POSTING A PURCHASE TO A JOB FOR JOB COST TRACKING AND FUTURE BILLING
11/17/08 7:59 AM
Total Views: 669
Total Views: 669
I made a purchase at home depot for a job I am currentlyworkng on, The customer is set up in my QB, I made the purchase with my Amex, how do I post it to the job for job costing?
All Replies: Answers (2)
Comments (2)
Rating 0
Answer
11/17/08 12:51 PM
When you go to Banking "Enter Credit Card Charges" enter the job into the area where job name is listed. It will show up on your job costing report.
Rating 0
Answer
11/23/08 3:44 AM
Rose was correct, I add just a couple other items:
1. Create a Credit Card Type Account (Amex)
2. Banking, Enter Credit Card Charges, in the account area use your job cost account
3. When paying your credit card if you use a check from, at the top assign your banking account, in the account area assign your credit card account.
4. If paying your credit card with a bill form, in the account field, assign the credit card account. Pay your bill as normal.
5. Last and most important, be sure to "reconcile" from the banking menu your credit card account.
Laura
1. Create a Credit Card Type Account (Amex)
2. Banking, Enter Credit Card Charges, in the account area use your job cost account
3. When paying your credit card if you use a check from, at the top assign your banking account, in the account area assign your credit card account.
4. If paying your credit card with a bill form, in the account field, assign the credit card account. Pay your bill as normal.
5. Last and most important, be sure to "reconcile" from the banking menu your credit card account.
Laura
Comment
11/24/08 2:10 PM
Also, I suggest using the Items Tab instead of the Expenses Tab to record job-related purchases.
Cat
Cat
Comment