Closing the loop: the estimating to job costing process using QB

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NARI University Webinar

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Closing the loop: the estimating to job costing process using QB

Too often, successful estimating done outside of QuickBooks leads to ineffective job costing in QuickBooks because the system for building the estimate doesn’t match your QuickBooks setup. Learn how to start from your estimating system, build a parallel job costing system in QuickBooks, enter data correctly, and follow through with useful job cost reports. If you’re not using estimates in QuickBooks now, see what they can do for you. If you’re not confident about the accuracy or completeness of your job cost reports, learn how to improve them. If your invoices show too much, too little, or just don’t look the way you want them to, find out how to modify them so they work for you.

  1. Discover how to create an appropriate match between the way you estimate and the way you job cost
  2. Follow the steps in QuickBooks from entering an estimate to creating (and making sense of) the job cost reports

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NARI University Webinar

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