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Paraiso
Level 1

Item list - job costing

The construction company I work for is currently setting up QB Premier. We want to start doing job costing and entering our proposals thru QB. We are currently setting up the items list. When setting up the items list a consultant recommended that we setup every item type as a service. Is this correct and is there a reason we should do it this way instead of breaking out our items between the other types (non-inventory, inventory, other charge, etc.)

Thanks for your help!

 

Solved
Best answer March 26, 2020

Best Answers
Rubielyn_J
QuickBooks Team

Item list - job costing

Hi there, @Paraiso.

 

The recommendation of your consultant is correct.

 

If you do job-costing in QuickBooks, and don’t sell individual items to your clients, set them up as services.

 

To create a service item, here's how:

  1. Go to the List menu, select Item List.
  2. Click the Item drop-down at the lower portion of the window.
  3. Choose New.
  4. Select Service as the type of item.
  5. Fill on the item fields.
  6. Click Okay.

If you want to know about adding, modifying and deleting items, you can refer to this article: Add, edit, and delete items.

 

You can always share your concerns here. I'd be glad to help you right away. Have a good day!

View solution in original post

6 Comments
Rubielyn_J
QuickBooks Team

Item list - job costing

Hi there, @Paraiso.

 

The recommendation of your consultant is correct.

 

If you do job-costing in QuickBooks, and don’t sell individual items to your clients, set them up as services.

 

To create a service item, here's how:

  1. Go to the List menu, select Item List.
  2. Click the Item drop-down at the lower portion of the window.
  3. Choose New.
  4. Select Service as the type of item.
  5. Fill on the item fields.
  6. Click Okay.

If you want to know about adding, modifying and deleting items, you can refer to this article: Add, edit, and delete items.

 

You can always share your concerns here. I'd be glad to help you right away. Have a good day!

View solution in original post

MeganGreenleafPS
Level 2

Item list - job costing

I do bookwork for a small construction contractor and I have a similar question. If we bill back the exact cost of materials to the customer, should the purchase be recorded as a non-inventory item/COGS rather than a Service item? Thanks!

ritascaletta
Level 1

Item list - job costing

I have memorized transactions list set up for monthly invoices with the same item.  How do I change the item price and have the memorized list update?  I update each invoice manually and that is time consuming.  I have quickbooks desk top 2020.

 

Thanks for your help

Rita

mbrum
Level 1

Item list - job costing

Is there a way to add a new type.  

Nick_M
QuickBooks Team

Item list - job costing

Hey there, mbrum. 

 

I'm happy to assist you this afternoon. If you're referring to adding items with new types there are several different type you can add, follow along below to see what they are. 

  • Service
  • Inventory Part
  • Non-Inventory Part
  • Other Charge
  • Subtotal
  • Group
  • Assembly
  • Discount
  • Payment
  • Sales Tax Item
  • Sales Tax Group

In the following link, you can get a description of each type to best determine which would apply for what you need: Add, edit and delete items. That link also shows you how to actually implement the different item types as well. If you have any other questions. Please post down below. Thank you for your time and have a lovely afternoon. 

mbattle86
Level 1

Item list - job costing

We are a General Contractor - there is some confusion regarding our items list.  We have a category for general conditions that covers such items as dumpsters, porta johns, printing etc. 

 

They are currently set up in as Type:  Service: Account:  Sales

Is that incorrect for expense tracking?

 

 

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