Question

Allocating Salaries to Jobs and including the allocation on the job invoice.

Forum|Forum|7 years ago
April 16, 2019
1 reply
10 views

We use full service intuit payroll and 2019 premier contractor's edition. I would like to run an unbilled cost on a job and see the pay allocation so that it could be invoiced to our customer.

For instance I know 50% of a superintendents time went to one job, 25% to another, and 25% to another. I made a journal entry moving the wage and taxes paid by the employer to the jobs according to the percentage above. I did create an item code for labor but the JE does not ask for an item number just an account. The JE does however ask for a job and whether it is billable or not billable, which I entered. If I run a unbilled expenses on the job it doesn't show up for billing. This has got to be a common issue.

QuickBooks Desktop

HoneyLynn_G

Level 6

I can help you get the report you need, @LisainKC.

I appreciate the detailed information you've provided. You can run and customize the Unbilled Costs by Job report to get the unbilled cost on a job and its pay allocation. It also provides the posting account specific for each item.

On the top menu, click Reports.
Choose Jobs, Time & Mileage.
Select Unbilled Costs by Job.
Customize the date range.
Click Refresh.

For additional reference, I'm attaching here some related articles:

That should keep you going today, LisainKC. Keep me posted on how these steps work out for you. I'm still here to offer more help if you have further questions. Wishing you all the best!

L

LA4

Thank you for responding! I ran the report according to your instructions yet the journal entry is still not showing up. It has the job on the JE and it is marked as billable. Do you think it has anything to do with the account?

HoneyLynn_G

Level 6

Hello again, LA4.

I appreciate you trying my suggestion and keeping me posted on its result.

I recorded a journal entry under a job and marked it as billable. It was added on my Unbilled Costs by Job report regardless of what account is associated. Please take note that only the credit transaction will show on the report and that the list of transactions is determined by the date range you select.

I advise checking the JE transaction and making sure the date is correct. I'll appreciate it too if you can add some screenshots of the JE and report. That way I can better understand your issue.

I'll be keeping an eye out for your response and look forward to getting to the bottom of this. Take care and have a good one.

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