QuickBooks® for Construction Companies

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List Set Up 

• How lists work 
• Results of proper list set up 

Chart of Accounts 

• Choosing accounts 
• Work in progress (WIP) 
  • Why WIP is needed 
  • Using WIP 

Items 

• Expenses versus Items 
• Items for Sales 
• Items for Expenses 
• Additional Sales Items 
  • Time and Materials 
  • Fixed/Contract prices 

Special Items 

• Deposits/Draws      
  • Deposits Overview 
  • Deposits & Financial Statements 
  • Closing a Job 
• Retainage      
  • Withholding Retainage 
  • Billing Retainage 

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 

Classes 

• Using Classes for Workers Comp codes 

Customer/Job List 

• Customer set up 
• Job set up   

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