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Does quickbooks automatically add the percentage in fees to the invoice amount or do you have to do that yourself ?

I'm constantly being told I should not be using the progress invoicing to collect a pre-payment or deposit. Any idea why?

hi. can we assign like a job order number to the project. thanks

Great information but my customer sent me a ACH payment and I never even sent them any information or signed them up. How do I find the money and it was already taken out of their account?

What about a "one man band" contractor? Would it be helpful for him to track his time this way, or only with employees?

TLDR: QuickBooks Online's new project module allows small businesses to track job profitability, manage projects, and refine estimates to focus on generating more revenue. 00:00 📊 Mike from Mack Financial Group is starting a CZcams series on job costing for small businesses, focusing on the new project module in QuickBooks Online for tracking job profitability in construction and landscaping. 01:40 🔧 Enable project tracking in QuickBooks Online by going to account settings, turning on the project feature, and accessing the project section in the navigation bar to view a list of all your projects. 02:35 📊 Filter and convert project details, adjust cost rates, and send estimates before creating a project in QuickBooks Online, then create and send an estimate to a potential customer and proceed with the work once accepted. 04:40 📊 Utilize QuickBooks Online to create and manage projects, track income, expenses, and profit/loss in real time, and generate detailed transaction and project reports. 06:33 📊 Create and send an invoice with correct rates and services to show project income in QuickBooks Online. 08:45 💡 Assign expenses to a project in QuickBooks Online by creating an expense, choosing the payee, and selecting the customer project section. 10:29 💡 Job costing in QuickBooks Online helps businesses track costs and profits, refine estimates, and focus on areas that generate more revenue. 11:51 👍 Filter completed projects in QuickBooks Online, more detailed tutorials on budgeting and time tracking coming up.

Can I request a deposit straight from creating an invoice without creating an invoice?

hi. I was trying following all the step you have explained in the video and any amount I put on the invoice increase the total amount that is on the accepted estimate. Could you please help why this happened? Thanks

What version of QBO do you need (Essential, Plus, Advanced) for job costing?

Thanks for the video. I was wandering why a customer paid money to a wrong account? Now I see what needs to be corrected.

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Do you know how long it takes for a cc payment to deposit after client receives invoice and pay?

Is there a way to change the total estimate cost if there are unexpected problems or charges?

thank you I am a newbie at Quick books and this helps me to see how my customers can pay online.

so you have an accepted estimate for the year, with quarterly estimate billing and the client pays that. Now you want to send them a more detailed monthly invoice showing exactly what they have purchased/consumed that month, with credit for what they have paid. How do you do taht?

Hey, can you have the labour in the reports? How would I take something like caulking (we stock as inventory) out of inventory to add as an expense to the project?

is it possible to add a positive +$ like a change order to the project? is there an "additional cost" cell?

Thanks for sharing! If we turn off show billable rate where do we enter the billable rates?

Where can I find an authorization form and is there anyway to embed in to the invoice or is there a button that the customer can click on that approves payment authorization?

We are a construction company looking for more Job Costing capabilities. We need labor/payroll hours to be included in these costs. What version do you recommend Plus or Advanced? Also, is this only available on online versions and not desktop? Thank you for your videos!

Can you add a payment link to a statement? How do you make QB not record the payment as a sale?

Great tutorial! All my bookkeepers have been doing it wrong all these years and it's really very simple! Thank you!

In order to set up for receipts via ach must invoices be emailed as opposed to regular mail with payments link indicated on invoice

Quickbook is good for invoicing but a bit tricky. On the other hand, InvoiceBerry is simpler, more user-friendly, and has more features for easy invoicing.

Quickbooks online support said they don’t offer payment links to receive payment so we have to connect to a third party app. Did you connect to a third party app to get your payment link available? If yes is it the Square I saw or a different third party app?

I'm glad I found this video! You explained it well. Thank you for your help!

Thank you so much for sharing the tutorials! I just started learning how to use quick books at work ! God bless you!🙏🏼🙏🏼🙏🏼👌👌👌

Can I use this to collect payment from customers that barrow loan from me?

What happens when the job changes after a deposit has been taken? My jobs rarely end up exactly the same from Estimate to Invoice.

Excellent! Thank you very much!

Thanks. Great video!

Question . How do you received payments when it’s just partial payment and not confuse it with any other income. Invoice for 2k Received 1k

Hi. After creating the project, how can I assign the different costs from my linked checking acct?

Amazing job. Thanks for sharing. We earned so much time and great option for financial follow up.

THANK YOU. Exactly what I needed.

Can't HEAR him even at 100% volume

Can you discuss change orders that could occur and impact the estimate and invoice amounts?

we got a refund from home depot on a project and it was entered as a deposit against the correct COGS expense. I am having a hard time finding where I can input the project in order to associate it with this QBO deposit though.

Do you always have to toggle the Progress Invoicing with to ON every time? My switch keeps turning off. I'm also never seeing the "how much do you want to invoice" window.

I am new to projects and my overview tab is missing ! Do you know what i have to do to get it to show up so we can see our information

This was very good. Thank you.

Hi, can i use quickbooks as a payment gateaway for my shopify store so my customers can pay their orders with credit card at the checkout section ? Thanks

Does this work the same with Enterprise version?

Thank you. Just what I was looking for

I do not have the line project on my inline Quickbook ? is that a different subscription?

I appreciate your information on creating a custom amount for the progress invoicing. QB didn't answer my question, but you did; and thoroughly. I also like the speed of your content. it helps me to watch, listen, process and take notes. Thank you so much.

I had a regular version of Quickbooks and upgraded to Pro. While with the regular version, I was able to use Quickbooks online payments. Since I have upgraded, I am denied the Quickbooks debit card and the ability to link my bank account to online payment services through QB. They do not approve me. Also, money that has been sent to me was refunded to my customers because of this before I was notifie. . How do I fix this problem? Customer Service was unhelpful.

I do not see the instructions for use tax. I buy some items for office use, and there is no sales tax when the purchase transaction occurs. So Texas makes the owner to pay use tax for this item.

how do you add taxes to the bills from vendor and bill customers?

OMG! Thank you so much for this! I had been searching weeks trying to figure out if there was a way to do this and everyone I watched said there was no way to split invoices. THANK YOU THANK YOU THANK YOU!!