Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
What's the proper way to close a job so that it no longer shows up on WIP and other Job Costing reports?
Solved! Go to Solution.
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:
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!
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:
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!
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.
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:
For more information about budget and reports, such as how to create, edit, and manage them, please check below:
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here