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BSharpExc
Level 1

Items list for construction company

I'm restructuring our company file after 19 years.  Our construction company when we started only had 1 type of equipment ie 1-325JD Skidsteer which i had given an item number 10005 - 325.  When we started using T-Sheets i added the description to the item name as our employees had no idea what the numbers meant to simplify things.  what has happened is we grew and now have multiple of the same types of items using the related code for all.  My accountant has started a new company file with our balances etc.  i need to add our item list from scratch to have a new clean file we can grow with.  I'm looking for suggestions on a better approach to being able to track revenue per equipment.  while also making this simple and not a burden of work on our employees (simple or it won't get down)  we have started assigning unit numbers.  would it make sense to scrap the 10005 code for eg and enter everything as unit numbers or is there a way to select the item for the billing amount that does not change and also select the fleet item your going to use?  open to any suggestions before i get started 

1 Comment 1
EvethC
QuickBooks Team

Items list for construction company

Hi there, BSharpExc. The most direct way to ease the process for your employees to distinguish items is to continue what you are currently doing by adding the necessary details directly into the Item Name section. This ensures the employee can see all required information clearly on their timesheets.

 

However, if you need a different way to track specific units without making your item list too long, I recommend asking your Accountant about using class tracking to monitor revenue per equipment.

 

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