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Understanding Projects in QuickBooks Online with Jackie Meyer, CPA, CTC
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- čas přidán 6. 08. 2024
- Jackie Meyer, CPA, CTC of Meyer Tax Consulting LLC, explains Projects - also referred to as "job costing" - in QuickBooks Online. Go here for more information: intuit.me/2JoYqb7
I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!
You are very beautiful and wise with great presentation skills. Love your content
Will keeping track of time of a contractor who charges hourly and at the same time splitting his check according to how much time spent at each job double the cost of the job? Could I stop splitting the check and just track time to get a more accurate number of the job cost for projects?
Question: is there a feature on QB online that we can attach Project contract on the Project created?
Hi, can I split a bill among different projects to calculate project profitability when one service/product is used on different projects?
Is there a way to automatically defer projects in process?
What is the easiest most automated way to compile the project revenue and costs then to recognize revenue and costs on the income statement upon project completion? So accumulating the project costs on the balance sheet until the job completion.
How to add project & worker tab
Accounting Firm Influencer and Job Costing and Valu Pricing as compared to actual costs per job
is a job profitable, what is PM, is cost est accurate, is unexpected change going to be able t be identified early on in the process or will client costs have to be written off becuz we did not see the costs going sideways, like if they started a new business have a sole proprietorship sched c, or they had a huge like kind exchange transaction that they did not tell us about, when we started the tax prep, having to write off that time cuz we did not have that discussion with the client, now we can with the QB project feature, job costing.
Nice presentation
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.
im pretty sure you answered this mid-tutorial. but just to clarify: is there any way possible to add alreading existing transactions, invoices, expenses sales etc to a newly created project? Thanks in advance
You have to manually re-allocate each item. I'm hoping we get mass re-allocation in 2020!!! That will make Projects ideal to use.
Meyer Tax CPA we have the same issue so we create the project first and then add to project to create and invoice in the project
4 years later I think this issue is still not resolved ?
I have the same question as terrllinc22! Thank you.
I have bills that aren't being attached to a project, why is that
"no additional cost for projects" -- that's not true. You have to be paying for plus, which is $70/mo vs $12/mo
i am freaking out, I just set up an attorney office, they have alot of one time clients and we make projects for them,, we may never see this client again so we want to make Customer inactive,,, BUT guess what , you can't make a Customer inactive if projects are linked to Customer ,,, HOLYYYYY COW that is a Major problem to several of my clients
You probably shouldn't use projects, Probably just clients. With clients as "projects" maybe try using sub-clients in cases where you have multiple projects for one client. If you havn't already done so I'd do the ProAdvisory training (QBO Training > Adv Cert> Adv. Categorization). Might help...
Also, if you've got some IOLA stuff here is a decent book.. Schwartz, Caren. QuickBooks for Law Firms: Smart Techniques That Will Save Time and Money (Kindle Locations 1031-1033). The Sleeter Group. Kindle Edition.
Mark it as complete and make a note
5 straight minutes of talking about things no one cares about. get to the point
SERIOUSLY
Yes!!!!!!