We are a construction company. I have created Customers in QB we will use DOE, JOHN and added the original estimate (which is the budget). As expenses come in I code them to DOE, JOHN so I can run a job cost detail report and see the Actuals vs Estimate.
Well sometimes I have to bill a client for something extra. So, I do the following:
- Customers/Create Estimates
- Customer Job: DOE, JOHN: Appliance Upgrade (this is what I call it so I can keep track of what extras I sent them)
- I input all the information SAVE ESTIMATE
- Then I go into that Estimate & Create Invoice & send to client
SOMETIMES, not always:
Now when I run a job cost estimate vs actuals detail, and I input DOE, JOHN it does not pull all of the expenses for this job. Some of the expenses are showing up on DOE,JOH: APPLIANCE UPGRADE (even though I coded to DOE,JOHN)? I want all expenses/estimates under DOE,JOHN?
How can I fix this?
