Workshop Wednesdays

Job Costing Series Part 3: Capturing costs the right way


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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

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Workshop WednesdaysBy Dan DeLong and Rachel Dauchy