Course curriculum

    1. Setting up your Company File:

      FREE PREVIEW

    2. Customers, Sub-customers & Projects

      FREE PREVIEW

    3. Projects Dashboard Explained

    4. Naming Your Projects in QuickBooks Online

      FREE PREVIEW

    5. Show off your Project Dashboard

      FREE PREVIEW

    1. Creating Your Items

    2. Common Fields Across Products & Services

    3. Sales Information Vs Purchasing Information

    1. Converting Classes to Projects

    2. Converting sub-customers into projects:

    1. Progress Invoicing

      FREE PREVIEW

    2. Recording a Client Deposit in QBO Projects

      FREE PREVIEW

    1. Hourly Cost Calculator

    1. Track Employee Time for Job Costing Overview

    2. Mapping Payroll Items in TSheets

About this course

  • $250.00
  • 16 lessons
  • 2 hours of video content

Learn Projects

Discover the benefits hidden in QuickBooks Online Projects.

  • How to Setup QuickBooks Online Projects

  • Learn the differences between Customers, Subcustomers, & Projects

  • Job Costing vs Project Costing

  • Common Errors & Solutions

Projects Dashboard

Learn how to capture the data that is important for your business

  • Employee Profitability

    Digital time tracking for employees

  • TSheets Tutorials

    Assign time worked to specific projects in QuickBooks Online

  • Customized Reporting

    Generate customer invoices from billable time tracked in TSheets

FAQ

  • What Version of QuickBooks Online is this for

    Projects is part of QuickBooks Online Plus and QuickBooks Online Advanced. You must have one of these two subscription levels to use Projects.

  • Do I have to use TSheets to make Projects work?

    No, Projects can be used with our without TSheets for time tracking, although we do recommend using it.

  • I do payroll outside of my QuickBooks Online subscription, will this course still help me?

    Yes, During this course we cover the primary settings focused around QuickBooks Online Projects and will cover the different ways it can be used with and without payroll directly connected to the company file.

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