

QBks for Construction Co

Well-Balanced Accounting's consultants and teachers are QuickBooks® Certified ProAdvisors.



CALENDAR OF TRAININGS

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QUICKBOOKS FOR CONSTRUCTION CLASS
Fee: $265

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CALENDAR OF ALL TRAININGS


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QuickBooks® for
Construction Companies 
Class Overview 


I. List Set Up
  • How lists work
  • Results of proper list set up
II. Chart of accounts
  • Choosing accounts
  • Work in progress (WIP)
    • Why WIP is needed
    • Using WIP
III. Items
  • Expenses versus Items
  • Items for Sales
  • Items for Expenses
  • Additional Sales Items
    • Time and Materials
    • Fixed/Contract prices
IV. Special Items
  • Deposits/Draws
    • Deposits Overview
    • Deposits & Financial Statements
    • Closing a Job
  • Retainage
    • Withholding Retainage
    • Billing Retainage
V. Payroll Items
  • Worker’s Comp
    • Worker’s Comp Overview
    • Worker’s Comp from last year
    • Worker’s Comp for this year
  • Costing Owner’s time
    • Owner’s time set up
    • Entering Owner’s time
VI. Classes
  • Classes for Workers Comp codes
VII. Customer/Job List
  • Customer set up
  • Job set up  
VIII. Transactions & Reports
  • Customers/Jobs
    • Estimating
    • Estimating Fixed Price Jobs
    • Estimating Time & Materials
    • Multiple Estimates
    • Change Orders
    • Invoicing
  • Vendors & Expenses
    • Committed Costs
    • Automating Purchase Orders
  • Reports
    • Unpaid bills by job