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Master cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes.
"Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!"
00:00 Introduction and Casual Start
00:46 Sponsor Mention and Series Overview
01:20 Discussion on AI and Intuit's Integration
08:18 Concerns About AI and Data Security
13:47 Job Costing Series Recap
14:58 Capturing Job Costs Effectively
19:18 Managing Client Expenses and Communication
24:33 Best Practices for Cost Codes and Invoicing
26:41 Technical Difficulties and Cost Codes
27:31 Job Costing and Reimbursable Expenses
32:59 Purchase Orders and Third-Party Integrations
34:41 Handling Reimbursed Expenses
38:53 Best Practices for Capturing Costs
45:54 Importance of Payees and Vendor Names
48:26 Final Thoughts and Upcoming Events
By Dan DeLong and Rachel DauchyMaster cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes.
"Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!"
00:00 Introduction and Casual Start
00:46 Sponsor Mention and Series Overview
01:20 Discussion on AI and Intuit's Integration
08:18 Concerns About AI and Data Security
13:47 Job Costing Series Recap
14:58 Capturing Job Costs Effectively
19:18 Managing Client Expenses and Communication
24:33 Best Practices for Cost Codes and Invoicing
26:41 Technical Difficulties and Cost Codes
27:31 Job Costing and Reimbursable Expenses
32:59 Purchase Orders and Third-Party Integrations
34:41 Handling Reimbursed Expenses
38:53 Best Practices for Capturing Costs
45:54 Importance of Payees and Vendor Names
48:26 Final Thoughts and Upcoming Events