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Job Costing in QuickBooks Online (QBO) with the NEW Projects Feature - QB Power Hour

Long for Success, LLC

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Job Costing in QuickBooks Online (QBO) with the NEW Projects Feature - QB Power Hour

36 928 просмотров · 9 лет назад
Long for Success, LLC
11,8 тыс. подписчиков
36 928 просмотров · 9 лет назад
In this QB Power Hour, we discussed job costing in QuickBooks Online with the new Projects feature. NOTE: You must have QBO PLUS to do the job costing and there are some limitations (i.e. no labor / payroll allocations except for manually and no progress invoicing). Specifically we discussed: --setting up for job costing including setting up 2 sided (aka double-sided) items -- set up a budget for the customer / project (if desired) -- enter transactions for the costs (expenses, checks or bills), assigning them to a customer / project and marking it billable or not. (also mentioned entering expense with the QBO mobile app) -- create the invoice or sales receipt -- use the Projects center to quickly see reports -- transaction list, profitability, unbilled time / expenses and non billable too. -- customize other reports -- profitability by item, budget vs. actual Plus, an Intuit project manager joined us to discuss the new projects feature to help keep the transactions and reports together in one location for easier use and access. --