Quickbooks Online 5 Tips for Contractors

📊 5 QuickBooks Online Tips for Contractors (That Actually Save You Time & Money)

If you’re a contractor or service pro still chasing checks, sorting shoeboxes of receipts, or wondering why your books say profit but your bank account says otherwise — this episode is for you.

✅ In this episode of Behind the Books: A Business Builder Show, Joe from Best Decision Bookkeeping breaks down 5 QuickBooks Online tips built for the trades — not the tax desk. These are field-tested strategies we use with real contractors to clean up their books and boost profitability.

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🧠 What You’ll Learn in This Episode:

00:00 – Intro
01:15 – Auto-Categorization Rules (What to Automate — and What to Never Touch)
02:43 – Snap Receipts and Tag Jobs on the Go
03:42 – ACH Payments: Get Paid Faster Without 3% Fees
05:15 – Build a Job-Focused Management Report That Tells the Truth
06:25 – Use QBO Projects to See Your Profit Job-by-Job
07:25 – Wrap-Up + Free QuickBooks Help Call

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📅 Book Your Free QuickBooks Help Call
Want help cleaning up your books, tagging jobs, or setting up Projects?

👉 www.BestDecsionBookkeeping.com/contact-us
We’ll walk through your QBO setup, no pressure — just practical help.

🏦 Signup for Relay Banking here
👉 https://app.relayfi.com/v3/register/u...

📥 Download the FREE Cash Flow Forecast Template
Use the exact spreadsheet we give our paying clients →
👉https://bestdecisionbookkeeping.com/e...

📥 Download the Financial Check-Up Checklist
Use this one-page diagnostic to stop winging it and get back on track:
✅ Track revenue vs. your annual goal
✅ Spot low-profit jobs and pricing mistakes
✅ Forecast upcoming cash gaps
✅ Tighten your receipt routine
👉 Download it here:
https://bestdecisionbookkeeping.com/s...

Join our free community for contractors:
👉 https://www.skool.com/behind-the-book...

🌐 Learn more: https://www.bestdecisionbookkeeping.com

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💬 Join the Conversation
Which QBO feature have you never used but probably should?
Drop a 🧾 in the comments if you’re still driving around to collect checks.

👍 Like this video if it helped
🔔 Subscribe for more contractor-focused content
📢 Share with someone whose books need backup

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🛠️ Tools Covered:
• QuickBooks Online (Plus subscription)
• Mobile receipt capture + tagging
• ACH invoicing & prompt-pay terms
• Management reports
• Projects tool for job-level tracking
• Real-world contractor examples and pricing insights

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📌 Search Tags
#QuickBooksOnline #ContractorTips #JobCosting #ConstructionBookkeeping #QBOHelp #BlueCollarBusiness #QuickBooksTricks #BehindTheBooks #BestDecisionBookkeeping #QBOProjects #ACHPayments