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Tired of messy invoicing and missing retainage payments? In this video, we’ll show you how to stay fully in control of your construction or large-scale projects by using progress invoices, tracking retainage, and setting up your chart of accounts the right way. Plus, learn how to use Projects to see income and expenses by customer—and generate key retainage reports to stay organized and get paid every dollar you’ve earned. RELATED RESOURCES ✳︎ Get 30% off QuickBooks Online with this link - https://quickbooks.intuit.com/partner... ✳︎ Need a new Payroll provider? Go with Gusto - https://gusto.com/r/steve11327 ✳︎ Looking for a new bank account? Try Relay - https://app.relayfi.com/register?refe... ☞ WATCH THIS NEXT • How to clean up uncategorized assets in QB... 🔔 Like & Subscribe here / @stevechase1 HIGHLIGHTS 0:38 How to Turn On Progress Invoicing 1:17 How to View Retainage in Product Service Section 2:45 How to Think About Retainage 3:12 Demo and Account Setup for Progress Invoicing 9:15 How to Identify Which Customers Have Retainage in Progress Invoicing 12:45 How to Reconcile When the Bank Pays the Retainage 14:00 How to Run a Report to See Missing Invoices from Full Amount EXPLORE & BROWSE ➣ Learn More about the Client Services and Offerings from Sequentia Solutions ~ https://www.sequentiasolutions.com ABOUT STEVE CHASE and SEQUENTIA SOLUTIONS Steve Chase is the founder and manager of Sequentia Solutions, an online bookkeeping firm specializing in streamlining and optimizing the way small businesses use QuickBooks Online to manage their accounting needs. Sequentia Solutions also offers personalized consulting, plus one-off project work involving QuickBooks cleanups and custom reporting setups. Sequentia Solutions takes the most important, but often dismissed task, bookkeeping, and sets it up for your business so you always know where your small business finances stand today, and in the near forecast too. Have a question? EMAIL Steve at stevechase@sequentiasolutions.com 🔔 Don’t forget to like, subscribe, and hit the notification bell to stay updated on all the latest trainings and videos! / @stevechase1 #SteveChase #SequentiaSolutions #Small Business #SmallBusinessBookkeepping #QuickBooksOnline #ProAdvisor #QBOProAdvisor #Excel #ExcelBookkeeping Disclaimer - some links above may be affiliate links that generate a small commission at no cost to you. Opinions are my own.