Are your books a mess?
When it comes to QuickBooks Online, even running basic reports can leave you feeling frustrated, stuck, and unsure where to turn for answers.
You need accurate numbers at your fingertips to make critical decisions — and precise job costing reports so you can bid jobs confidently and successfully to grow your business.
For years now, I’ve been THE go-to expert on Quickbooks Desktop for Specialty Contractors, Speculative Builders, and General Contractors — and their bookkeepers.
I’m also honored to be the go-to expert in Quickbooks Online (QBO) and I can help YOU! — with job costing and more…
In the video below, I share how to use progress invoices for QuickBooks Online. You’ll use this most commonly when you have a fixed-bid contract with your client…
This process brings people to their knees, until we go through it — and then it’s like magic!
Discover more when you watch this 7-minute video:
All the Ways to Get Paid: Invoicing for Projects With QuickBooks Online
Follow along with the video above as I walk you through how to:
- Create progress invoices (this applies when you have a fixed-bid contract with a client and you’ll be billing them in installments)
- Use theline-item detailfeature
- Invoice a custom amount
- Customize a form template
- Master the easiest way to get to transactions you’ve recently worked on
- Understand the differences when navigating progress invoices vs. estimates
- And more…
The video is a clip from just one of the modules from my on-demand training, Job Costing with Projects In QuickBooks Online. You’ll learn everything you need to know to set up accurate job costing reports — all in just a few hours.
I’ve distilled hundreds of hours of training into a short, concise, and easy-to-use course just for contractors: Job Costing with Projects In QuickBooks Online.
The course is full of short, easy-to-follow videos — and includes TONS of examples, simple-to-use templates, and answers to the most common questions.