I've got you covered, @Chris-BRW.
I appreciate you laying out the details of your concern. I've got some information you need to accomplish your goal.
QBDT ensures you have an accurate record of your job costs. Hence, you'll need to go through a step-by-step process to track it on your Unbilled Costs by Job report.
First off, you'll need to set up a Customer: Job for your job. This enables you to keep track of your income and expenses on a job-by-job basis and can simplify your books. Here's how:
- Open your QuickBooks Desktop company file.
- Go to the Customers menu, then select Customer Center.
- From the New Customer & Jobs drop-down, choose Add Job.
- Fill out the job information.
- Click OK once finished.
When settled, we can now assign all your expenses to a job. You'll just need to select the created job when entering a bill or a check.
Once done, we can enter your estimates or create appropriate invoices to apply the expense to your customer.
Feel free to visit these handy resources for the detailed step-by-step process: Track job costs in QuickBooks Desktop.
On top of that, here's a handy article that can help you in tracking your customer/job sales and expenses and personalize it according to your needs: Customize customer, job, and sales reports.
Let me know how else I can help you with QBDT-related tasks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe.
