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Join nowHi community,
I help my husband do accounting for multiple small construction projects as well as managing a few rental properties.
With the construction projects there are constant receipts and because we live in Costa Rica, I don't think I am able to link a bank account. So in order to stay more organized I downloaded quickbooks online. At this point i'm not sure I see a benefit over just keeping excell spreadsheets to organize my accounts.
I am dealing with lump sum deposits from all the costumers and then filling many many receipts of construction materials and costs. I have not found a good way to send reports to many customers that clearly state there expenses vs. the amount I have left from their deposit to me.
If anyone has any help on how I can use quickbooks as a better tool for this please let me know. Otherwise I feel like I wasted my time and should have just stuck to simply keeping spreadsheets.
I noticed you were asking the same questions multiple times. Consider using a construction management app instead. Integrate it with QBO if required later.
Welcome to the QuickBooks Community, @ Elena StClair. Let me help you with your query.
In QuickBooks Online, we can use CSV files from your online bank to upload transactions in batches. You can read this article to know more about how to manually upload transactions into QuickBooks Online.
With regards to your costs and income, we can also create bills that are billable to the customers/projects.
Here’s how to enter bills and record bill payments in QuickBooks Online:
You can also refer to this article if you want to learn more about how to enter bills and record the bill payments in QuickBooks Online.
If you want to send statements to your valued customers here’s how:
To delete a statement, open it and select the Delete option.
In case you want to customize your statements, you can follow the steps below:
I’ll be also providing this article about how to record a bank deposit in QuickBooks Online.
Please know that you can always get back to us whenever you have other concerns or questions. The Community is always around to help you. Have a nice day!
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