QuickBooks Online Level 3: Projects and Job Costing

Course Overview This hands-on course is designed for users who want to leverage QuickBooks Online’s Projects feature for tracking job profitability, managing client work, and improving financial visibility. Whether you're a contractor managing multiple jobs, a consultant juggling billable projects, or a small business owner seeking clearer insights, this course will show you how to structure your workflow using job costing principles inside QuickBooks Online. _ You'll learn how to set up customers, vendors, and contractors for accurate cost allocation, enter and assign transactions, generate project reports, and export key financial data to Excel for enhanced analysis and charting. Prerequisites Participants should have completed either ` QuickBooks Online Level 1: Fundamentals Track or QuickBooks Online Level 1: Fast Track , --OR-- possess equivalent hands-on experience. A working knowledge of income and expense tracking in QuickBooks Online is required. Familiarity with basic accounting concepts. Who Should Attend • Small business owners, project managers, or contractors who want to track profitability by job or project • Consultants and service providers managing billable work • Bookkeepers or staff responsible for customer or project-related reporting • Users transitioning from QuickBooks Desktop with prior job costing workflows • Anyone using QuickBooks Online Plus or Advanced seeking to unlock the full potential of the Projects feature Course Outline Projects vs Job Costing in QuickBooks Online Job Costing using Customers and Sub Customers Projects in QuickBooks Online Impact on Financial Reports Considerations and Best Practices Setting up Customers Vendors and Contractors for Projects and Job Costing in QuickBooks Online Creating a Customer in QuickBooks Online Create a Sub Customer for Job Costing in QuickBooks Online Creating a Vendor in QuickBooks Online Creating an Employee or Contractor in QuickBooks Online Using Projects and Job Costing in QuickBooks Online Turn on Projects and Creating a New Project in QuickBooks Online Add or Change the Customer Assigned to a Project Add a New Transaction to A Project Add a New Transaction for a Sub Customer Add Expenses to a Project Bill an Expense to a Sub Customer Add Existing Time Sheets to a Project Add Existing Invoices to a Project Projects and Job Costing Reports in QuickBooks Online Track Your Labor Costs Project Reports Create a Custom Profit and Loss Report for a Sub Customer Job Create a Custom Balance Sheet Report for a Sub Customer Job Exporting and Charting Data in Projects and Job Costing Reports from QuickBooks Online to Excel Exporting Lists from QuickBooks Online to Excel Exporting Reports from QuickBooks Online to Excel Data Analytics with List Data in Excel Data Analytics with Report Data in Excel