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Angela-Thews
Level 3

Job Costing Inventory

I am looking for a solution to this question. We have the Contractors QBDT. Like most contractors, we have items that are in our Inventory that we need to bill to specific jobs. But I have yet to figure out a way to show what we have used out of inventory on my Job Costing reports? The reports will show my Vendor bills that have been posted to a job, but if the boss wants a "Complete" job cost breakout then I need to be able to show what the guys have pulled from inventory and used at the job. Does anyone know how this can been done? Thanks in advance for any help with this! Angela @Angela-Thews
3 Comments 3
Rubielyn_J
QuickBooks Team

Job Costing Inventory

Let me provide some idea about running job costing inventory reports, @Angela-Thews.

 

QuickBooks Premier Contractor Edition and Accountant Edition offer a wider range of job costing reports. I can see the importance to see what you have used out of inventory.

 

To do this, generate a job costing report and open the amount to see the breakdown of each transaction. Then export the statement to an Excel file. From there, you can manipulate the data and add the necessary info.

 

Here's how:

  1. Generate the job costing report.
  2. Select the Excel dropdown found at the top of the report.
  3. Click Create New Worksheet.
  4. In the Send Report to Excel window, choose what you'd like to do with the report.
  5. Once done, hit Export.

 

To provide you with more insights about personalizing reports in QuickBooks Desktop, you can always check out this link: Customize reports in QuickBooks Desktop.

 

Lastly, to help you in managing job costs in QBDT, here's a reference that you can scan through: Track job costs in QuickBooks Desktop.

 

Don't hesitate to comment below if you have other questions about running job costing reports. I'll be happy to lend a helping hand. Keep safe!

Angela-Thews
Level 3

Job Costing Inventory

Hi Rubielyn, Thank you for the response back! You mentioned the Premier Contractor Edition, is this different then the QB Enterprise Solutions Contractor 22(?), which is what we are currently running. Angela@Thews
MJoy_D
Moderator

Job Costing Inventory

You're welcome! It's our pleasure to help, @Angela-Thews.

 

Only QuickBooks Premier Contractor and Accountant editions can generate Industry-specific reports. Other versions like QB Enterprise Solutions Contractor 2022 can go to the Reports menu and then Jobs, Time, & Mileage to access various job reports.

 

You can refer to this article for more information about running job costing reports to see how your business is doing on a job-by-job basis: Track job costs in QuickBooks Desktop.

 

You can also consider running QuickBooks Advanced Reporting in your QuickBooks Enterprise. It's a feature that lets you create customized reports using your QuickBooks data to build your own report based on your specific needs. Check out this article for detailed guidance on how to customize and set this up: QuickBooks Advanced Reporting (QBAR) FAQ

 

I'm always here if you need more help with your job costing reports. I'm always glad to help in any way I can. Have a great rest of the day!

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