Job Costing

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

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

Is there a way to prevent costs or employee's time being posted to a job that has been marked inactive? 

Jobs that are inactive no longer appear available when you assign a job to expenses or an employee's time in QuickBooks Desktop (QBDT), @DanaLB.

I replicated this situation on a QBDT test account, and here are the results. This screenshot shows the Family Room job is inactive:

I created a sample check. Notice that the Family Room job is no longer an available option in this screenshot:

Here's a sample employee timesheet:

Open this article for additional information about this process: Tracking job costs in QuickBooks Desktop. It's a detailed guide on how you can properly assign expenses to jobs, so you can accurately track them.

Post a reply if you additional concerns about job costing in QBDT, and I'll be sure to get back to you.

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

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.

1. Go to Reports.
2. Under Customers & Receivables, select Transaction List by Customer.
3. Select Customize Report.
4. Choose a report date range based on the transactions you wanted to review.
5. On the Filters tab, select Billing Status.
6. Select Unbilled.
7. 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!

I want to make a job to where no charges can posted to it, but still want to see the job when I run job cost reports.  when I make the job inactive, it goes away completely.  Any options?

Hello there, @Dave205.

You've got me here today to share some more information about job costing via QuickBooks Desktop.

You can include inactive customers/jobs in the Profit & Loss Budget Overview report by customizing it. Use this filter to limit a report to transactions involving a specific job status. Let me show you how:

1. From the top menu, select the Reports tab.
2. Select Budgets & Forecasts then Budget Overview from the drop-down lists.
3. Click Next twice then Finish.
4. At the top left, select Customize Report.
5. Go to the Filters tab, then search for Job Status.
6. Click the Job Status drop-down arrow and select the job status you want to see on the report.
7. Hit OK.

For more information about budget and reports, such as how to create, edit, and manage them, please check below:

• Create a budget or forecast in QuickBooks Desktop
• Customize customer, job, and sales reports in QuickBooks Desktop
• Customize reports in QuickBooks Desktop

Open this article for additional information about this process: Tracking job costs in QuickBooks Desktop. It's a detailed guide on how you can properly assign expenses to jobs, so you can accurately track them.

For future reference, read through this article: Understand reports in QuickBooks Desktop. It includes a list of available reports with their details.

I'll be right here to help if you need more assistance in your job costing. It's always my pleasure to help you succeed in this task.