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phineas629

New Member

02/02/12 11:53am PST
Viewed by asker today 4:08pm PDT

Using Quickbooks Pro for Service Industry

US QuickBooks Pro for Windows : 2012

I have Quick Books Pro. Our job is to care for clients for which insurance pays. However, the stipulation is that each client gets a set amount of care. i.e. client A gets 100 hr max per year. client B get 200 hrs max per year. How can I use Quickbooks Pro to make sure I don't exceed hours for each client?

Also, in Quickbooks would I be making the Insurance Companies as the "Customers" and each client as a "Job"? Let me know if I should use a different strategy.

Thanks in advance

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4 Replies

qbteachmt

Allstar, Accountant Community AllStar

02/02/12 10:35pm PST

Yes, I would use Customer:Job as you describe.

You can use QB timesheets to track who did what for whom, but the use of QB is more typically an "after the fact" of services provided and there is nothing to flag that you are going over, in day to day services. Don't you have care charts?

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phineas629

New Member

02/03/12 7:52am PST

I'd like for most of everything to be central in one program. It makes it easier for me to see where the money came from and is going.

I heard I could attach QB Pro to MS Access but I am nowhere near that talented. Are there any effective strategies to connect QB to my excel sheets?

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qbteachmt

Allstar, Accountant Community AllStar

02/03/12 9:59am PST

The solution

It depends on what you track in Excel.

"I'd like for most of everything to be central in one program."

Wouldn't we all?

In Pro, you can start with an Estimate.

If you upgrade from Pro to Premier, you can use Sales Orders.

Either method would allow you to "invoice" for the time used at certain points.

This would allow you to track, from the beginning, that someone gets 100 hours or 200 hours.

But you, a person, has to manage and track and compare the hours used against the baseline. Because at the point you are doing this comparison, the work has already been performed.

There is nothing in QB to flag you "Stop Working Now; you are exceeding their allotment."

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phineas629

New Member

02/03/12 10:56am PST