How do you format estimating for CSI or Masterformat with numbers?
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In the contractor's Quickbooks edition I need to use CSI or Masterformat for estimating. This is the conventional form used by all contractors. Can anyone point me in a direction? Nearly all estimating packages integrate CSI into general ledger and subsidiary ledgers for job cost comparisons.
Answer
Your CSI list should be on the Lists - Items list. Your General Ledger (Profit & Loss accounts) should be summarized.
For example: Items List:
Plumbing Rough In
Plumbing Final
Plumbing Fixtures
Then your General Ledger:
Job Materials (Cost of Goods Sold)
Subcontractor (")
Equipment (")
Labor (") this is W-2 Employee Labor
Other (")
This way your business Profit & Loss summarizes by cost type, while the items list gives great detail.
Make sure you use the items tab on a check or bill form for the best in Reports - Jobs.
Please mark this answer as solved or post additional questions. Thanks so much!!!
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