Entering material purchases for separate jobs under one customer that is not billed to the customer? I just want to track my costs to each job.

erlozada · ‎February 08, 2022

Hi- I’m new to the QB community. I haven’t seem to get the answer I’m looking for from Google or intuit.
I run a plumbing company. I’m trying to enter material purchases from personal receipts and vendor invoices for individual jobs in order to track job costs. I don’t bill the customer for material items since it’s included in the bid or contract before we perform the work. I don’t want to enter each individual item on the receipt if I don’t have too. I don’t keep inventory because it’s just not necessary plus that could be very time consuming and the material items are not always the same. We purchase materials as we get jobs. I would like to run a job cost/classification report once finished to see if I’m bidding jobs appropriately. Thanks in advance!

JenoP · ‎February 08, 2022

I'd be glad to help with your questions about tracking job-related expenses, erlozada.

QuickBooks gives you an option to assign a transaction to a job or customer without tagging it as a billable expense.

Since you're not recording it on a per item basis, you can create an expense account. Then, use it in the Expense tab when recording the transaction. Here's an article as a guide: Add, Edit, or Delete Accounts in QuickBooks Desktop.

You can also use a bill, check, or credit card charge to record the purchase. Just make sure to select the job in the Job column. Then, uncheck the box in the Billable column so it will not billed to the customer.

With regards to running job-related reports, follow these steps on how to access them:

Go to the Reports menu.
Select Jobs, Time, & Mileage.

If you're suing QuickBooks Premier Contractor Edition or the Accountant edition, you can run a wider range of job costing reports. Here's how:

Go to the Reports menu.
Select Industry Specific, then select Contractor Reports.

Here's an article about this feature for more details: Track Job Costs in QuickBooks Desktop.

Additional references that can help you track your job expenses are discussed here:

Don't hesitate to always ask questions if you need more help when working in QuickBooks. We're always her to guide and assist you.

View solution in original post

JenoP · ‎February 08, 2022

I'd be glad to help with your questions about tracking job-related expenses, erlozada.

QuickBooks gives you an option to assign a transaction to a job or customer without tagging it as a billable expense.

Since you're not recording it on a per item basis, you can create an expense account. Then, use it in the Expense tab when recording the transaction. Here's an article as a guide: Add, Edit, or Delete Accounts in QuickBooks Desktop.

You can also use a bill, check, or credit card charge to record the purchase. Just make sure to select the job in the Job column. Then, uncheck the box in the Billable column so it will not billed to the customer.

With regards to running job-related reports, follow these steps on how to access them:

Go to the Reports menu.
Select Jobs, Time, & Mileage.

If you're suing QuickBooks Premier Contractor Edition or the Accountant edition, you can run a wider range of job costing reports. Here's how:

Go to the Reports menu.
Select Industry Specific, then select Contractor Reports.

Here's an article about this feature for more details: Track Job Costs in QuickBooks Desktop.

Additional references that can help you track your job expenses are discussed here:

Don't hesitate to always ask questions if you need more help when working in QuickBooks. We're always her to guide and assist you.

erlozada · ‎February 08, 2022

Thank you!! This is exactly what I need to do.

erlozada · ‎February 08, 2022

Thank you! This is exactly what I’m trying to do.

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Entering material purchases for separate jobs under one customer that is not billed to the customer? I just want to track my costs to each job.