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Practical QuickBooks: Estimates, Invoices, Payments, Deposits


In this class, we’ll cover Estimates, Progress Billing, taking Deposits, receiving full and partial Payments, and Job Costing.

Use it as a handy on-demand reference to answer real-life questions as they come up during day-to-day work.

Click here to access the class recording.


Plan a job from bid to completion using QuickBooks.

This 2-hour seminar was recorded live at the Greater Vancouver Chamber of Commerce in Washington.

The class comes with a free 10-minute followup phone call for when you have any questions about the material. Just call Alicia at 971-235-7119 or fill out our Contact Form.


Class Description

In Construction and other service-related businesses, invoicing customers can be anything but straightforward. In this class we’ll cover creating Estimates, Progress Billing, Change Orders, taking Deposits on work to be performed, receiving partial Payments, and Job Costing.

After you finish the course, you’ll receive a Certificate of Completion.

Instructional Level

Beginner to Advanced

Who should take this class?
  • Contractors who want to track projects
  • Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit
  • Bookkeepers and Accountants who wish to brush up on their skills
What You’ll Learn
  • Creating estimates
  • Closing estimates
  • Converting estimates to invoices
  • How to track change orders
  • Doing progress invoicing
  • Taking deposits
  • Taking partial payments
  • Issuing customer statements
  • Making bank deposits
  • Making time and materials expenses billable to customers
  • Running job costing reports
About Your Instructor
Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO). She has a Master of Arts in Teaching, and is a member of the Intuit Trainer/Writer Network.


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