QuickBooks 2015 for Contractors
QuickBooks 2015 for Contractors
Contractors have many unique bookkeeping needs, so this course is designed specifically for the construction industry. In this course, you’ll learn how to use the Premier Contractor Edition of QuickBooks 2015 to run your business more efficiently. Lessons are clearly illustrated and include easy-to-follow, step-by-step instructions to give you hands-on practice with the features that you’re sure to use every day. You’ll discover how to create custom, professional-looking contract estimates and track time and materials, and you’ll learn the different methods you can use to bill your clients, including how to use the QuickBooks progress invoicing and job-costing features.
You’ll find out how to deal with tricky situations, like change orders and retainage requirements, and you’ll learn how to properly set up accounts, items, customers, and jobs. All along the way, you’ll learn how to avoid many of the big and often costly mistakes contractors commonly make with QuickBooks. Finally, you’ll learn how specific transactions impact all your accounts, and even some techniques to protect your business from fraud, prepare for tax time, and generate useful and dynamic reports.
Syllabus
- Lesson 1 – Getting to Know QuickBooks
- Lesson 2 – Defining Your Setup
- Lesson 3 – Creating Items and Subitems
- Lesson 4 – Performing Job Costing
- Lesson 5 – Estimating and Invoicing Customers
- Lesson 6 – Handling the Money That Comes In
- Lesson 7 – Handling the Money That Goes Out
- Lesson 8 – Entering and Tracking Time by Job
- Lesson 9 – Creating Payroll
- Lesson 10 – Creating Reports
- Lesson 11 – Preparing for Tax Time
- Lesson 12 – Safeguarding Your Assets
Requirements:
Hardware Requirements:
- This course must be taken on a PC. It is not suitable for Macs.
Software Requirements:
- PC: Windows 8 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- QuickBooks Premier 2016 for Windows (not included in enrollment).
- When installing the software using the Premier version, be sure to select the contractor’s edition. QuickBooks Pro 2016 for Windows is acceptable for this course, but please be aware that the Pro version is missing certain features that are only available in the Contractor’s Edition used in this course.
- The differences between the 2015, 2016, and 2017 versions of QuickBooks are quite small overall. So, you may use the 2016 or 2017 version of QuickBooks while completing this course. However, just know that you may encounter some minor differences along the way.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
Other:
Email capabilities and access to a personal email account.
Prerequisites:
There are no prerequisites to take this course.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
<ul><li>6 Weeks Access</li>
<li>Course Code: qc6</li>
<li>Start Dates* Jan 12 | Feb 09 | Mar 16 | Apr 13 </li>
<li>$187.00 USD</li></ul>
Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.