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ChristineUSCA
Level 1

Unbilled Job Costs applied to Job Estimate

How do I apply the billable job costs incurred through AP to a job estimate? When I apply the billable cost through the "add time/cost" feature when invoicing, it brings the item to the bottom of the invoice instead of applying it to the estimate line item. How can I have these billable costs applied directly to the job estimate amount instead of it creating its own line item?

5 Comments 5
GraceC
QuickBooks Team

Unbilled Job Costs applied to Job Estimate

Hello there, @ChristineUSCA.

 

The report you're opening provides a list of costs you assigned to a specific customer or job that have not yet billed as reimbursable expenses. It also shows how much unbilled costs apply to each client. If you did more than one job for a customer, the report shows a subtotal for each job.

 

In that case, you'll need to create an invoice for the employees billable hours, so they will not show up as unbilled on the job report.

 

To know more about job reports in QUickBooks, please checkout this article: Customize customer, job, and sales reports

 

Don't hesitate to click the Reply button if you have more questions. We're always here to help.

ChristineUSCA
Level 1

Unbilled Job Costs applied to Job Estimate

Hi Grace -

 

I'm referring to the action when I do go to invoice the customer. I choose invoice based off the estimate, then choose the estimate I want to invoice for. At that point, I want to be able to choose which items I want to bill back based on the "add costs" function and have these costs charged to the appropriate estimate line item. 

 

What I am experiencing now is that when I add these items, they're showing up at the bottom of the invoice rather than as a cost associated with the original estimated line.

 

For example, we created an estimate in QB for $1000 for windows. As we incur expenses related to that job and click "billable" in the expense transaction, it will show up in the unbillable transactions report. Now when it's time for me to invoice the client for what we've incurred thus far, I want to be able to invoice based on the estimate and show that the items that we've selected out of the add time/cost function, are part of the original $1000 estimate. So we should see on the invoice to the customer a column for original estimate, previously billed, and currently billed.

 

Is there a way to do this?

vmdavis0213
Level 1

Unbilled Job Costs applied to Job Estimate

I have this same question. We want to use billable expenses for job costing purposes, but we create invoices based on estimates as well.  I cannot figure out a good way to do both, all it does is either duplicate everything, or end up leaving all the billable expenses as un-billed. Please let me know if you have found a way around this!

vmdavis0213
Level 1

Unbilled Job Costs applied to Job Estimate

I have this same question. We work from mainly lump sum jobs, not time and material. So we create our invoices from estimates, but we still want to add use billable expenses for job-costing purposes. There seems to be no way to do this. Let me know if you have any suggestions!

MadelynC
QuickBooks Team

Unbilled Job Costs applied to Job Estimate

Hello vmdavis021,

 

You can uncheck the Billable on the Expenses. So it will just report the Expense on your project while no billable is assigned.

 

You’ll want to open the transactions then uncheck the billable section. I attached a screenshot for your visual reference:

 

You can visit our QuickBooks Community help website to get more ideas and related articles in the future.

 

I’ll be here anytime you need help.

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