Understanding The Basics of Job Costing in QuickBooks Pro/Premier and Enterprise – New Webinar

 In Post, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks for Mfg + Distributors, QuickBooks for Service Businesses, QuickBooks Reports, QuickBooks Tips and Training

Trying to figure out the basics of using jobs and job costing in QuickBooks Pro/Premier or Enterprise?

If so, this webinar is for you!


Our focus in this webinar will be the basic setup, usage, and reporting of jobs in the Pro/Premier and Enterprise versions of QuickBooks (sorry…NOT covering QB Online in this session).

Topics include:

  • Customers vs. Jobs – what’s the difference?
  • Adding a job
  • QuickBooks fields for tracking information unique to the job
  • Creating a job estimate
  • Buying materials for a job / tracking job related expenses

In addition, we’ll be discussing:

  • Job items vs job expenses – why items are very helpful
  • Converting a job estimate to an invoice (in full or partial)
  • Using inventory for a job
  • Tracking labor to jobs (time vs dollars)
  • Job reports, including (but not limited to):
    • Profit and Loss by Job
    • Estimates vs. Actuals by Job
    • Unbilled costs by job
    • Open PO by job
  • Class tracking for jobs

And of course…we’ll have plenty of time for Q+A!

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