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Kerstin Smith
Level 1

What do you recommend for contractors? I have many jobs under one customer and would like to keep track of costs by job.

 
2 Comments 2
SashaMC
Moderator

What do you recommend for contractors? I have many jobs under one customer and would like to keep track of costs by job.

Hey Kerstin Smith,

 

Thank you for reaching out to the QuickBooks Community! In QuickBooks Online, the Project feature works to organize and track Job Costing. You would need to turn on the feature first, though. Here's how: 

 

  1. Go to the Gear icon, then choose Account and Settings.

  2.  Select the Advanced tab.

  3. Find the Projects section and click Edit to expand it.

  4. Turn on the Use project financial tracking.

  5. Hit Save.

 

The next step would be to create a new project. You can do this by following the steps below: 

 

  1. Choose Projects.
  2. Select New Project.
  3. In the Project Name field, enter the project name.
  4. Select the project customer from the Customer ▼ dropdown.
  5. Add any notes or details about the project in Notes.
  6. Select Save. 

 

From there, you will be able to add involves, expenses, or estimates directly to the project. I encourage you to use this link to proceed with the setup. Once you have completed this, you can pull a report to see all the details. 

 

  1.  Go to Projects on the left pane.

  2.  Double-click the project name.

  3. Select the report under Project reports,

  4.  Filter your desired date and click run the report.

 

Drop me a comment below if you have further questions about utilizing the Project feature. I'll always be here to assist you! I hope you have a great day. 

Fiat Lux - ASIA
Level 15

What do you recommend for contractors? I have many jobs under one customer and would like to keep track of costs by job.

@Kerstin Smith 

If you prefer to use QB Online than QB Desktop, you should start from Plus to manage your business. If the feature is not enough for your specific tasks, consider having a 3rd party app to integrate with your QB Online later.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

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