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Course 1 – QuickBooks For Integrators
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Course Content
Introduction
Course Introduction
The VITAL Method Overview/Introduction
Module 1 - Fundamentals & Setup
The VITAL Method Fundamentals
The VITAL Method Chart of Accounts
The VITAL Method “Rules” for Item Types & Names
Creating & Managing an Item List
Payroll Items
Groups & Subtotals
Summation of Learning From Fundamentals & Setup
Module 2 - Revenue Recognition
Revenue Recognition Overview (Cash vs. Revenue)
Intro to Customer Center
Managing Mix and Margin to Maximize Profitability
Creating Estimates (and template)
Requests for Payment (RFPs)
Progress Invoice Forms
Change Orders
Sales Receipts, Customer Returns, Discounts
How to Invoice and Track Service Calls
Customizing Form Graphics
Summation of learning from Module 2
Module 3 - Tracking Costs & Collections
The VITAL Method Advantage
Cost Recognition Overview
Intro to Vendor Center
Creating & Receiving Purchase Orders
Vendor returns and credits
Tracking Job Time and Productivity
Collecting AR and RFPs
The Complete VITAL Method Job Admin Cycle
The Progress Invoice “Culture”
Summation of learning from Module 3
Module 4 - Admin Practices
Key Practices Part 1
Key Practices Part 2
Creating RFP Customer Statements
Loans and Loan Payments
Your Month-End Checklist
Sales Tax
Payroll
Beyond Admin – Management Rhythm
Understanding your Financial Statements
Summation of learning from Module 4
Module 5 - Conclusion
Course Conclusion
