Job Costing Series Part 2: Clean Setup That Scales

12/11/2025 50 min Temporada 5
Job Costing Series Part 2: Clean Setup That Scales

Listen "Job Costing Series Part 2: Clean Setup That Scales"

Episode Synopsis


Learn scalable setup with Dan and Shanna! Discover naming standards, account structures, and how to organize Products/Services for efficient job costing in QBO. "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 Welcome00:43 Job Costing Fundamentals Recap01:06 Setting Up Job Costing in QuickBooks01:32 Standardizing Practices Across Clients02:51 Naming and Organizing Projects04:19 Understanding Change Orders07:13 Tracking Change Orders in QuickBooks12:23 Estimating in QuickBooks Online vs Desktop17:16 Chart of Accounts Setup25:48 Tracking Time and Labor Costs34:30 Using Purchase Orders and Advanced Features42:48 Bookkeepers for Contractors Group (B4CG)47:39 Conclusion and Next Steps