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QuickBooks for Contractors: Sales Orders & Purchase Orders

Description:

In this video we show to you how QuickBooks for contractors: sales orders & purchase orders works

 

Video:


Table of Contents:

  • 00:00:18 – QuickBooks Desktop (sales orders) (additional customization) (order acknowledge) (create series of items) (example)
  • 00:01:31 – Create new vendor (use as subcontractor)
  • 00:01:44 – Item list (create new service item) (hourly contract labor) (this service is used in assemblies or is performed by a subcontractor or partner) (example)
  • 00:04:04 – Edit item (subitem of)
  • 00:04:54 – Create new group item (add both service item contractors into the group item) (example)
  • 00:05:44 – Create sales orders (group item)
  • 00:06:38 – Preview order acknowledge
  • 00:07:09 – Create purchase order (create purchase order for selected items) (specify purchase order quantities for items on the sales transactions)
  • 00:07:43 – Contractor work order (customize data layout) (additional customization)
  • 00:09:08 – Reports (custom reports) (modify report: custom transaction detail report) (filters)
Hector Garcia

Hector Garcia

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