Udemy

QuickBooks Online for Contractors

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  • 1,269 Students
  • Updated 8/2025
4.6
(235 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
6 Hour(s) 31 Minute(s)
Language
English
Taught by
Mark Smolen
Rating
4.6
(235 Ratings)

Course Overview

QuickBooks Online for Contractors

Everything A Contractor Could Need When Using QuickBooks Online

Would you like to go quickly from beginner to expert for everything that contractors could need when using QuickBooks Online? This ground-breaking new course will give self-employed contractors and construction companies everything they need in QuickBooks Online. With this course, you can easily keep financial records of a company that has contracts for physical and intellectual work done over a period of time, for clients who pay as the work is done.

Self-employed contractors and their bookkeepers have unique challenges that relate to the bookkeeping and record keeping requirements. This type of company has more data to keep track of and report on than most other types of companies.

These features in QuickBooks Online can be used for any other type of company that needs to: Track time by job, allocate cost by job and use the percentage of completion method of progress invoicing, bill clients for job expenses and time of subcontractors.

This special and revolutionary QuickBooks Online video course shows each action that any contractor would need to take while servicing clients as well as tracking costs, progress and profits. You don’t need any prior knowledge of QuickBooks Online, Computers or Bookkeeping in order to start this course. Everything you learn is shown with a clear, step-by-step explanation that makes learning easy and fun.

This course starts with the most basics of the set up and builds slowly until you are an expert in QuickBooks Online regarding everything contractors could need when keeping financial records.

I have helped thousands of contractors with these helpful and easy to follow bookkeeping techniques. They are easy to understand and simple to execute. They will definitely work for you!! This QuickBooks Online course is guaranteed to show every possible type of transaction and situation that a construction/renovation type of company, or any tech company that bills over time-based contracts, could need to enter into QuickBooks Online. It has basic, step by step directions that are fool proof!!

This QuickBooks training course will show you every possible thing that QuickBooks can do for a contractor company. You will learn in QuickBooks how to:

Choose What Type Of QuickBooks Online Account To Use

Input The Specific Chart of Accounts That A Contractor Would Need In QuickBooks

Navigate The QuickBooks Online Interface

Set Up And Manage The QuickBooks Online Items List For Contractor Use

Set The QuickBooks Online Account Settings And Options That Contractors Need

Create Estimates From Contracts, Create Invoices From Estimates

Use "Progress Invoicing", To Track The Progress Of Jobs

Create And Manage Change Orders

Record Receiving Deposits From Customers / Clients

Find Everything Input In To The QuickBooks Online Account

Determine Profit Or Loss By Job

Bill Customers For Reimbursable Expenses

Track Workers Time

Bill Clients For Workers Timesheets And Time Slips

Record Retention Withholdings and Bill For Retention Payments

Bill Clients For Remaining Retainage Paymnet

Make A Budget By Job And See Budget V.S. Actual Transactions

Find Job Invoices By The Bills They Were Placed On

Use Expense Items And 2-Sided Items When Billing Clients

Use Billing Items From The American Institute Of Architechs

Have Options To Enter A.I.A. Billing In To QuickBooks


The most helpful part, is that you should contact me immediately to address any question, issue or concern you have about the course.

I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark

Course Content

  • 4 section(s)
  • 33 lecture(s)
  • Section 1 Introduction
  • Section 2 Advanced Billing Issues
  • Section 3 Evaluation Section
  • Section 4 Bonus Section

What You’ll Learn

  • Everything In QuickBooks Online That Any Contractor Could Possible Need
  • Choose What Type Of QuickBooks Online Account To Use
  • Input The Specific Chart of Accounts That A Contractor Would Need In QuickBooks
  • Navigate The QuickBooks Online Interface
  • Set Up And Manage The QuickBooks Online Items List For Contractor Use
  • Set The QuickBooks Online Account Settings And Options That Contractors Need
  • Create Estimates From Contracts, Create Invoices From Estimates
  • Use "Progress Invoicing", To Track The Progress Of Jobs
  • Create And Manage Change Orders
  • Record Receiving Deposits From Customers / Clients
  • Find Everything Input In To The QuickBooks Online Account
  • Determine Profit Or Loss By Job
  • Bill Customers For Reimbursable Expenses
  • Track Workers Time
  • Bill Clients For Workers Timesheets And Time Slips
  • Record Retention Withholdings and Bill For Retention Payments
  • Cost Per Item Unit For Materials Used
  • How To Bill For Retention And Record Retention Payments
  • Anyone Who Needs To Make A Budget By Job And See Budget V.S. Actual Transactions
  • How To Find Vendors Bills By Job Invoice And Find Job Invoice By Vendor's Bills
  • Use Complex Items And Description Fields For Progress Invoicing Precision
  • Use American Institute Of Architecht's Items List For Multi-Million-Dollar Contracts
  • Use A.I.A. Billing In Conjunction With QuickBooks
  • Anyone Who Needs To Make A Budget By Job And See Budget V.S. Actual Transactions


Reviews

  • Q
    Qian Chen
    5.0

    Very Good Course, and this course is as good as his other courses here. The course is worth studying.

  • M
    Marcel Laurens
    5.0

    simple explanations for a new user - I suggest a multiple monitor setup to run the video on one monitor and QBs on the other

  • U
    Udemy User
    2.0

    Slow moving. I'd prefer the teacher walk through inputting info for my own business info rather than an example business.

  • M
    Misti Dawn McCalip
    5.0

    I needed help with something within the 2nd lesson and my question was answered almost immediately.

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