This course runs for a duration of 1 Day.
The class will run daily from 9 AM CT to 3:45 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
This hands-on course is designed for users who want to leverage QuickBooks Online’s Projects feature for tracking job profitability, managing client work, and improving financial visibility. Whether you're a contractor managing multiple jobs, a consultant juggling billable projects, or a small business owner seeking clearer insights, this course will show you how to structure your workflow using job costing principles inside QuickBooks Online.
You'll learn how to set up customers, vendors, and contractors for accurate cost allocation, enter and assign transactions, generate project reports, and export key financial data to Excel for enhanced analysis and charting.
Who Should Attend
Small business owners, project managers, or contractors who want to track profitability by job or project
Consultants and service providers managing billable work
Bookkeepers or staff responsible for customer or project-related reporting
Users transitioning from QuickBooks Desktop with prior job costing workflows
Anyone using QuickBooks Online Plus or Advanced seeking to unlock the full potential of the Projects feature
Projects vs Job Costing in QuickBooks Online
Job Costing using Customers and Sub Customers
Projects in QuickBooks Online
Impact on Financial Reports
Considerations and Best Practices
Setting up Customers Vendors and Contractors for Projects and Job Costing in QuickBooks Online
Creating a Customer in QuickBooks Online
Create a Sub Customer for Job Costing in QuickBooks Online
Creating a Vendor in QuickBooks Online
Creating an Employee or Contractor in QuickBooks Online
Using Projects and Job Costing in QuickBooks Online
Turn on Projects and Creating a New Project in QuickBooks Online
Add or Change the Customer Assigned to a Project
Add a New Transaction to A Project
Add a New Transaction for a Sub Customer
Add Expenses to a Project
Bill an Expense to a Sub Customer
Add Existing Time Sheets to a Project
Add Existing Invoices to a Project
Projects and Job Costing Reports in QuickBooks Online
Track Your Labor Costs
Project Reports
Create a Custom Profit and Loss Report for a Sub Customer Job
Create a Custom Balance Sheet Report for a Sub Customer Job
Exporting and Charting Data in Projects and Job Costing Reports from QuickBooks Online to Excel
Exporting Lists from QuickBooks Online to Excel
Exporting Reports from QuickBooks Online to Excel
Data Analytics with List Data in Excel
Data Analytics with Report Data in Excel
Participants should have completed either QuickBooks Online Level 1: Fundamentals Track or QuickBooks Online Level 1: Fast Track , --OR-- possess equivalent hands-on experience. A working knowledge of income and expense tracking in QuickBooks Online is required. Familiarity with basic accounting concepts.
