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Robert105
Level 1

QuickBooks Inventory Capability

My question centers around using QuickBooks to account for material and supplies used on customer’s jobs through QuickBooks Inventory capability.  I am a small energy performance contractor using QuickBooks Pro 2019 Desktop and we purchase material & supplies to put on our shelves for eventual use on energy upgrade jobs.  Currently we pull material from the shelf stock to use on the job but I am not able to assign the cost of the material to the job because when purchased it was purchased in bulk and not assigned to the job.  I typically develop the job estimate before the customer approves for us to begin work so the material is not itemized on the estimate but figured into the line item cost.  During the performance of the job I would like to be able to assign the pulled stock to the job but not have its charges shown on the invoice or itemized on the customers invoice but more to track the actual cost of the job.  How do I used the QuickBooks Inventory capability in this manner or should I simply use a separate inventory tracking software and track material cost in that way?

5 Comments 5
Fiat Lux - ASIA
Level 15

QuickBooks Inventory Capability

Consider having a construction management app to integrate with your QBD.

Robert105
Level 1

QuickBooks Inventory Capability

So how do I get that?  Is it part of QB?

Fiat Lux - ASIA
Level 15

QuickBooks Inventory Capability

3rd party apps. We may recommend 2 options should you interest to explore.

Robert105
Level 1

QuickBooks Inventory Capability

I am really interested in staying with QuickBooks but what are the options you're recommending?  I have a separate alternative to inventory tracking but wanted to tie into QuickBooks for continuity.

Fiat Lux - ASIA
Level 15

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