Microsoft
4-Part Online Training Series BASIC QUICKBOOKS FOR CONSTRUCTION
QuickBooks is the most widely recognized accounting software for small and medium-sized businesses, and it has become a valuable tool for construction firms looking to manage both day-to-day operations and long-term financial health. Beyond standard bookkeeping, QuickBooks offers industry-relevant features that support project-based work, including job costing, invoicing, and payroll management, while integrating with many construction management platforms. For contractors, it can help track expenses by project, monitor cash flow, and generate estimates—ensuring that projects stay organized and profitable. Despite these benefits, many professionals hesitate to dive into QuickBooks, assuming it is too complex or only for accountants. This training series is designed to break down that barrier, showing construction professionals how to use QuickBooks with confidence and ease.
You can register for individual sessions or the entire series, and each session attended earns you 2 Master Builder Designation (MBD) credits in Project Management. As an exclusive member benefit, MBI members can attend at no additional cost, while non-members are welcome to join for a fee.
All sessions will be presented online via Zoom by Jim Coppinger of ZenTek Consultants (Hackensack, NJ).
Presenter
James Coppinger has over 30 years’ experience in the design/ build industry, working in estimating, project management, and both architectural/civil design. With decades of practical experience for large design/build firms throughout the U.S., James brings a real-world voice to the construction technology arena. He is also a noted speaker and writer on best practices for implementing practical software solutions in the AEC community. Since founding ZenTek Consultants, the nation’s leading Certified Procore Consultants in 2016 with his partner Rocco Parisi, they have helped hundreds of firms implement, configure, and optimize their design/build workflows. Mr. Coppinger is also the host of The CADDle Call podcast - the leading, nationally acclaimed resource on design/build technology.
Jim Coppinger, ZenTek Consultants - Hackensack, NJ
SESSIONS
SESSION ONE: GETTING STARTED
November 26, 2025 | 9:00am - 11:00am
Master Builder Designation: Project Management - 2 credits
Participants will learn how to open and navigate QuickBooks, set preferences, and understand the key components of the system, including Home, Insights, and Reminders.
SESSION TWO: WORKING WITH A COMPANY FILE
December 3, 2025 | 9:00am - 11:00am
Master Builder Designation: Project Management - 2 credits
This session will focus on opening and changing a company file, creating a sample company, setting up a new company, as well as creating and updating a chart of accounts.
SESSION THREE: LISTS FOR CONSTRUCTION USE
December 10, 2025 | 9:00am - 11:00am
Master Builder Designation: Project Management - 2 credits
The focus will shift to working with lists specific to construction. Participants will learn how to manage customers and jobs, employees, vendors, and items, as well as how to enter time effectively.
SESSION FOUR: WORKING WITH CONSTRUCTION SERVICES
December 17, 2025 | 9:00am - 11:00am
Master Builder Designation: Project Management - 2 credits
The final session will explore how to set up service items, adjust estimate and invoice formats, create estimates, generate service invoices, and edit both estimates and invoices.
The Master Builder Designation program will offer credits for completion of this course. For more information on becoming a ‘Master Builder’, please visit MBI’s website at
4-Part Online Training Series Microsoft
Contact Name:
Title:
BASIC QUICKBOOKS FOR CONSTRUCTION
The sessions below are scheduled for a la carte registration allowing attendees to participate in the sessions that provide the most value.
Please mark which online session(s) you would like to connect to:
Session 1: Getting Started
November 26, 2025 | 9:00 am - 11:00 am
Session 2: Working with a Company File
December 3, 2025 | 9:00 am - 11:00 am
Fee: No Charge / MBI Members
$160 Per person / Per Session / Non-Members
Session 3: Lists for Construction Use December 10, 2025 | 9:00 am - 11:00 am
Session 4: Working with Construction Services December 17, 2025 | 9:00 am - 11:00 am
Only the individual whose email address is used to register and is attached to the Zoom connection is eligible to receive Master Builder Designation credits. Zip:
A 3% processing fee will be charged on all credit card transactions.
Cancellation Policy: Registration cancellations must be submitted to Master Builders of Iowa via email to NFry@MBI.Build. Cancellation requests submitted at least 14 days prior to the start of this program will be refunded 100%. Cancellations received between 7 and 14 days prior to the start of this program will be refunded 50%. No refund for cancellations less than 7 days prior to the start of this program. No refund for no-shows.
Please send registration and payment to:
MASTER BUILDERS OF IOWA
4100 Westown Pkwy | West Des Moines, Iowa 50266
Attn: Nichole Fry NFry@MBI.Build
Further information and instructions for each of the online sessions will be forwarded to participants upon receipt of registration.
For more information, please contact Janel Haynes at JHaynes@MBI.Build or 515-461-9237.