FIX YOUR QUICKBOOKS
4 PART WEBINAR SERIES

QuickBooks can do a great job of job-costing, tracking time, catching changes, analyzing sales and managing costs, but you need to tell it how to work for your contracting business.

Susan Sipe, QuickBooks Pro-Advisor and former AV Contractor spent years wrestling with
QuickBooks and has identified key processes that when set-up and used properly, finally get QuickBooks to provide the information you need to maximize profits and reduce costs.

The "FIX YOUR QUICKBOOKS" trainings drill straight into a QuickBooks company file showing you the problem and the solution.  Each 1.5 hour webinar will include 60 minutes of instructor training and 30 minutes of attendee questions.  Each training is accompanied with a Keystroke Guide giving you the steps to make it happen!

ALL 4 TRAININGS  $599

EACH TRAINING $159

Click here to register and
"Fix Your QuickBooks"


* Trainings earn CEDIA education credits towards your Business certification.




Training Toolz
"FIX YOUR QUICKBOOKS"
4 Part Training Webinar Series 
now available on Video


FREE OVERVIEW - 10 Things I hate about QuickBooks
Wednesday Sept. 27th 1-2pm eastern / 10-11am pacific

Free Overview shares the 10 things that cause problems getting meaningful information out of QuickBooks.  Some are in the default set-up, others have to do with process, most have to do with not knowing.  Join us for the 4 part webinar series where we’ll "Fix Your QuickBooks and Grow Profits".   
Register for free:  10 Things I hate about QuickBooks
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Part 1: FIX YOUR SET-UP

Friday July 21st 11am - 12:30pm pacific
Starting with QuickBooks "Preferences", we'll fix the app's set-up parameters to better function for your contracting business model.  Next expand your "Chart of Accounts" to identify your profit centers.  Show you how to standardize your "Items list" and map them to your new Chart of Accounts.  We'll also navigate you through creating new Payroll Items to monitor labor costs.  This will Fix the framework of your QuickBooks app.

- Change preference settings for Contractors business model
- Modify your Chart of Accounts to track profit centers
- Set-up Items list and standardize data-entry
- Automate “Item” usage in Sales, Purchasing, & Installation
- Create Payroll Items that tag Jobs for true labor costs



Part 2: FIX YOUR DEPOSIT AND RMR INVOICING

Correctly invoicing for a percentage of a Job verses tracking the delivering of product and labor is where almost all QuickBooks Users go down the wrong path.   Learn how to properly set-up the customer's account to separately track and reconcile the Contract's Payment Schedule and the actual product and labor provided to the Job. Create "Groups" to expedite the entry of pre-engineered product solutions.  Save "Memorized transactions" to automate your RMR and Monitored Services invoicing and reconciliation.

- Properly invoice Customer Deposits and Percentage Invoices         
- Create Deposit Liability account to monitor customer payments
- Separate the Billing Estimate from Product & Labor Estimate
- Make “Item Groups” to expedite entry pre-engineered solutions
- Automate billing of RMR & Monitored services


Part 3: FIX PRODUCT DELIVERY AND ORDERING

Tracking actual product delivered to the job is a crucial step in catching Change Orders and fulfilling the Contract.  Now that you've learned to separate out your customer progress invoices, we'll show you how QuickBooks can help you automate the Ordering of product across multiple Jobs.  Learn methods to Stage for the Job that controls inventory and catches Change Orders.

- Create Purchase Orders from Estimates
- Use Sales Orders to consolidate your product orders
- Receive Vendor Bills and confirm discounts
- Stage the Job and eliminate unnecessary go backs
- Track Job Completion

Part 4: FIX YOUR SALES AND COST TRACKING

Now we're getting to the good stuff, the ability to see your TRUE Sales, Costs and Profits simply by running a report.   Before we run our reports, we'll learn how to enter time against the Job and invoice for every minute provided.  Apply Customer payments and run reports to see how our Contract compares to the actual product and labor delivered.  We'll also save reports that will help you forecast your Sales and Cash Flow demands. 

- Enter time by Job and labor phase to monitor labor costs
- Apply Deposits and catch missed Progress invoices     
- Catch Change Orders and bill in time to get paid  
- Predict Labor demands and control overages
- Run meaningful Sales and forecast Cash Flow