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May 12, 2020
Question

Unable to track materials purchased by customer

  • May 12, 2020
  • 1 reply
  • 6 views

I am using QB Desktop Pro 2020.  How do I keep track of job materials purchased by the homeowner (customer) for a remodel job I provided an estimate for and want to track the category the material(s) they bought came from?

1 reply

Rubielyn_J
Level 8
May 12, 2020

Hi there, @CCCBuilder.

 

I'm here to help you track your materials purchase by your customer in QuickBooks Desktop. To begin, we need to add an item that will represent the materials in QuickBooks. I'll show you how:

  1. Open your QuickBooks, then go to the Lists menu.
  2. From the Lists menu, select Item List.
  3. On the Item List window, select Item at the very bottom, then choose New.
  4. Choose the type of item you want to create.
  5. Fill in the item fields.
  6. Once done, click the OK button.

Take note that in the invoice, just enter zero to the rate and cost of the item.

 

To track the products you build using inventory parts, you can check out this article for the steps: Track the products you manufacture.

 

Please let me know if you have anything else in mind. I'm here to help you out. Have a pleasant day.