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YouTube

Project Management in QuickBooks Online

Simon Sez IT via YouTube

Overview

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This 19-minute tutorial from Simon Sez IT demonstrates how to effectively use the Projects feature in QuickBooks Online to track and manage project-based work. Learn the fundamentals of setting up projects, assigning transactions to specific projects, tracking project expenses, and generating comprehensive project reports to monitor profitability. The video includes practical demonstrations and a hands-on "Let Me Try" section to reinforce your learning. Download the free QuickBooks Online Shortcuts Sheet to enhance your efficiency while implementing these project management techniques. Perfect for business owners and accountants who need to organize their finances by project and want to gain better insights into project profitability within QuickBooks Online.

Syllabus

00:00:00 - Using Projects in QBO
00:05:35 - Tracking Project Expenses
00:10:59 - Project Reporting in QBO
00:16:01 - Let Me Try: Using Projects in QBO

Taught by

Simon Sez IT

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