Master QuickBooks Online Workflows

Configure builder-specific settings, categorize overhead and job costs accurately, and use projects for profitability reporting.

Streamline Vendor & Cash Flow Processes

Track vendor bills, organize approvals, and monitor invoices so your builder always has visibility into cash flow.

Catch Errors Before They Snowball

Use quality control report reviews to spot uncoded or misclassified transactions early and keep books builder-ready.

About the Course

Even strong financial foundations can crumble without consistent workflows. Phase 2: Financial Workflows & Systems equips admins with proven routines, checklists and SOPs to confidently manage day-to-day financial processes. Your team will learn how to: 🔹 Navigate QBO with builder-specific settings and views 🔹 Categorize overhead expenses and job costs with accuracy 🔹 Process vendor bills and approvals consistently 🔹 Track invoices and expected payments in QBO 🔹 Maintain weekly and monthly routines that keep cash visible 🔹 Flag potential cash flow issues through timely reporting Plus, you’ll get builder-tested tools and SOPs, including: 🔹 Cash Flow Checklist for admins 🔹 Quality Control (QC) Report Routine — a step-by-step guide to running key reports to catch errors early and keep books clean

Meet Melissa Leediker

As the founder of Turquant Builder Services, I help custom homebuilders bring clarity to their financial systems and structure to their back office. Over the years, I’ve built and refined the workflows that keep vendors paid, projects moving, and books accurate. This course is designed to give your admin the same builder-tested routines I use with my clients — so they can confidently handle financial tasks and support your business with consistency.

Curriculum

9 Chapters · 42 Lessons

  1. 1

    👋 Welcome

    1. (Included in full purchase)

      Welcome to Phase 2: Financial Workflows & Systemization

    2. (Included in full purchase)

      Where Are You in Your Financial Workflows?

  2. 2

    Module 1: QuickBooks Online Settings

    1. (Included in full purchase)

      1.1 QuickBooks Online Settings Overview

    2. (Included in full purchase)

      EXERCISE: QuickBooks Online Settings Practice and Checklist

    3. (Included in full purchase)

      1.2 Turning On Key QuickBooks Online Settings

    4. (Included in full purchase)

      EXERCISE: QuickBooks Online Settings Setup Worksheet

    5. (Included in full purchase)

      DROP QUESTIONS HERE!

  3. 3

    Module 2: QuickBooks Workflows

    1. (Included in full purchase)

      2.1 Entering Overhead Expenses in QuickBooks Online

    2. (Included in full purchase)

      EXERCISE: Overhead Expenses Practice in QuickBooks Online

    3. (Included in full purchase)

      2.2 Tracking Job Costs in QuickBooks Online

    4. (Included in full purchase)

      EXERCISE: Job Costing Practice in QuickBooks Online

    5. (Included in full purchase)

      DROP QUESTIONS HERE!

  4. 4

    Module 3: Adaptive Workflows

    1. (Included in full purchase)

      3.1 Entering Overhead Expenses in Adaptive

    2. (Included in full purchase)

      EXERCISE: Overhead Expenses Practice in Adaptive

    3. (Included in full purchase)

      3.2 Entering Project Costs in Adaptive

    4. (Included in full purchase)

      EXERCISE: Project Costs Practice in Adaptive

    5. (Included in full purchase)

      DROP QUESTIONS HERE!

  5. 5

    Module 4: MakersHub Workflows

    1. (Included in full purchase)

      4.1 Entering Overhead Expenses in MakersHub

    2. (Included in full purchase)

      EXERCISE: Overhead Expenses Practice in MakersHub

    3. (Included in full purchase)

      4.2 Entering Project Costs in MakersHub

    4. (Included in full purchase)

      EXERCISE: Project Costs Practice in MakersHub

    5. (Included in full purchase)

      DROP YOUR QUESTIONS!

  6. 6

    Module 5: Project Visibility

    1. (Included in full purchase)

      5.1 QuickBooks Online Projects Overview & Profitability Reports

    2. (Included in full purchase)

      EXERCISE: Project Profitability Report Practice

    3. (Included in full purchase)

      DROP QUESTIONS HERE!

  7. 7

    Module 6: Cash Flow Management

    1. (Included in full purchase)

      6.1 Introduction to Cash Flow in Construction

    2. (Included in full purchase)

      EXERCISE: Cash Flow Intro Reflection

    3. (Included in full purchase)

      6.2 Vendor Bill Workflow

    4. (Included in full purchase)

      EXERCISE: Vendor Bill Workflow Practice

    5. (Included in full purchase)

      6.3 Reviewing Unpaid Bills Report

    6. (Included in full purchase)

      EXERCISE: Unpaid Bills Report Practice

    7. (Included in full purchase)

      6.4 Invoice & Draw Workflow

    8. (Included in full purchase)

      EXERCISE: Invoice & Draw Workflow Practice

    9. (Included in full purchase)

      6.5 Reviewing Open Invoices Report

    10. (Included in full purchase)

      EXERCISE: Open Invoices Report Practice

    11. (Included in full purchase)

      DROP QUESTIONS HERE!

  8. 8

    Module 7: Quality Control - Report Reviews

    1. (Included in full purchase)

      7.1 Cost of Goods Sold Without Project/Cost Code

    2. (Included in full purchase)

      EXERCISE: Cost of Goods Sold Report Practice

    3. (Included in full purchase)

      DROP QUESTIONS HERE!

    4. (Included in full purchase)

      Final Thoughts & Feedback

  9. 9

    📍 All Resources + Bonuses

    1. (Included in full purchase)

      Builder Admin Cash Flow Checklist

    2. (Included in full purchase)

      QC SOP

What Builders Are Saying

Custom builders and related trades trust Melissa to bring clarity, structure, and confidence to their financial systems.

”
Melissa helped us establish better job costing and reporting for our projects in QBO. Her insight cleared up confusion in our process, and her tech-savvy, efficient approach made everything easy — even long-distance. She’s a perfect fit for small construction companies!
Kara & Darren

Asheville, NC

”
Melissa’s knowledge of how to use QBO projects to capture job costs has been a game-changer for my building business. We finally have a clear picture of our margins and can adjust our fees to increase profits.
TBuilder

Schaumburg, IL

Ready to Streamline Your Financial Workflows?

Give your admin the builder-specific tools and routines they need to manage invoices, expenses, and job costs with confidence. Enroll today and start systemizing your financial workflows to support smoother projects and stronger cash flow.

$297.00

Enroll Now