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所在平台: Udemy |
课程主页: https://www.udemy.com/course/projects-progress-invoicing-job-costing-in-qbo/
课程评论：没有评论
**课程名称：** QuickBooks Online (QBO) 中的项目、进度开票与工料成本核算 **课程概述：** 本课程旨在教授学员如何利用 QuickBooks Online (QBO) 中新增的项目中心功能，有效管理建筑业及其他项目导向业务的账簿。您将学习到如何创建和关闭估价单、将估价单转化为发票、处理变更单、进行进度开票（包括收取定金和分期付款）、开具客户对账单、处理银行存款、将工料费用计入客户账单，以及创建用于薪资和费用工料成本核算（及类别成本核算）的日记账分录。此外，课程还将涵盖如何创建零工资单来记录所有者的时间、运行工料成本核算报表、扣除保留款以及计算在制品（WIP）。 **学习目标：** 完成本课程后，您将能够： * 识别项目中心中用于管理建筑业及其他项目导向活动的各项功能。 * 描述向客户发送估价单和里程碑式发票的流程。 * 识别各种工料成本核算报表。 * 确定将费用分配给客户以进行工料成本核算和开票的步骤。 * 回顾计算人工成本的各种方法。 * 描述管理客户定金、保留款和在制品（WIP）的流程。 **课程难度：** 中级 **课程时长：** 3 小时 **学习领域：** 计算机软件与应用 **交付方式：** QAS 自学 **适合人群：** * 从事现场服务的企业。 * 撰写估价单、投标项目、收取预付款、在工作完成时收取分期付款，并希望确定哪些服务和客户盈利能力最高的企业。 * 希望提升技能的记账员和会计师。 **先修准备：** 无 **课程描述：** 如果您从事的是贸易行业，可能会觉得 QuickBooks 晦涩难懂。然而，QuickBooks Online 新增的项目中心为您提供了管理建筑业及其他项目导向业务账簿所需的工具。Royalwise 设计了本课程，专门针对建筑业和项目导向型工作。QBO 能够帮助进行成本会计，包括工料合同、完工百分比法以及概览型盈利能力报表。我们将涵盖估价单、进度开票、变更单、收取定金、接收分期付款、对工料进行计费以及工料成本核算。我们还将涉及建筑业特定的开票问题，包括保留款和在制品（WIP 报表）。立即报名，您将能够自信地使用强大而全新的项目中心，快速轻松地管理所有财务和交易，从而轻松保持条理、运行报表并跟踪您的项目进度。
QuickBooks Online's Projects Center has new tools for construction and project management bookkeeping, including Estimates, Progress Invoicing, and Job Costing.You'll learn about:ProjectsCreating estimatesClosing estimatesConverting estimates to invoicesHow to track change ordersDoing progress invoicingTaking depositsTaking partial paymentsIssuing customer statementsMaking bank depositsMaking time and materials expenses billable to customersCreating Journal Entries for payroll and expense job costing (and class costing)Creating $0 Paychecks for Owner's timeRunning job costing reportsSubtracting RetainageCalculating Work-in-Progress (WIP)After completing this course, you will be able to:Identify the features in the Projects Center to manage construction and other job-based activityDescribe the process to send estimates and milestone invoices to clientsRecognize a variety of job costing reports.Identify the steps to assign expenses to clients for job costing and invoicingReview a variety of methods to calculate labor costsDescribe the process for managing client deposits, retainage, and WIPInstructional LevelIntermediateCourse Length3 hoursField of StudyComputer Software & ApplicationsDelivery MethodQAS Self StudyWho should take this class?Businesses who work in the fieldBusinesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profitBookkeepers and Accountants who wish to brush up on their skillsAdvance PreparationNoneQuickBooks Online's Projects Center Course DescriptionWhen you work in the trades, QuickBooks® may seem daunting. However, QuickBooks Online's new Projects Center has the tools you need for construction and other project management bookkeeping.Royalwise has designed this class to be specific to construction and project-based jobs. QBO helps with cost accounting, including time & materials contracts, percentage of completion, and at-a-glance profitability reports. We'll cover Estimates, Progress Invoicing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing.We'll also touch on construction-specific billing issues including Retainage and Work-in-Progress (WIP reporting).Sign up now so you can learn to confidently use the amazing new Projects Center to quickly and easily manage all of your finances and transactions, making it easy to stay organized, run reports, and track your progress.
