QuickBooks Job-Cost Accounting Training Workshops
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Online job-cost and management accounting workshops
Whether you’re a bookkeeper, business owner, experienced accountant, or you’ve just been ‘drafted’ into handling the company books, you CAN become a QuickBooks job-cost accounting expert! Diane Gilson shares years of job-cost and QuickBooks experience, training, and business coaching insights. Choose from more than 60 reasonably-priced individual classes that you can use to jump-start, upgrade, or master your job-cost accounting system.
Day or night, from the convenience of your home or office, you can learn how to turn your accounting system into a powerhouse of critical management information. Discover how to get to the numbers, and create the reports, that can make a REAL difference in your financial results!
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Is it time to make a change in your management accounting information?
- Why and How You Can Use a Financial Control Loop (1000/Level 3) 32 min
- How to Get the QuickBooks Job Cost Reports You Want (1005/Level 3) 30 min
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Initial decisions you need to make about your accounting system:
- Discover (and Get!) What You Want from Your QuickBooks Accounting System (1010/Level 2) 42 min
- Selecting the Best Version of QuickBooks (1100/Level 2) 20 min
- Analyze Your QuickBooks File in 35 Checkpoints (1105/Level 1) 58 min
- Coordinating a QuickBooks Startup or Remodel (1110/Level 2) 58 min
- Think QuickBooks Isn’t “Enough”? Options to Consider… (1115/Level 2) 24 min
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Optimal setups for running your QuickBooks accounting system:
- QuickBooks Computer System Layouts (1200/Level 1) 27 min
- Maintaining a Safe Home for Your QuickBooks Data Files (1205/Level 1) 43 min
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Customizing QuickBooks internal security &
setting Preferences for your company:
- Access to Your QuickBooks File: Controlling “Who Can Do What” (1300/Level 1) 16 min
- Protect Your QuickBooks Data From Loss, Corruption and Theft (1305/Level 1) 18 min
- Optimizing your QuickBooks Company File Preferences (1310/Level 1) 91 min
- Customizing Your QuickBooks Personal File Preferences & Icon Bar (1315/Level 1) 76 min
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Introduction & overview – How accounting systems,
processes & reports work in successful businesses:
- Accounting Crash Course I:
Information Flow & Reporting, Systems, Accounts & More… (1400/Level 1) 96 min - Accounting Crash Course II:
Income Measurement Methods, Special Accounts & More… (1405/Level 1) 76 min - Intro to QuickBooks Sales, Purchasing, Payroll & Banking Cycles (1410/Level 1) 103 min
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Understanding QuickBooks forms &
customizing them for your specific business:
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stablishing a Chart of Accounts that yields
essential, management-friendly financial reports:
- Essential Financial Reports: What Are They & Who Needs Them? (1420/Level 1) 29 min
- Building Your Chart of Accounts (1430/Level 1) 102 min
- Remodeling Your QuickBooks Chart of Accounts (1440/Level 2) 84 min
- Creating Accurate Opening Balances (1500/Level 1) 107 min
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Designing your detailed job-costing elements in QuickBooks:
- The Item List: Secret to QuickBooks Job Costing (1600/Level 1) 72 min
- Cleaning Up QuickBooks: Items, Payroll Items, & Prior Tax Returns (1605/Level 2) 66 min
- Building, Organizing, & Managing Your Customer:Job List (1610/Level 1) 24 min
- Advanced Techniques to Create Critical Job Analytics (1615/Level 2) 73 min
- Creating & Maintaining Vendor Records (1625/Level 1) 43 min
- Overview & Concepts: Time Tracking & Payroll (1630/Level 1) 72 min
- Primary Background Supporting Lists (1635/Level 1) 44 min
- Creating Custom Fields in QuickBooks (1640/Level 1) 47 min
- Importing Information into your QuickBooks file (1650/Level 1) 41 min
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Easier, Faster, Better –
Attaining greater efficiency & effectiveness with QuickBooks:
- QuickBooks Tips, Hints, Insights, and Techniques (2000/Level 1) 111 min
- QuickBooks “Extra’s”: Features Advanced Users Should Know About (2010/Level 2) 71 min
- Running an Effective & Efficient Back Office (2020/Level 1) 68 min
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Using Estimates & Purchase Orders to
manage and increase your bottom line:
- Controlling Results with Estimates & Change Orders (2100/Level 2) 107 min
- Job Allowances: Estimates, Tracking, Reporting & Billing (2110/Level 2) 44 min
- Controlling Costs with Purchase Orders (2140/Level 2) 84 min
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Entering and controlling costs:
- Entering, Printing, & Controlling Checks (2300/Level 1) 91 min
- Entering Bills and Vendor Credits (2305/Level 1) 65 min
- Processing Bill Payments (2310/Level 1) 44 min
- Managing Bills in QuickBooks (2315/Level 2) 48 min
- 77 Tips & Techniques To Improve Your Cash Flow (2318/Level 2) 15 min
- Big Ticket Purchases & Depreciation (2325/Level 1) 57 min
- More Than One Company? Unique & Complex Transactions (2330/Level 1) 19 min
- Accounting for the Owners’ Personal Expenditures and Contributions (2335/Level 1) 43 min
- Credit Card Transactions: The Mini-Accounts Payable System (2340/Level 1) 36 min
- Inventory Overview: Intro to Inventory Concepts (2350/Level 1) 35 min
- Computing & Assigning Equipment Costs To Jobs (2355/Level 2) 65 min
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ntering, controlling, and adjusting income:
- Bank Deposits, Draws & Loans (2505/Level 1) 16 min
- Invoicing Basics: Fixed Price, Progress Invoicing, Time & Cost,
Customer Deposits, Retainage, Change Orders (2520/Level 1) 75 min - Advanced Invoicing: Special & Complex Invoicing Scenarios (2525/Level 2) 53 min
- Accepting payments, crediting customers and processing refunds (2530/Level 1) 19 min
- Accounting For Job Closings (2535/Level 2) 50 min
- Intro to Accounting for Long-Term Contracts, Spec Homes, & Lots (2600/Level 2) 66 min
- Adjusting income and cost for spec homes, lots, completed contract and other jobs (2610/Level 2) 70 min
Preparing & delivering standard & job-cost reports to management:
Accuracy counts –
Checking, balancing, fixing & finalizing your work:
Just follow-the-numbers:
Becoming an expert with software and accounting begins by walking through a series of “building block” learning steps – so the entire workshop series has been sequentially numbered. You can therefore follow-the-numbers through a logical, progressive sequence that will help you build your expertise, step-by-step-by-step.
Note: If there’s a special topic that you want to view immediately, you can go straight to that specific workshop. If you find that the class refers to underlying elements that you’ve skipped over, you’ll likely need to go back and fill in the missing classes. Although looking back at previous classes is a terrific way to reinforce or review material, I don’t encourage skipping ahead as a regular practice because the seminars are designed to build upon each other. …
Workshop levels:
Levels have also been added to help indicate experience, need, and/or level of responsibility. For example, if you really want to get a basic job-cost system in place as quickly as possible, you could start with the Level 1 seminars, and then proceed into the Level 2 advanced workshops.
Level 3 workshops focus primarily on higher-level business, financial management, and profit-building concepts.
- Click here to see just Level 1 (Bronze) workshops
- Click here to see just Level 2 (Silver) workshops
- Click here to see just Level 3 (Gold) workshops
Continuing Education credits
NARI (the National Association of the Remodeling Industry) has approved our presentation-content classes for their Continuing Education Units. Credits are granted as .1 unit per 50-minutes of presentation time. Qualifying sessions include all financial management, accounting, and marketing seminars; it does not include coaching, showcase or networking sessions.
For More Specifics…
- About the development of these workshops: please visit the About page
- About the CAMP subscription program: please visit the CAMP Frequently Asked Questions page
- If you’ve reviewed the FAQs and still have additional questions, or if you would like to call or e-mail us directly: please visit the Contact page.

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