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Senior Explorer ***

ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Good morning,

We are a GC and recently purchased QB Premier 2019 Contractor.  We need to create or setup the Contractor side and enter Jobs and cost codes with categories.  

Anyone that can give me input on this?  

I've used Sage for Construction; however never setup a company and only used QB for accounting only.

Hope to connect soon.

Thank you, 

15 Comments
Moderator

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Hey there, @PUR2019.

 

Welcome aboard to the Community and thanks for choosing QuickBooks as your accounting software.

 

To create or set up a contractor/vendor, here's how:

 

1. Go to the Vendor menu at the top and pick Vendor Center on the drop-down.

32.PNG
2. Click the New Vendor option, then New Vendor again.

33.PNG
3. Enter the necessary information, then hit OK once done.

 

 

To create or set up a Job, make sure to create a customer first. Here's how:

 

1. Go to the Customers menu at the top, then Customer Center.

34.PNG
2. Click the New Customer option, then New Customer again.

35.PNG
3. Enter the necessary information, then hit OK.

 

 

After that, set up a Job, right-click on the customer's name and pick Add Job.

36.PNG

 

On the other hand, may I know what you're referring to cost codes with categories? Any additional information will be much appreciated. This will help me ensure that I can provide you with the best information.

 

In the meantime, I'm including an article that tackles tracking job costs in QBDT for future reference.

 

This should point you in the right track. Please let me know how everything goes. I'm looking forward to your response. Take care and have a great rest of the week.

Established Community Backer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Memere

links are broken

Established Community Backer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Well, fudge.  They're on Facebook, I assume you have to be subscribed to that page to be able to see them.

Senior Explorer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Good morning,

 

Thank you for your prompt response it is helpful!

To track the job costs, codes and categories are implemented and used every time a payment is done.

For example: Structure payment to the Subcontractor of $1,000.00 is coded to Division 3, code 03-300 Category S (for subcontractor) and so it is for all other (plumbing, electrical, fixtures, etc. etc).  
What I've done in another Construction software (Sage/Timberline) whenever setting up a new vendor the codes and categories where included in the vendor setup.  This way it is only one entry that populates accordingly to the Chart of Accounts and Job Cost.

When producing Job Cost reports, the progress of the job is there and...the contractor uses the information to create estimates, etc.

I think that in QB are called class or items??? Not sure yet.

I'm really looking forward to start using the Contractor side of QB...

Hope I made myself clear.  

Thank you again for taking the time.

Have a great day.

 

 

QuickBooks Team

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Hi there, @PUR2019.

 

It's my pleasure to help share a little more information about tracking your cost of goods sold.

 

In QuickBooks Desktop (QBDT), you can assign a preferred vendor when setting up an item under the Item List.

 

Here's how:

 

  1. Click on the Lists menu.
  2. Select Item List.
  3. Click on the drop-down arrow beside Item.
  4. Click on New.
  5. Select Inventory Part under Type.
  6. Fill in the required information.
  7. Select a vendor under Preferred Vendor.
  8. Click on OK.

You can also check this article for more information about inventory assets and COGS tracking: Understand Inventory Assets and COGS tracking.

 

On the other hand, you may need to contact/consult with your accountant if you need further assistance with the specific categorization of codes.

 

Please don't hesitate to add a comment below if you have any other questions, I'll be always here to help you. Have a great day ahead!

Senior Explorer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Thank you!

Everyone that has contacted me with answers have been great and I'm very grateful for that.

I believe I should contact someone who is a General Contractor / Builder and uses QB: Premier Contractor Edition 2019 Desktop in order to setup the Contractor function correctly.

 

One of the reasons to buy this software was that option of creating estimates from it directly which is a great option for the size of our company and for what we do.

 

Every time I've received a message with links, I've tried them to be familiarized, may I already know others not yet.

 

Thank you again!!!

 

Senior Explorer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Thank you for your detailed response, :).

I've worked for a GC using Sage Timberline in construction where divisions, cost codes and categories were in job cost (as in the schedule of values, or estimates to potential customers).  

Therefore, I'm not sure in QB Desktop Contractor how these are setup, or if in QB these are named different. 

For example:

Div 3 - Structure would have the main cost the Subcontractor, then materials and labor, each has its own code and category.  So, when paying the invoices the costs are populated accordingly.

I would think that in QB these (cost codes, categories, etc.) are entered in the setup of either the vendor and definitely in the Job.  Maybe are called something different. 

Hope I am making myself clear... 

 

 

QuickBooks Team

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Hello there, @PUR2019.

 

I appreciate you coming back to us for additional support. Allow me to join this thread and share more insights about assigning division, class, or location in QuickBooks Desktop.

 

Utilizing the Class feature lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business. Also, this monitor income and expenses and run reports for different segments or locations of your business.

 

Here's how to turn it on:

  1. On the top menu, click Edit.
  2. Choose Preferences.
  3. Go to the Accounting tab
  4. Select Company Preferences.
  5. Make sure to put a check mark on the Use class tracking for transactions box.
  6. Click OK to save changes.
    1.PNG

Next, here's how to add classes:

  1. On the top menu, click Lists.
  2. Choose Class List.
  3. Right-click on your mouse and choose New.
  4. Enter the necessary information and click OK.

For in-depth information about classes, you can check the How to Use Class Tracking in QuickBooks blog by Beverly Lang. She shared the best practices for the Class feature.

 

That'll automatically add the Class field when you create transactions in your QuickBooks. After that, you can customize reports by classes for easier tracking.

 

That should do it. Let me know the results or if you have other questions. I'm always here to offer more help. Have a good one.

Senior Explorer ***

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

Thank you!

I'm working on it and will let you know.

Again very appreciated you took the time to provide this information. 

QuickBooks Team

Re: ENTER / SETUP QB PREMIER 2019 CONTRACTOR

That's music to our ears, @PUR2019.

 

I'm delighted to hear we're able to help take the stress out of business accounting for you. I'll surely pass along your thank-you note to my colleague, @HoneyLynn_G.

 

Be sure to check out our Community site for tips on how to get the most out QuickBooks full potential: Help articles for QuickBooks Desktop.

 

Also, for additional insights in navigating around QuickBooks, you can join our webinars: Get the most out of QuickBooks with Webinars.

 

Drop a comment below if you have any other questions. We're always here to answer all your inquiries.

Senior Explorer ***

Re: HOW TO DELETE A MEMORIZED REPORT IN QB DESKTOP 2019

Hello there,

I've tried to delete a memorized report in QB desktop 2019 following the instructions found in the Help option (look for the report, right click, delete).   However, the option to right click is not available.

 

Does anyone have this version of QB and can guide me how to do this?

 

I'll appreciate it!

 

Thank you, 

 

 

QuickBooks Team

Re: HOW TO DELETE A MEMORIZED REPORT IN QB DESKTOP 2019

Hi PUR2019,

 

You can go to the Memorized Report List window and delete from there. Let me guide you through the steps.

  1. Click Reports.
  2. Click Memorized Reports.
  3. Click Memorized Reports List.
  4. Click the report you want to delete. Then, click the Memorized Report drop-down.
  5. Click Delete Memorized Report or press CTRL+D on your keyboard.
  6. Click OK when prompted.

Once done, check your report list again.

 

I've attached a screenshot for you.

 

You can read this handy article about memorize reports: Create, access and modify memorized reports.

 

You might also want to visit our page for future reference regarding reports: Reports and accounting.

 

Drop a comment anytime if you have additional questions. I'd be around to assist you.

 

 

Senior Explorer ***

Re: HOW TO DELETE A MEMORIZED REPORT IN QB DESKTOP 2019

Thank you!!!

 

Got it. 

 

Have a great remaining of the day. 

Content Leader

Re: HOW TO DELETE A MEMORIZED REPORT IN QB DESKTOP 2019

I'm glad you were able to find the info you were looking for here in the Community, PUR2019. You know where to come if you ever need assistance again in the future. Take care.

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