POSTING A PURCHASE TO A JOB FOR JOB COST TRACKING AND FUTURE BILLING
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?
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4 Replies
11/17/08 12:51pm PST
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.
11/17/08 4:43pm PST
Thanx for the reply Rose L...I have tried that but it takes the amount from my bank account linked to QB and the credit card is not a debit card ;linked to this account. Can I enter the Amex Purchase, then job cost and then pay the ames from this account....now that I type it thatsems to make sense!
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11/23/08 3:44am PST
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
Laura Madeira
www.quick-training.com
www.quick-training.com
Catrick2000
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11/24/08 2:10pm PST
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Also, I suggest using the Items Tab instead of the Expenses Tab to record job-related purchases.
Cat
