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QuickBooks Online Projects & Job Costing

$495 | 1-Day Course

Learn how to track project profitability, manage costs, and analyze results in QuickBooks Online.

Course Overview

The QuickBooks Online Level 3: Projects & Job Costing course is a hands–on training focused on using QBO’s Projects feature to track job profitability, manage billable work, and analyze financial performance.

The class will cover the following topics:
  • Understanding the difference between Projects and traditional job costing in QuickBooks Online
  • Setting up customers, vendors, contractors, and sub–customers for job cost tracking
  • Assigning and managing project transactions such as expenses, time, and invoices
  • Generating project–specific financial reports including profit & loss and balance sheets
  • Using QuickBooks Online’s built–in tools to track labor and assign billable expenses
  • Exporting project and job costing data to Excel for advanced analytics and visualization
  • Applying best practices for project organization and cost allocation
  • Optimizing reporting and job profitability using the Projects feature in QBO Plus or Advanced

This course is ideal for contractors, consultants, project managers, and business owners who want to gain deeper insights and control over their project–based finances using QuickBooks Online.

Quickbooks Training

TARGETED FOR: Accountants | Bookkeepers | Business Owners

Learn from Professional Instructors and move forward in your field with industry-aligned Quickbooks training.

+ Full Course Details
Overview
  • This course provides practical training in QuickBooks Online’s Projects feature and job costing workflows for project–based businesses.
  • Students will learn to set up accurate cost tracking structures, assign transactions, and generate project reports.
  • Includes exporting and analyzing project data in Excel to support financial planning and insight generation.
Objective
  • Teach participants how to use the Projects feature to organize and manage job–based transactions in QuickBooks Online.
  • Demonstrate how to set up customers, vendors, and contractors for cost tracking and reporting.
  • Provide tools for exporting project data to Excel and applying data analysis techniques for deeper insights.
Target Student
  • Small business owners, contractors, or project managers tracking profitability by job
  • Consultants and service providers managing client projects and billable work
  • Bookkeepers or finance staff responsible for customer/project financial reporting
  • QuickBooks Desktop users transitioning to QBO with job costing needs
Audience Profile
  • Users of QuickBooks Online Plus or Advanced with job/project tracking requirements
  • Organizations seeking to improve profitability reporting and cost allocation
  • Finance professionals exploring Excel integration for project analytics
+ Course Delivery Format
Virtual Instructor-Led

All of our Public Classes are taught by a virtual live instructor. How it works is a live instructor conducts the class from a remote location regardless if you attend at one of the local training centers or if you attend remotely.

For of Private Group Training classes we can arrange to have the instructor conduct the class live at your location. Need Group Training?

+ What's Included

  • Professional Instructor Delivery - You will learn with our expert trainers with over 15 years of experience.
  • Free Course Materials - You will receive free reference materials for your class.
  • Small Class Sizes - Our classes are limited to 12 students, so you have plently of opportunity to ask questions and get feedback from the instructor.
  • Free Repeat - If you need a refresher your are able to retake the class free of charge within one year of your original class date.
  • Hands-On Training - Our classes are designed for you work hands on during the session so can stay engaged and really learn the material.
  • Certificate of Completion - Each student will receive a certificate of completion after completing the course.

+ Course Outline
  • Projects vs Job Costing in QuickBooks Online
    • Job Costing using Customers and Sub Customers
    • Projects in QuickBooks Online
    • Impact on Financial Reports
    • Considerations and Best Practices
  • Setting up Customers, Vendors, and Contractors for Projects and Job Costing in QuickBooks Online
    • Creating a Customer in QuickBooks Online
    • Create a Sub Customer for Job Costing in QuickBooks Online
    • Creating a Vendor in QuickBooks Online
    • Creating an Employee or Contractor in QuickBooks Online
  • Using Projects and Job Costing in QuickBooks Online
    • Turn on Projects and Creating a New Project in QuickBooks Online
    • Add or Change the Customer Assigned to a Project
    • Add a New Transaction to a Project
    • Add a New Transaction for a Sub Customer
    • Add Expenses to a Project
    • Bill an Expense to a Sub Customer
    • Add Existing Time Sheets to a Project
    • Add Existing Invoices to a Project
  • Projects and Job Costing Reports in QuickBooks Online
    • Track Your Labor Costs
    • Project Reports
    • Create a Custom Profit and Loss Report for a Sub Customer Job
    • Create a Custom Balance Sheet Report for a Sub Customer Job
  • Exporting and Charting Data in Projects and Job Costing Reports from QuickBooks Online to Excel
    • Exporting Lists from QuickBooks Online to Excel
    • Exporting Reports from QuickBooks Online to Excel
    • Data Analytics with List Data in Excel
    • Data Analytics with Report Data in Excel
+ Prerequisites

Prerequisites

  • Completion of QuickBooks Online Level 1: Fundamentals Track or Fast Track —OR— equivalent hands–on experience
  • Working knowledge of income and expense tracking in QuickBooks Online
  • Basic understanding of accounting concepts

+ Related Courses

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Level 1: Fast Track2$695
QuickBooks Online Level 2: Modern View Custom Reports1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595

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Course Benefits

Certified Instructor Delivery

Learn with experienced professionally certified trainers that are subject matter experts.

Free Repeat

You have the option to retake this class one time within a year of your original class date.

Hands-On Training

Our courses are all designed for the students to have hands-on interaction throughout the course.

Local and Remote Options

Learn a local training center, or as a Remote Attendee from your home or office.

Offical Training Materials/Labs

We use Official Training Materials and Labs when available to ensure you have the most up to date training.

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You are busy, we get it. Our classes are regularly scheduled to give you a number of convenience training options.

Financing Available

We offer affordable financing options for all of our courses to make sure cost is not a barrier to your progress.

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Benefits of Virtual Live-Instructor Training Include:

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QuickBooks Online Projects & Job Costing

SAVE 10% FOR A LIMITED TIME

$495 / 1 Day Course



  • Professional Instructors
  • Official Course Materials
  • Small Class Sizes
  • Free Repeat

Course Schedule

Course Title Dates Times Location Fee
AMA2506 Coaching Certificate Program 10/20/2025 – 10/21/2025 9:00am-5:00pm EST Remote Only $2,895.00
QuickBooks Online Projects & Job Costing 10/30/2025 10:00AM-4:45PM EST Local/Remote $495.00
QuickBooks Online Projects & Job Costing 12/1/2025 10:00AM-4:45PM EST Local/Remote $495.00
AMA2506 Coaching Certificate Program 12/4/2025 – 12/5/2025 10:00am-6:00pm EST Remote Only $2,895.00
QuickBooks Online Projects & Job Costing 12/29/2025 10:00AM-4:45PM EST Local/Remote $495.00
AMA2506 Coaching Certificate Program 1/8/2026 – 1/9/2026 10:00am-6:00pm EST Remote Only $2,895.00
QuickBooks Online Projects & Job Costing 1/29/2026 10:00AM-4:45PM EST Local/Remote $495.00
AMA2506 Coaching Certificate Program 2/19/2026 – 2/20/2026 9:00am-5:30pm EST Remote Only $2,895.00
QuickBooks Online Projects & Job Costing 2/26/2026 10:00AM-4:45PM EST Local/Remote $495.00
AMA2506 Coaching Certificate Program 4/9/2026 – 4/10/2026 9:00am-5:30pm EST Remote Only $2,895.00
AMA2506 Coaching Certificate Program 6/8/2026 – 6/9/2026 10:00am-6:00pm EST Remote Only $2,895.00

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Level 1: Fast Track2$695
QuickBooks Online Level 2: Modern View Custom Reports1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595
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Quickbooks Certifications Available

Quickbooks certifications are a powerful way to validate your Quickbooks skills, and gain recognition as a trusted expert in the field. Whether you're an individual looking to boost your career or an organization investing in team development, our courses are designed to help you earn these industry-recognized credentials.

» View All Quickbooks Certifications

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CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

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  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
Autodesk Certified Professional (ACP) – AutoCAD

This certification is aimed at professionals who have advanced skills in AutoCAD and have experience working on more complex projects. It is typically recommended for those with around 400 hours of real-world experience.

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  • Advanced annotation techniques (hatch patterns, annotations)
  • Creating and managing reusable content (blocks, symbols)
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  • Output formats and publishing files
  • Working with external references (Xrefs) and data linking
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learn more →
Autodesk Certified Expert (ACE) – AutoCAD (New)

Autodesk introduced an expert-level certification to cater to professionals who are highly skilled in AutoCAD and involved in more specialized, complex tasks like 3D modeling, parametric design, and custom workflows.

Key areas covered:

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  • Interoperability with other Autodesk products

These certifications help individuals and professionals stand out in the job market by proving their expertise in AutoCAD to employers. Autodesk often updates its certification paths, so it’s always a good idea to check their official site or authorized training centers for the most current information.

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Flexible Quickbooks Training Formats

Choose the training experience that fits your schedule, learning style, and professional goals. We offer flexible options for individuals and teams—whether you prefer virtual live instruction, on-demand access, or private group training.

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Attend scheduled classes taught by expert instructors in real time. You can join remotely or from one of 250+ training center locations—for engaging, skill-based instruction with real-time support.

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Access pre-recorded Quickbooks courses 24/7. Learn at your own pace with flexible, self-guided modules—ideal for busy professionals or those who prefer to study independently.

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Rating 5.0 / 5.0

This was the class I needed. The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don’t know about the rest of the students, but was very pleased with this experience.

Amanda T.,
Yale New Haven Hospital

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