QuickBooks Online Contractors Creating Job Estimates And Documents

In this QuickBooks Online contractor training class, you will learn how to record job estimates in QuickBooks Online. These estimates are documents you make that reflect the specific services that you will perform for your client during the life of the contract. It will list the items on the products and services list that we set up in a prior video. The money amount of the estimate total should be the same as the total of the signed contract. You will make invoices from this estimate as the “base” of the progress percent complete. To check the progress of the main job contract estimate against the invoices that you billed to the client during the contract, you should check the report called “Estimates And Progress invoicing summary by customer” report. Please note, estimates are not technically transactions, they are simply documents that record the details of the contract event and help you track the percent complete of a contract based on the invoices that have been applied to the estimate.
This QuickBooks KZbin Playlist will teach you every possible contractor feature that a contractor could need when using QuickBooks Online. Not all contractors are physical contractors that do renovations or construction. QuickBooks Online has features for those types of contractors as well as “office professional” type of contractors like marketing companies that fill their client’s service contracts over time. This KZbin QuickBooks Online For Contractor’s Playlist will teach every available contractor feature in QuickBooks online. It will give you real-life, hands on practice with actual contractor problems and solutions for anything that could come up when managing any contractor company’s books and records in QuickBooks online. Every “on the job” challenge is addressed by demonstrating all job project features and how they are used in QuickBooks online. Even non-contractors can benefit from the features in QuickBooks Online demonstrated in this playlist.
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