I'm a roofing contractor. I received a monthly bill from my vendor. It had material from several jobs. How do I ensure each project gets its expenses allocated correctly?

Hi there, nickziegler.

There are two options on how you can allocate or assign expenses to each job. First, is to set up the job as a sub-customer. Then, tag the sub-customer when recording the bill. 

Here's how you can set up the job as a sub-customer:

1. Go to the Sales menu and select Customers.
2. Click New customer, then make sure to check the box for Is sub-customer.
3. Select the parent or customer in the drop-down list.
4. Enter the name of the job, then click Save.

Once done, turn on the Billable and expenses feature so you can assign or tag the customer when recording bills. Here's how:

1. Go to the Gear icon and select Account and settings. 
2. Proceed to the Expenses menu and click Billable and expenses.
3. Make sure to check the box for Track expenses and items by customer.
4. Click Save.

Then, make sure to select the job or sub-customer in the Customer/Project column in the bill (see attached screenshot). 

Second option is to use the Projects feature in QBO. You can use these articles as guides on how to use this function:

• Set up and create projects in QuickBooks Online
• Track income, costs, and profitability by project

Please add a reply below if you need anything else.