Home » QuickBooks Training Workshops – List of Primary Classes » Job Allowances: Estimates, Tracking, Reporting & Billing (2110/Level 2)

Job Allowances: Estimates, Tracking, Reporting & Billing (2110/Level 2)


Add to Cart (click picture)

This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts. ….$27


Job Allowances:  When Your Customer’s Choices
Become Your Bookkeeping & Reporting Responsibility

Approximately 44 minutes:

  1. Job Allowances: What are they – and why are they used?
    • Allowances:  empowering the customer to make their own choices
    • Examples of allowances
    • 3 primary reasons that builders utilize allowances
  2. Accounting considerations regarding job allowances
    • Vendor-builder-customer contract arrangements (examples)
    • The sensitive nature of allowances
    • Complexities of allowances create more accounting and reporting work
  3. Special items and jobs for job allowances?
    • Items you’ll need to add
    • Separate job for allowances?
  4. Examples:
    • Creating an Estimate using allowances
    • Converting the Estimate into a Purchase Order
    • Tracking, recognizing, and invoicing for over and under-use of allowances
    • Reporting results

  

Learn how to access all of these workshops + live monthly QuickBooks coaching and training