ClayJ
QuickBooks Team

Reports and accounting

Hello, @Ashley65.

 

Welcome, and thank you for stopping by the Community. I've read over your post, and I have just the thing to help you with tracking labor per job. In order for data to show properly under a Job Profitability report or a P&L by Job, you would need to make labor a billable expense and assign it to a client. However, there is a way around this with class tracking.

 

Class tracking allows you to assign an additional layer of data to whole transactions, or individual line items. With this, you can assign classes to transactions for tracking who and how much work was done per job.

 

In order for class tracking to function properly in this manner, your payroll data will need to be within your company file. This doesn't mean you need a payroll subscription with us, just simply something showing the breakdown of the checks per employee. With that data in your file, you can then add the classes.

 

It is a feature that needs to be turned on through the company preferences. Here's how:

  • Choose Edit > Preferences.
  • In the Preferences window, click Accounting in the list on the left.
  • Click the Company Preferences tab.
  • In the Class section, select the Use class tracking for transactions checkbox.

  • Click OK to save changes. 

 

Now pull up an invoice or some other transaction, and you will now see a class field. By default, this will only be visible to your company and will not print on the transaction. Should you decide to implement this, you will be able to use the P&L by Class report for tracking labor.

 

Let me know if you have any questions about this or anything else QuickBooks. I'll be here in the Community if you need me.