Course curriculum

  • 01

    Introduction

    • 5 Create QuickBooks Online Account

    • 510 Desktop Create QuickBooks File

    • Quickbooks 10 Project Overview

    • Documents to Download

    • Backup Files

  • 02

    Set Up Jobs / Projects, Billable Expenses & Items

    • Quickbooks 515 Jobs, Sub Customers, Projects

    • 515 Desktop Set Up Jobs, Items, & Accounts

    • 517 Desktop Enter Job Estimates

    • Quickbooks 516 Settings Billable Expenses

    • Quickbooks 518 Add Projects

    • Quickbooks 519 1 Add Cost of Goods Sold Accounts

    • Quickbooks 519 2 Add Items Products & Services

  • 03

    Enter Beginning Balances for Jobs & Accounts

    • Quickbooks 520 Enter Beginning Balances For Jobs & Accounts Part 2

    • Quickbooks 521 Enter Beginning Balances For Jobs & Accounts Part 2

    • Quickbooks 523 Enter Beginning Balances Other Accounts

    • 520 Desktop Enter Beginning Balances For Jobs & Accounts

  • 04

    Applying Raw Materials to Jobs

    • Quickbooks 525 Purchase Raw Materials On Account

    • 525 Desktop Purchase Raw Materials On Account

    • Quickbooks 530 Raw Materials Used & Applied to Job

    • Quickbooks 531 Raw Materials Used & Applied to Job Part 2

    • 530 Desktop Raw Materials Used & Applied to Job

  • 05

    Applying Direct Labor to Jobs

    • 540 Desktop Apply Direct Labor Cost to Jobs

    • Quickbooks 540 Apply Direct Labor Cost to Jobs

  • 06

    Applying Overhead to Jobs

    • Quickbooks 545 Apply Overhead to Jobs

    • 545 Desktop Apply Overhead to Jobs

    • Quickbooks 546 Apply Overhead to Jobs Part 2

  • 07

    Completing Job and Creating Invoice

    • 550 Desktop Record Completion of Job & Invoicing

    • Quickbooks 550 Record Completion of Job & Invoicing

  • 08

    Making Job Estimates

    • Quickbooks 565 Job Project Estimates

  • 09

    Theory Practice Problems in Excel

    • Quickbooks 120 Excel Problem Tracking WIP

    • 135 Desktop Excel Problem Tracking COGS

Description

This QuickBooks Job Costing course will provide the resources for learners to develop a solid understanding of job costing concepts and the tools QuickBooks provides to create an effective job costing system.

We will provide backup files for the desktop version so learners can jump forward in the practice problem or rework any component of the problem. The use of backup files is not a requirement of the course, however.

The course will start out by reviewing our objectives for a job costing system. We will get an understanding of the special needs related to job costing. Then we will discuss the tools QuickBooks software has to achieve those objectives.

We will learn how to create and use two-sided, or double-sided, items in our QuickBooks job costing system, a critical component to understand.

Learners will understand how to generate, analyze, and export to Excel job costing reports and financial statements.

Who this course is for:

Accountants

Business owners

Anybody who want to learn job costing in a practical way using popular software

Robert (Bob) Steele CPA CGMA CPI MStax

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.