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MarkITG
Level 1

Customer Sub Jobs

Using 2017 DeskTop Premier Contractor

I am setting up a customer job, then adding a Sub Job under it to track Certified Payroll hours. Hours that don't need to be reported for CPR (off-site) are tracked under the main job.

 

This works fine for CPR but is creating other issues. For example, because the Sub Job does not have an associated estimate it does not show up on the WIP report. I tried entering a $0 estimate but that did not work. I don't want to split up the estimate, as that will create issues with invoicing.

What I really want is for everything associated with the sub-job to just roll up to the main job and report there. Is this possible?

Solved
Best answer March 21, 2018

Best Answers
Rustler
Level 15

Customer Sub Jobs

No each job is a unique event in QB.

 

If you use premier or enterprise, you could use a sales order for the job to track non reportable hours.

 

Or use an additional estimate with the same estimate number and add a -H for that job, I think, I have not tried reporting that way, that it would report too.  But if the non reportable hours have no actual value, it is immaterial from what I see

View solution in original post

9 Comments
Rustler
Level 15

Customer Sub Jobs

No each job is a unique event in QB.

 

If you use premier or enterprise, you could use a sales order for the job to track non reportable hours.

 

Or use an additional estimate with the same estimate number and add a -H for that job, I think, I have not tried reporting that way, that it would report too.  But if the non reportable hours have no actual value, it is immaterial from what I see

View solution in original post

MarkITG
Level 1

Customer Sub Jobs

Thank you for the response. Since the ultimate goal is to run a report for Certified Payroll which only includes the onsite hours, I am unclear how using Sales Order to track the CPR hours would be helpful. Can you elaborate?

 

Both the reportable and non-reportable hours have value and need to be reflected in the job costs. I'm trying to keep them separate for CPR reporting, but have them roll up into the costs of the main job. I was hoping there was a "Parent-Child" option for Jobs. I hope that makes sense!

Rustler
Level 15

Customer Sub Jobs

I guess I misunderstood, when you said you did an estimate for zero, I thought that meant you only wanted to track total hours and not the value.


Job cost in terms of labor hours, would mean you would have to move payroll expense (some portion of it) out of payroll expense and into job expense. Sorry I do not deal with payroll and reallocating it. Best I can think is track the hours, do the math per employee and then do a journal entry to move that value.


I'm sure there is a more elegant way, and hopefully someone will chime in.

Carolexx
Level 2

Customer Sub Jobs

This really sucks, I went to the enterprise solutions because it supposedly has the best way of working with a professional contractor reporting etc.  I have the exact same problem and have set up Payroll to count all the hours and charge them to the job but I want to set up a sub customer because a lot of these hours go to a different project with the same prime contractor.  Is there a way to set up a sub customer that is connected under the prime contractor but that I can run reports separately on income and expense or can pull the reports together?     How do I set this up in customers?

JenoP
QuickBooks Team

Customer Sub Jobs

Thanks for joining us here, Carolexx.

 

For now, there's no option to create a sub-customer directly under a prime contractor. You'll need to tag each contractor-related expenses so they can be linked to the sub-customer or job. 

 

Although not all, there are also a number of expense reports that can be customized or sorted out by job. Here's how:

 

  1. Go to the Reports menu, scroll-down to Industry Specific.
  2. Select Contractor Reports and select a report.

For income transactions, run the Profit and Loss by Job report. Then, make sure to click the drop-down list for Show Columns and select Customer:Job.

 

We'll definitely send your feedback to our product engineers. Customer feedback and suggestions are collected and reviewed for future updates.

 

The Community is always here if you need anything else.

Carolexx
Level 2

Customer Sub Jobs

so there is no way to set up job costing then?  If I cannot list the basic contractors and then the sub-contractors who pass donm the policies and reporting obligations, invoicing obligations to us, there is no better way to invoice or charge costs to sub contracts?  For instance, we sub-contract several jobs from a sub-contractor to a government agency.  We have to keep expenses for each sub-contractor and we have to keep records of their retention to our invoiced amounts (they retain ten percent of each invoice until the job is finished).  Your saying, there is no way to set up job costs and invoice retention in quickbooks?

GlinetteC
Moderator

Customer Sub Jobs

There is a way to set up job costing in QuickBooks Desktop, Carolexx.

 

This way, you can track your expenses for a specific job. I'll show you how:

  1. Select the Edit menu, then Preferences.
  2. From the left menu, select Accounting, then choose the Company Preferences.
  3. Make sure to checkmark the Use class tracking for transactions box.
  4. Click OK.
  5. Select Edit, then Preferences.
  6. From the left panel, select Payroll and Employees.
  7. Select the Company Preferences tab.
  8. Put a checkmark in the Job Costing, Class and Item tracking for paycheck expenses.box.
  9. Select whether to track Entire Paycheck or Earnings Item.

You can learn more information on how to set up job costing in this article.

 

I've also added this link on how to track job costs in QuickBooks Desktop for your reference.

 

Please let me know if you need more help with setting up job costing by leaving a comment below. I'll be right here to answer them.

mrzdockwalker
Level 1

Customer Sub Jobs

THANK YOU THIS IS VERY VALUABLE INFORMATION!

 

Hopefully you are still around and can answer a simple question for me.  In order to keep job numbers the same we are creating an estimate at a "zero" amount an then the job/work order number to agree.  is there another way to do this to keep me from having all of these estimates at a zero value?

ChristieAnn
QuickBooks Team

Customer Sub Jobs

Hi there, mrzdockwalker.

 

I just wanted to let you know that my colleague responded to your other post. In order to keep the conversation streamlined and provide you with the best resolution, I'll ask that you post any follow-ups there.


Just in case you haven't been notified of the new response, here's the link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-work-order-vs-sales-orde...


Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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