This specialized one-day course focuses on using Inventory and Job Costing for Quickbooks. Students are required to have a basic understanding of Quickbooks, or have completed the Introduction to Quickbooks Accounting Course.

Is your inventory out of control? Do you manage your job information in Excel? Learn how to setup inventory and job costing and best practice procedures you need to get your information under control. You will learn how to setup your system and record your information for peak performance. Become the office expert! Remember to bring your questions to class.

Agenda:

I. PREFERENCE INFORMATION

• Inventory Items / General / Ordering
• GL Accounts / Taxes / Custom Fields

II. INVENTORY ITEMS

• Inventory Type
• Inventory Assembly / Group Items
• Unit of Measure
• Notes / Custom Fields
• Attributes
• Serial Numbers
• Item Prices / Price Level Lists
• Quantity Discounts / Edit Markup
• Inventory Reorder Point / Site Info
• Change Inventory Item Name/Number

III. PURCHASING INVENTORY

• PO's / Select for PO
• Receiving a purchase order
• Enter Bills Receipts
• Subcontractors Insurance

IV. INVENTORY TRANSACTIONS

• Issue Inventory
• Assemblies / Group Items
• Work Tickets
• Customizing Work Tickets
• Reports

V. SELLING INVENTORY

• Quotes / Orders / Invoices
• Tracking COGS / Profitability
• Items Sold to Customers

VI. PREFERENCE / DEFAULT INFORMATION

• Job Costing / General / Status
• Custom
• Burden / Payroll

VII. JOBS SETUP

• New Jobs / Phases / cost codes
• General / Budgets / Notes
• Notes / Attachments
• Change Job Numbers
• Recording Job Activity
• Purchases
• Issue Inventory to a job
• Payroll Labor Hours
• Time Ticket Hours
• Change Orders
• Work in Process

VIII. BILLING JOBS

• Percent of Contract
• Percent of Proposal
• Percent of Completion
• Billing Retainage

IX. QUICKBOOKS QUESTIONS AND ANSWERS

Benefits:

• 4-hour training course taught by an experienced certified trainer
• Maximum of 4 students per class
• 1 person per PC
• All classes are CPE accredited
• Students will receive a certificate of completion

Cancellation Policy:

Course cancellations must be received 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. Courses may be rescheduled at no charge.