Connect project tracking with approved source records
A QuickBooks project workshop should define what belongs to a project and how its costs or activity are reviewed. The product’s tracking feature does not by itself establish the organisation’s accounting or commercial policy.
An illustrative practice exercise
Illustrative exercise: a fictional engagement contains approved transactions tied to a project reference, with one unassigned item and one item requiring review.
- Confirm the feature and project setup.
- practise the agreed transaction association.
- inspect the resulting project report..
Check the result
Reconcile the report with the underlying records and keep unassigned items visible. Do not infer profitability from an incomplete source.
Confirm the right training scope
QuickBooks Online Part 2 explicitly includes project tracking and job costing. Confirm the account features and exact workflow needed for the exercise before booking.
Related options: QuickBooks Online Part 2 Course; Corporate training; Excel skills assessment.
Compare the published course pathways
These public outlines are starting points for the skills discussed above. A role-specific example or requested workshop topic is not automatically included in every public session. Check the outline and confirm any must-have requirement before booking.
QuickBooks Online Part 1
Learn QuickBooks Online from company setup through everyday bookkeeping and reporting. Part 1 introduces customers, vendors, transactions and reconciliation, with further coverage of payroll setup, inventory and customised reports.
Listed duration: 12 hours
- Navigate QuickBooks and set up a company file
- Manage customers and vendors
- Record transactions
QuickBooks Online Part 2
Build on QuickBooks Online fundamentals with more involved financial workflows. Part 2 covers payroll, inventory adjustments, year-end reports, budgets, project tracking and job costing.
Listed duration: 12 hours
- Manage payroll workflows
- Track and adjust inventory
- Prepare year-end reports
Discuss your training needs
Send the work task, learner count and software version. Power Concepts can confirm whether a public course or a scoped workshop is suitable, along with availability and a written quote.
Prepare an email enquiryCall 1-877-954-8433
Your email app opens with a draft for you to edit and send. No information is submitted by this page. You can also email info@powerconcepts.ca directly.
Sources and booking details
- QuickBooks Online Part 1 — published course outline
- QuickBooks Online Part 2 — published course outline
Practice scenarios on this page are illustrative. Fees, dates, delivery arrangements, feature availability and custom scope must be confirmed for your booking.
