Hello , jes_hhseast-yaho. Thanks for reaching out to us here in the Community. I can help you with how to set up different job sites with expenses. The Projects feature is comparable to job costing. Using this allows you to include transactions, time, and running reports so you always know how your project is doing. You can set up specific job-related expenses. Also, you need to turn on the location tracking for the sites(only available in Plus & Advanced).Go to Settings ⚙, then select Account and Settings.Select Advanced.In the Categories section, select the Edit ✎ icon.Select the checkbox to track locations.Select Save, then Done.Here’s how to set up projects:Select Projects.Select New Project.In the Project Name field, enter the project name.Select the project customer from the Customer ▼ dropdown.Add any notes or details about the project in Notes.Select Save.For more information about these features, check out the following articles:Set up and use the Projects feature.Set up and use class and location tracking.Create a journal entryPlease know that our doors are always to help you with any QuickBooks concern.

Question

I'm new to quickbooks and we are home builders. I am trying to figure out how to set up different job sites with those expenses.

Forum|Forum|5 years ago
May 4, 2021
7 replies
48 views

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QuickBooks Online

T

TirzahC

Level 4

Hello , jes_hhseast-yaho.

Thanks for reaching out to us here in the Community. I can help you with how to set up different job sites with expenses.

The Projects feature is comparable to job costing. Using this allows you to include transactions, time, and running reports so you always know how your project is doing. You can set up specific job-related expenses. Also, you need to turn on the location tracking for the sites(only available in Plus & Advanced).

Go to Settings ⚙, then select Account and Settings.
Select Advanced.
In the Categories section, select the Edit ✎ icon.
Select the checkbox to track locations.
Select Save, then Done.

Here’s how to set up projects:

Select Projects.
Select New Project.
In the Project Name field, enter the project name.
Select the project customer from the Customer ▼ dropdown.
Add any notes or details about the project in Notes.
Select Save.

For more information about these features, check out the following articles:

Please know that our doors are always to help you with any QuickBooks concern.

M

Marthur99

If I’m building homes as a company for me to sell, how do I enter a customer? I’m building it for my company and when it’s finished, I’ll sell it. It won’t let me skip customer so how should I handle this?

J

jes_hhseast-yahoAuthor

I would treat the “customer” like the home and title it by address. So when you make a purchase for a particular home, you assigned it to the address you bought it for. We build spec houses and just title them by address under customer. Any purchases made that are just businesses expenses and not for a particular house, I leave the customer blank.

Fiat Lux - ASIA

Level 14

@jes_hhseast-yaho

As another option, consider having a construction management app to integrate with your QBO.

M

Marthur99

I build homes as a company and when they are finished, I sell them. How do I handle this? The setup explained above wants me to enter a customer but I’m the customer. I just need to track all of my expenses and vendors for the build project.

how should I handle this?

Thank you

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