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kimazadian-yahoo
Level 1

I need help with setting up our small construction company in a way that will allow us to run meaningful and detailed job cost reports.

I am an experienced QB Enterprise user but this is my first time using QuickBooks Online and I can't seem to properly set us up with the categories we want to track.  I need all of this to work seamlessly with Payroll as well in the way I was used to with Enterprise.  Can someone help me out and point me in the right direction here?

3 Comments 3
SashaMC
Moderator

I need help with setting up our small construction company in a way that will allow us to run meaningful and detailed job cost reports.

Hello kimazadian-yahoo,

 

Welcome to the QuickBooks Community! I will be more than delighted to show you how to create categories and group your products and services. Here's how:

 

  1. Go to the Sales menu and click Products and Services.
  2. Choose the dropdown More ▼, and select Manage categories.
  3. Choose New category, then enter the name of the category.
  4. Hit Save.

 

Follow these steps to add an existing product or service to a category:

  1. Go to the Sales menu and click Products and services.
  2. Locate the product or service and choose Edit from the Action column.
  3. Choose the Category ▼ dropdown, then select one that fits this item. Or click  + Add new to create a new one.
  4. Hit Save and close. 

 

I recommend reviewing these resources to assist with the different reports and becoming better acquainted with QuickBooks Online.

 

 

Please let me know if you have any questions! I will be happy to help! I hope you enjoy the rest of your day! 

mikeholson
Level 1

I need help with setting up our small construction company in a way that will allow us to run meaningful and detailed job cost reports.

As you can see, effective communication is essential to the success of a custom software development team  mlsdev.com/blog/it-outsourcing-companies. A good software development firm will follow the right communication strategy to make sure your project gets done on time and on budget. The goal of a software project is to make your business or organization more successful, and a well-developed product requires a collaborative, respectful team. The right team will be able to communicate effectively and ensure that they are working towards a common goal.

SashaMC
Moderator

I need help with setting up our small construction company in a way that will allow us to run meaningful and detailed job cost reports.

Hello nmikeholson,

 

You are most certainly welcome! If you have questions, please don't hesitate to let me know at all! I will be available to assist further. Take care!  

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