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Holly31
Level 3

What's the proper way to close a job so that it no longer shows up on WIP and other Job Costing reports?

Solved
Best answer August 12, 2020

Best Answers
Joesem M
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:

 

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Right-click the name of the customer that you would like to close the job.
  4. 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!

View solution in original post

5 Comments
Joesem M
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:

 

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Right-click the name of the customer that you would like to close the job.
  4. 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!

View solution in original post

Holly31
Level 3

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

DanaLB
Level 1

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

Ryan_M
QuickBooks Team

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.

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