Explore QuickBooks for the construction industry with this course. A must-have for construction and contractors! If you’re new, take QuickBooks for Beginners first.
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Self-paced
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Next live class · with Shauna Hemsley Sommer
Jun 1, 2026
Mon · 1:30 PM CT
Course Content
239 lessons · 8 hr 33 min
Meet Your Instructor1:24
Chapter 1 Introduction1:25
History-Reason for QuickBooks1:08
Software Versions1:35
Setup Issues1:02
Should I Start Over?2:32
Purge Company1:26
Create a New Account with the Same Email1:11
Sign up for Your Software2:54
New Company File Best Practices3:08
Import Company Information Intro0:59
Import from QuickBooks Desktop1:33
Import Data from Excel3:10
Import Chart of Accounts3:03
Import Customers3:14
Import Vendors2:59
Import Products and Services2:00
Opening Balances: Intro3:48
Enter Account Opening Balances2:58
Enter Customer Opening Balances1:21
Enter Vendor Opening Balances1:02
Enter Inventory Opening Balances2:32
Enter Transaction History3:10
Connect to Online Banking2:47
Download Transaction History2:08
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Customizing0:52
Account and Settings: Intro0:53
Company Settings2:44
Sales Settings3:42
Bills and Expense Settings2:38
Advanced Settings5:33
Customer Type: Intro0:59
Set Up and Assign Customer Type1:31
Run Customer Type Reports0:54
Classes: Intro1:50
Turn on and set up Classes1:44
Record Class on a Transaction2:20
Class Reports1:45
Locations: Intro1:17
Turn on and Set Up Locations2:48
Record Location on a Transaction2:26
Location Reports1:48
Custom Fields: Intro2:00
Set up a Custom Field (QBO Plus)1:52
QBO Advanced: Set up and use Custom Fields for a Customer3:17
QBO Advanced: Set up and use Custom Fields for a Vendor2:41
QBO Advanced: Set up and use Custom Fields for Transactions1:39
QBO Advanced: Report Options for Custom Fields1:12
Software View0:32
Projects and Job Costing2:02
Intro to Projects0:50
Custom Fields for Projects1:33
Set Up Projects1:48
Projects Center2:31
Project Invoicing Methods1:54
Estimate to Invoice Method: Project Estimate5:00
Estimate to Invoice Method: Change Order2:16
Estimate to Invoice Method: Time4:12
Estimate to Invoice Method: Material Costs1:50
Estimate to Invoice Method: Labor Costs2:52
Estimate to Invoice Method: Invoice2:49
Estimate to Invoice Method: Reports1:17
Billables to Invoice Method: Project Estimate2:50
Billables to Invoice Method: Time4:24
Billables to Invoice Method: Material Costs2:10
Billables to Invoice Method: Labor Costs2:49
Billables to Invoice Method: Invoice1:16
Billables to Invoice Method: Reports1:42
Direct to Invoice Method1:15
Direct to Invoice Method: Time4:02
Direct to Invoice Method: Material Costs1:22
Direct to Invoice Method: Labor Costs2:46
Direct to Invoice Method: Invoice1:25
Direct to Invoice Method: Reports1:48
Create a Budget for a Customer or Project1:47
Account for Owner's Time2:54
How to Close a Project0:41
Work in Progress: Intro1:36
Move Expenses from one Year to the Next3:58
Committed Costs: Intro1:17
Committed Costs with Bills3:01
Estimating1:20
Fixed Price Job: Intro1:24
What are Estimates?1:12
Record and Send an Estimate1:58
Create an Invoice from an Estimate1:58
Create Multiple Invoices from an Estimate2:44
Track Estimates0:49
Estimated Cost vs. Actual Cost: Intro1:02
Create a Budget for a Customer or Project1:47
Estimate vs. Actuals Report1:48
Estimate as a Recurring Transaction0:57
Change Order: Intro1:31
Record a Change Order1:44
Draws on Estimates and Invoices1:19
Sales Related Workflows1:06
Bundle Items: Intro0:59
Set Up a Bundle Item2:35
Use a Bundle Item1:20
Prepayments from Customers1:27
Record a Customer Prepayments3:38
Apply a Customer Prepayments3:55
Reconcile Customer Prepayments1:52
Track Customer Prepayments3:24
Billable Costs: Intro1:40
Record a Billable Cost1:49
Unbilled Time and Expenses Reports2:41
Invoice a Customer for a Billable Cost1:32
Bad Debt: Intro2:03
Write Off Bad Debt Without Sales Tax2:20
Write Off Bad Debt With Sales Tax2:19
NSF/Bounced Customer Payments: Intro1:36
Record Bounced Check4:27
Reinvoice Customer for Bounced Check3:52
Retainage: Intro1:44
Withhold Retainage2:09
Invoice Retainage and Customer Balances2:24
Sales Troubleshooting1:08
Customer Under/Over Payments: Intro1:31
Customer Underpayment2:52
Customer Overpayment2:49
Transfer Customer Credit to Vendor2:27
A/R and Invoice Troubleshooting1:47
Apply Invoice Payment from Deposit2:35
Apply Invoice Payment from Payment1:11
Undeposited Funds Problems1:28
Apply Payments to Existing Deposit3:11
Group Multiple Payments Into Deposit1:28
Purchasing1:37
Recategorize Multiple Expenses/Checks1:14
Fixed Asset: Intro1:16
Enter a Fixed Asset you already Own1:31
Record the Purchase of a New Fixed Asset2:56
Loans: Intro1:35
Enter a Loan from a Previous Year1:02
Record a Loan to your Bank Account1:51
Record a Mortgage Loan for Purchase3:53
Pay Off a Loan1:23
Lines of Credit: Intro0:30
Receive Money from a Line of Credit1:53
Pay Off a Line of Credit1:57
Charitable Donations: Intro0:25
Monetary Charitable Donations1:30
Bill Payment Errors2:48
Apply Existing Check/Expense to BIll2:36
Close Paid Bill in QuickBooks1:30
Petty Cash: Intro0:59
Deposit Money to Petty Cash1:59
Spend Money from Petty Cash0:49
Reconcile Petty Cash1:39
Advanced Purchases1:48
Employee and Owner Purchases: Intro1:09
Set up Owner Equity Accounts2:20
Owner Purchases2:05
Owner Reimbursement1:23
Owner Deposits to Company Bank Accounts1:22
Owner Withdrawal from Company Bank Account1:56
Employee Reimbursement1:29
Employee Use of Business Funds2:30
Prepaid Expenses: Intro1:14
Record Prepaid Expense2:01
Distribute a Prepaid Expense2:47
Vendor Deposits: Intro0:56
Record a Deposit with a Vendor1:38
Use a Deposit with a Vendor2:24
Match Vendor Deposits to Payments1:28
Track Vendor Deposit Balance2:47
Record Installment Purchases: Intro0:49
Record Installment Purchases3:11
Refunds from a Vendor: Intro0:42
Record a Vendor Refund1:29
Record the Refund of a Vendor Credit1:59
Transfer Vendor Balance to a Customer3:02
Void Prior Year Checks: Intro1:46
Void Prior Year Checks: Journal Entries2:49
Void Prior Year Checks: Void Check0:57
Void Prior Year Checks: Reports0:44
Payroll0:39
Employee Loans and Advances: Intro0:45
Record the Loan to an Employee1:04
Set Up a Loan Deduction1:07
Deduct Loan Repayment from an Employee1:48
Payroll Journal Entries: Intro3:12
Payroll Journal Entries: Enter7:17
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