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sbancheva
Level 1

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

How can I set up and use project feature or an equivalent of it (locations or jobs) in QuickBooks Desktop?

5 Comments
Anonymous
Not applicable

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Simply define a JOB for the customer, or if its an internal project with no customer then create a dummy customer/job name.

Then tag all the expenses with the Job in the 'name' column.

Later run JOB reports

AldrinS
QuickBooks Team

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Hi there, sbancheva.

 

Allow me to join this discussion and provide additional clarification.

 

I agree with MikeinBC. That being said, let me walk you through the steps on how to set it up in QuickBooks:

 

Track jobs in QuickBooks Desktop

  1. From the Customers menu, choose Customer Center.
  2. Click the New customer & Job drop-down menu, then select Add job.
  3. Enter an appropriate Job Name.
  4. Fill in any other necessary details
  5. Click OK.

All of this information and more is available in our guide on how to track job costs in QuickBooks Desktop.

 

Keep in touch if there's anything else I can do for you. I've got your back and am always happy to help. Wishing you all the best!

Janetta Howson
Level 2

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

How do you record inventory items used on a quoted job. These items are taken out of inventory, but not individually invoiced to the client

raheelarif
Level 1

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Can we sub divide the whole project in further categories ?

For example we have a multi story building which have following and we want to know the sub cost of each part as well :

 

Shops

Offices

Apartments

Other

SashaMC
Moderator

How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Hello raheelarif,

 

It is nice to see you here in the Quickbooks Community, and I can definitely provide you with some assistance! A suggestion that has been made for creating this would be to use New Job, which is like a sub-customer under the Customer name. Secondly, for all entries where you use Customer, use Job level for expense entries, invoices or sales receipts, or QuickBook Time. From there, it will be separated under that customer. For example like this:

 

Smith and New Garage

Smith and Kitchen Remodel

Smith and Lakefront Home

 

Or it can be like Customer =Owner, Job Name = Pet name, Job Type = cat or dog, for a Veterinarian practice.

 

Please let me know if you need further clarification by commenting below. I am also attaching this link as a reference for tracking job costs in QuickBooks Desktop. Take care and keep me posted!

 

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