Description:

In this video we show to you how estimates with markup, mileage, inventory costs and reports works in QuickBooks Desktop job costing

Video:

Table of contents:

  • 00:00:00 – Intro (Job costing reports, topics)
  • 00:00:30 – Basic allocation of expenses to jobs (customers) (write checks) (customer job) (example)
  • 00:01:48 – Customers (create estimates) (find estimates)
  • 00:02:47 – Edit item (this service is used in assemblies or is performed by a subcontractor or partner)
  • 00:03:34 – Allocating mileage (company, enter vehicle mileage) (vehicle list) (create new vehicle) (item list) (create new item) (subaccount) (add new account) (enter vehicle mileage) (mileage reports) (examples)
  • 00:10:04 – Create invoice (choose billable time and costs) (example)
  • 00:11:03 – How to charge the job for the usage (use check) (write checks, new vendor) (example)
  • 00:12:53 – Reports (job costing/jobs, time & mileage, job profitability detail) (filter report by job)
  • 00:14:19 – Write checks (tracking profitability)
  • 00:15:16 – Create invoices (available estimates) (create progress invoice based on estimate) (specify invoice amounts for items on estimate) (creates a progress invoice)
  • 00:17:59 – Reports (jobs, time & mileage, job estimates vs. actual detail) (estimate)
  • 00:20:28 – Modify report: job estimates vs. actuals detail for Campbell, Heather: Garage Rebuild (example)
  • 00:21:17 – Reports (jobs, time & mileage, job WIP summary) (customize report) (modify report: job work in progress (WIP) summary)
  • 00:20:30 – Alternative for not allocating materials to specific job (write checks) (track inventory) (create new item) (example)
  • 00:25:38 – Customers (enter sales receipts) (default title: inventory usage for job) (preview)
  • 00:27:51 – Create new item (item list) (create item group) (estimate) (print preview) (example)
  • 00:30:01 – Additional resources
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