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Job Costing

Forum|Forum|5 years ago
August 12, 2020
2 replies
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What's the proper way to close a job so that it no longer shows up on WIP and other Job Costing reports?

QuickBooks Desktop

Best answer by JoesemM

Thanks for posting the Community space, @Holly31.

You can inactivate the Customer job so it won't show up on the WIP and job costing reports in QuickBooks. I'll guide you how:

Go to the Customers menu.
Select Customer Center.
Right-click the name of the customer that you would like to close the job.
Select the Make Customer: Job Inactive.

Once done, the job is hidden and no longer listed in the Customers and Jobs list.

In case, you want to make the job inactive again just click All customers from the drop-down list.

I've also added these articles about customizing reports and job costing. It provides specific custom reports you can create in QuickBooks:

Add a comment below if you have additional concerns. I'm here to keep helping. Have a great day!

JoesemM

Answer

QuickBooks Team

Thanks for posting the Community space, @Holly31.

You can inactivate the Customer job so it won't show up on the WIP and job costing reports in QuickBooks. I'll guide you how:

Go to the Customers menu.
Select Customer Center.
Right-click the name of the customer that you would like to close the job.
Select the Make Customer: Job Inactive.

Once done, the job is hidden and no longer listed in the Customers and Jobs list.

In case, you want to make the job inactive again just click All customers from the drop-down list.

I've also added these articles about customizing reports and job costing. It provides specific custom reports you can create in QuickBooks:

Add a comment below if you have additional concerns. I'm here to keep helping. Have a great day!

H

Holly31Author

Thank you. Next question... will setting JOB STATUS to CLOSED prevent posting costs to it?

MariaSoledadG

QuickBooks Team

Let me provide you information about this, Holly31.

Setting a Job Status as Closed indicates that the job is already completed. If those expenses are assigned to jobs, it will post the cost. You'll want to change your expense transaction at a zero price. This will still post and a zero price will show on the report. I also recommend reaching out to your accountant before doing any changes.

For future reference, you can customize reports in QuickBooks Desktop so you can easily keep track of your sales and expenses. Please read this article more information: Customize Customer Job And Sales Report in QuickBooks Desktop.

You can always post a reply below if you have other questions. Always remember, we're always here to help you

C

courtwcu

Hi, I am using contractor premier 2019. I am new to this and wondering if there is a way to see what costs were billed versus what costs still need billed without going back through every invoice ever sent to a customer. Is there a way of running a report to show costs that were never invoiced? Thanks for your help

Courtney

J

JonpriL

Level 9

Hello @courtwcu,

As of the moment, there isn't an integrated way to create a report where you can compare the billed and unbilled costs for customers. With this, let's consider customizing your Transaction List by Customer report to see the list of unbilled transactions. I'll show you how.

Go to Reports.
Under Customers & Receivables, select Transaction List by Customer.
Select Customize Report.
Choose a report date range based on the transactions you wanted to review.
On the Filters tab, select Billing Status.
Select Unbilled.
Click OK.

In the same manner, here's an article you can read to learn more about customizing your report: Customize reports in QuickBooks Desktop.

On top of that, I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Desktop.

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe!

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