QuickBooks Job Setup & Reporting
Budget: $30 – $250 USD
I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance.
What I’d like you to do is hop into a screen-share, assess how the file is organised, and then:
• create a sample job structure I can reuse
• map the right income and cost accounts to it
• turn on or fine-tune any preferences required for job costing
• demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version)
Please record or document each step so I can repeat the process on future work. The engagement is finished when I can open QuickBooks, choose a job, run the report, and immediately see its standalone performance without extra filtering.
What I’d like you to do is hop into a screen-share, assess how the file is organised, and then:
• create a sample job structure I can reuse
• map the right income and cost accounts to it
• turn on or fine-tune any preferences required for job costing
• demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version)
Please record or document each step so I can repeat the process on future work. The engagement is finished when I can open QuickBooks, choose a job, run the report, and immediately see its standalone performance without extra filtering.
Related categories:
Project Management
Accounting
SQL
Finance
Intuit QuickBooks
MYOB
Financial Analysis
Bookkeeping
Financial Consulting