QuickBooks Online Estimating Demo
Budget: $25 – $50 USD
I run a drop-ship operation that sources thousands of items from many vendors but carries no physical inventory. I’m new to QuickBooks Online and need a clear, hands-on walk-through of the Plus and Advanced editions—specifically the tools for estimating, job costing, and real-time margin calculations while building a quote.
Here’s what I’d like to cover in a live screen-share session:
• A side-by-side look at Plus vs. Advanced so I can decide which tier suits my workflow.
• Creating and sending professional estimates/quotes that automatically pull cost data.
• Setting up job costing to track vendor charges and calculate gross margin on the fly.
• Best-practice settings for a non-stock, drop-ship environment (no inventory on hand).
• Tips for keeping thousands of SKUs organized without over-complicating the chart of accounts.
Acceptance criteria
• A 60 minute interactive demo where I can follow along and ask questions in real time.
*Must be QBO expert and have ability to demo Plus and Advanced features for estimating and reporting
• A concise cheat-sheet or recording I can refer back to after the call.
• Clear recommendations on whether Plus or Advanced is the better fit for my needs.
If you’re a seasoned QBO consultant comfortable teaching beginners and can demonstrate these features smoothly, I’m ready to schedule our session.
Here’s what I’d like to cover in a live screen-share session:
• A side-by-side look at Plus vs. Advanced so I can decide which tier suits my workflow.
• Creating and sending professional estimates/quotes that automatically pull cost data.
• Setting up job costing to track vendor charges and calculate gross margin on the fly.
• Best-practice settings for a non-stock, drop-ship environment (no inventory on hand).
• Tips for keeping thousands of SKUs organized without over-complicating the chart of accounts.
Acceptance criteria
• A 60 minute interactive demo where I can follow along and ask questions in real time.
*Must be QBO expert and have ability to demo Plus and Advanced features for estimating and reporting
• A concise cheat-sheet or recording I can refer back to after the call.
• Clear recommendations on whether Plus or Advanced is the better fit for my needs.
If you’re a seasoned QBO consultant comfortable teaching beginners and can demonstrate these features smoothly, I’m ready to schedule our session.