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How to Track Job Costs in QuickBooks Desktop?

How to Track Job Costs in QuickBooks Desktop?

Want to learn the process to track job costs in QuickBooks? If that is the case, then we suggest you read this post carefully till the end. Job costing basically means tracking the expenses for a job and comparing those expenses to the revenue. With QuickBooks desktop’s job costing tools, one can see the money that is spent and also make for each job. We recommend you to follow the steps to ensure that he/she has an accurate record of the job costs. Ensuring to setup each item with enough information is recommended.

Moreover, the level of detail in the item list will determine the preciseness of the job cost reports. Read this process to learn the process to add, edit, and delete items in QuickBooks. Or you can also contact our team professionals at +1-844-521-0490 for any further assistance.

Read also: How to Convert Data File From QuickBooks Online to Desktop?

Steps to Tracking job costs in QuickBooks Desktop

The user can perform the below steps to track job costs in QuickBooks. Let us have a look:

Step 1: Setting up a customer: job for each of the job

Setting up a customer job for each of the job - Screenshot

In case the user is having only one job for a particular customer, then the user is recommended to set up an individual job for that customer. This will enable to keep a track of the income and expenses on a job by job basis and can simplify the bookkeeping if the user adds another job for that the customer in the future.

Step 2: Assigning all the expenses to jobs

In order to get a complete job cost picture, the user should ensure to assign all the expenses to jobs. Choose the appropriate job in the customer: job column whenever a bill, check, or timesheet is entered.

For billable time

Recording the hours spent on the job, either by using a weekly timesheet or a single activity entry. The user should assign the hours to customer or job. And each of the entry will be checked on its own in the billable column on the form. The most important point to note here is that the time must be imported to a bill or invoice to be included in the job profitability or company financial reports.

For overhead expenses

In case the user goes for allocating overhead expenses for specific jobs, then that can be calculated by performing some set of steps.

For job related purchases

The user should use a bill, check, or credit card charge for recording the purchase. Now, on the items tab, entering each item or service that is purchased. Now, in the customer: job column, the user should ensure to assign each item or service to the customer or job.

For mileage

For this the user needs to record the mileage in the enter vehicle mileage window and in case the user wishes to change the amount for this expense, then it can be done on the invoice.

For other expenses

The user should use a bill, check, or credit card charge for recording the expenses. And on the expenses tab, the user should enter each expense. In the customer: job column, the user should ensure to assign each expense to the customer or job.

You might see also: How to Set up QuickBooks Workforce for your QuickBooks Desktop?

Step 3: The next step is to enter the estimates in QuickBooks

  • The user can create estimates in or outside of QuickBooks. In case the user goes for creating estimates with a spreadsheet or outside of the program, then it is recommended to record summary estimates into QuickBooks.
  • In case the user creates an estimate outside of the software, whereas the invoice is created in QuickBooks, then the user can simply enter the invoice information in the create estimates window and then turn the estimates into invoices
  • The user can also use some job costing reports without recording estimates in QuickBooks desktop. It should be noted that entering estimates in QuickBooks permits to use the full range of job cost reports to make sure your project budget is on track.
  • This also permits the user to evaluate how accurate the estimates are and adjust them properly for future projects.

It should be noted that in case the user enters time and expenses on estimates and also on timesheets or bills, then the user would have to pick one to transfer to an invoice.

Step 4: Creating an appropriate invoice

  • The user should ensure to select the proper customer: job when making an invoice
  • In case the user prefers creating invoice outside of QuickBooks, then it is suggested to ensure to enter at least a summary of each invoice into the program so the revenue is included in the job profitability reports.

Step 5: Running job costing reports to see how the business is doing on job-by-job basis

The user can use the job reports for spotting which job is profitable and which is not. This will assist the user in creating better estimates, analyze the way in which the job is heading financially and also look for the issue related to the jobs.

For accessing different job reports, the below steps can work:

  • The first thing is to move to the reports menu
  • And choose jobs, time, and mileage
Jobs time and mileage - Screenshot

The QuickBooks premier contractor edition and accountant edition caters different job costing reports. These reports can be accessed by performing the steps below:

  • The user needs to move to the reports menu
  • And also choose industry specific and then select contractor reports.
Industry specific option -Screenshpot

Also see: How Can I install QuickBooks Desktop Pro on more than one system?

Closing up!

Tracking job costs in QuickBooks desktop is a bit easy, once the reader is thorough with the steps discussed in above. However, if there is any sort of issue, or if the reader isn’t able to track job costs in QuickBooks, then in that case it is suggested to reach out to our QuickBooks enterprise customer support professionals at 1-844-521-0490, and let them perform the process for you.

 

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How to Export reports as Excel Workbooks in QuickBooks Desktop?

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Steps to Fix Custom Email Template Issues in QuickBooks

How to Set up Intuit Data Protect to Back up Files?

How to Set up Intuit Data Protect to Back up Files?

Intuit Data Protect is basically a backup service that works with QuickBooks. This is basically used to backup and protect the files and folders. In simple words, the Intuit data protect backs up the files and folders automatically once a day. The user can also backup manually at any point of time. Setting up Intuit Data Protect works in backing up data every day. In today’s post, we will show you the process to set up and schedule the backups. Thus, we recommend you scroll through this post carefully and unleash the entire process of setting up Intuit data protect to back up files.

Whereas, an alternate for the same can be to contact our QuickBooks professionals. You can give us a call at 1(844)521-0490, and our experts and certified ProAdvisors will be happy to help you.

Read also: How to Troubleshoot QuickBooks Error Code 1334?

Intuit Data Protect System Requirements

We want you to have a  smooth set up.  Here’s helpful info with requirements to run Intuit Data Protect prior to set up.

  • Make sure your operating system is Windows 7 or higher.
  • The Windows user setting up Intuit Data Protect needs to have local admin rights to the computer. They need full access to all folder.
  • You’ll want to install the full version of QuickBooks Desktop on the Server or the computer where you set up Intuit Data Protect.
  • You’ll want to use a local file path on the computer. We don’t support network drives you map.
  • For security purposes, make sure you update the Norton Life lock certificate every six months. Just log out and back into Intuit Data Protect.
  • You’ll need to store files on your local area network. (We don’t support Box, Googles Sheets, and OneDrive.)

Steps to Add access to Intuit Data Protect secure sites in Internet Explorer:

  • Open Internet Explorer and select the gear icon (Tools).
  • Select Internet options and then the Security tab.
  • Select Trusted sites and then Sites.
Add intuit as trusted sites-screenshot
  • Add all secure websites that mention Intuit Data Protect and then select Close.

Steps for Setting up Intuit Data Protect

Once the user signs up, he/she can set up Intuit Data Protect on the system, where the files are saved. Here are the steps how you can set up the Intuit data protect to back up the files.

  • The very first step is to open the QuickBooks software on the system or server that stores the QuickBooks file. You can press F2 key in the QuickBooks to find out, in case you are unable to spot it.
  • Now, the user needs to navigate to the file menu. Followed by, selecting the backup company and also set up/activate online backup.
Set up or activate online backup - Screenshot
  • Moving ahead, the user needs to sign in with the email used at the time of sign up. It should not be confused with the QuickBooks login, as it is different
  • After the setup is complete, the user needs to hit continue.
  • Now, the user needs to select the QuickBooks company file and hit continue. In case the user has the entire PC plan, then the user needs to choose the folders to be backed up. And hit continue.
  • Also, select the checkbox for back up local selected documents and then choose continue.
  • Followed by, selecting the files and folders that are to be backed up and hit continue.
  • Moving ahead, the user needs to schedule the daily backup and then click on continue.
  • To end the process, the user needs to set up the notifications settings and again choose continue.

It should be noted that the first backup might take a few hours. It actually depends upon the number of files and their size. Need not to worry, as the backups after the first one, will only take a few minutes.

Making a backup with Intuit data protect

The user can back up files and folders manually with the help of Intuit data protect. The steps involved in this process:

  • The very first step is to right click the Intuit data protect icon and then choose open Intuit data protect. The icon might look like a green padlock on the windows toolbar.
Open Intuit Data Protect - Screenshot
  • Moving ahead, the user needs to choose the back up now option.
  • The next step is to choose back up now.
  • Also, choose the files and folders the user would like to back up and the hit continue.
  • Moving ahead, the user needs to select the backup now. Also, the user will see a message that says the backup is successful.
  • To end the process, the user needs to hit ok button.

Also see: How to Record a Vendor Refund in QuickBooks Desktop?

Get technical assistance form experts

Setting up Intuit data protect to back up files becomes easy with the steps above. We have tried to sum up the steps to set up Intuit data protect, in order to back up files. However, if you are stuck at any of the stage, or if you feel the need of any technical assistance, then give us a call right away at 1-844-521-0490.

Our QuickBooks enterprise tech support team will be there to assist you in a single call. We are a hub of technocrats who have years of experience in this field. So, do not hesitate in calling us anytime.

 

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How to Turn on Manual Payroll in QuickBooks Desktop?

How to Turn on Manual Payroll in QuickBooks Desktop?

Often small businesses try to maintain QuickBooks manual payroll, whether for one person or more than one. This feature enables to track amounts and much more. If you are also seeking for some assistance to turn on manual payroll in QuickBooks, then we are here with this article that will help you in tuning on manual payroll in QuickBooks desktop without any sort of technical glitch.

To know more, make sure to stick around till the end. Or in case you don’t want to perform the steps manually, then you can simply contact our team professionals and let them carry out the necessary procedure on your behalf. Ring up to our team professionals at 1-844-521-0490, and our team will provide you with immediate technical assistance.

You might see also: Reset Password for QuickBooks Admin and other users

Steps to enable Manual payroll in QuickBooks

The most important point is that the QuickBooks software itself enables the payroll feature, but if in case you wish to turn off the feature, then you can follow the manual process.

  • At first, you are required to select the preferences tab
Preferences - Screenshot
  • Then, from the edit menu click on the payroll and employee option on the left panel
  • The next step is to click on the company preferences tab and select the no payroll
  • This will help the user to disable the payroll feature
  • Now to view the payroll item list, the user is suggested to choose manage payroll items from the employees menu and then select view/edit payroll item list.
View or edit payroll item list - Screenshot
  • A payroll list looks like any other list with a name and type associated with it would be seen
  • The user is then required to add an item and repeat the steps
  • The last step is to select the payroll item and select new tab

Steps for calculating payroll, QuickBooks uses tax tables

In order to calculate the payroll, the below steps should be performed:

  • Information related to the company: This includes the company name, address and federal tax ID numbers.
  • Knowledge about the employees: This means the general information about the employees and information related to payroll.
  • Information about the payroll items: This includes company expenses related to payroll.
  • Tax tables for federal, state, and local withholdings.

QuickBooks accounting software generally maintains a list of factors that affect the total amount on a payroll check. It also contains every expense of the company which is related to the payroll, also named as payroll item list. For compensating, there are payroll items, taxes, other additions, and deductions, and employer paid expenses. QuickBooks also adds some items to the list for the user, and one can also add others according to the needs. For some common payroll items, like compensation and benefits, QuickBooks offers extra assistance, so that one can set them up. QuickBooks also tracks the payroll liabilities in the payroll liabilities account and the payroll expenses in the payroll expenses in the payroll expenses account.

Read also: How to Set up QuickBooks Workforce for your QuickBooks Desktop?

Setting the payroll schedules

Setting the payroll schedules - Screenshot

You can simply set up payroll schedules to group employees with the same pay frequency be it daily, semi-monthly, bi-weekly, or monthly. It is up to the user, that how often they pay the employees or on which date their paycheck is due, and which day the user wishes to run payroll. QuickBooks usually calculates the upcoming payroll schedule, so that one can pay the employees without any delay. The user is supposed to set up the payroll schedule one time, and assign the payroll schedule to the consulting employees, and then QuickBooks will calculate the due date for each upcoming pay period.

Writing check for payroll taxes

Writing check for payroll taxes - Screenshot

QuickBooks suggests the user for setting up scheduled tax payments for payroll taxes. One can make an unscheduled tax payment, in case an active QuickBooks payroll subscription isn’t available, then a payroll tax present that isn’t set up as a scheduled payment, or an adjustment to payroll tax has to be made. For depositing payroll taxes with the deposit institution, one must make use of the liability check window to fill out a QuickBooks check.

Also See: How to use QuickBooks Condense Repair tool?

Conclusion

By now, you might be well versed with the process to successfully turn on the manual payroll in QuickBooks desktop. However, if you are unable to perform the steps for some reason, or in case if you need any sort of technical assistance, then in that case contact our QuickBooks enterprise customer support team professionals at 1(844)521-0490. Our experts will ensure to provide you with immediate support services.

 

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How to Reprint Paychecks in QuickBooks Desktop?

How to Reprint Paychecks in QuickBooks Desktop?

Looking for the process to reprint paycheck checks in QuickBooks? Well, the search ends over here, in this article, we will be talking about the steps to reprint paycheck checks in QuickBooks in detail. We will be discussing the steps involved in printing pay checks right after submitting the payroll. In case you set up direct deposit from the bank to the employee’s bank accounts, then you can print or email pay stubs on payday.

To know more about reprinting paycheck checks in QuickBooks, make sure to read this post till the end or contact us at +1-844-521-0490.

You might also like: How to Fix a Reconciliation Error in QuickBooks Desktop?

Steps to change the printing preference

In order to pay checks, the user will first require to determine the pay check printing options. The user can also print a pay check with one pay stub or two, or you can just print the pay stub, if you are using direct deposit. It should be noted that by default, it will be set to print pay stubs, so you might need to adjust these settings by performing the steps below:

  • In this, the user will have to select the settings icon and then select the payroll settings.
  • After that, select pay check printing, under preferences.
  • Also, select the way you want to print the pay checks.
    • The user is supposed to select plain paper stubs to print the pay stubs to go along with the handwritten checks.
    • Also, the user is required to select pre-printed QuickBooks compatible voucher cheque stick to have us print the company and banking information on the stock along with the payee information.
  • The next step is to enter the number of copies to print.
  • Followed by selecting whether to print the business contact phone number on the pay stubs.
  • And choose ok tab, the printer setup page will display.
  • The last step is to follow the on-screen prompts and test the paper alignment on the printer.

You may also read: How to Record a Vendor Refund in QuickBooks Desktop?

Steps to print pay checks

For printing checks the below steps can be performed respectively:

  • The very first step is to run payroll screen and deselect the checkboxes for the pay checks you don’t wat to print.
  • After that, type in starting check number if application.
  • The next step is to load the check stock in the printer.
  • And also, choose print pay checks option for opening the pdf in a new tab.
  • End the process by selecting print.

It should be noted that before you print on pre-printed paper, make sure that you have aligned the check stock to the printer. The pre-printed check stock already has the company and banking information printed on it. Our team will fill in the check details when you run payroll.

Steps to reprint pay checks

For reprinting pay checks, the user can carry out the below steps. In case the employee requested another copy of their pay check, then you can reprint it.

  • At first, the user needs to select payroll and then employees.
  • The next step is to select the pay check list below the run payroll tab.
  • The user is then required to select the checkboxes for the pay stubs or pay checks you want to print when the report page opens.
  • Followed by selecting print to open the pdf in a new tab.
  • End the process by selecting print.

See Also: How to Solve QuickBooks Registration File Errors?

Conclusion!

We conclude the article over here, with the hope that the above stated information might be of some help in reprinting paycheck checks in QuickBooks. However, if you have any query, then in that case contact us at 1-844-521-0490. Our QuickBooks enterprise technical support team professionals will ensure to provide you the best possible support services instantly.

 

More Resources:

How to Create an Estimate in QuickBooks Desktop?

How to Enter or Edit Payroll Service Key in QuickBooks?

How to Import Invoices into QuickBooks Online & Desktop?

How to Import Invoices into QuickBooks Online & Desktop?

QuickBooks assists its users in importing invoices, along with handling transactions. You can stick to this guide, in order to learn the process to import invoices into QuickBooks online and QuickBooks desktop. QuickBooks import invoice service permits smooth transition from the previous application being used. It is very necessary for the user to know the right method to import invoices in QuickBooks, be it online or the desktop. One can easily import invoices from excel to QuickBooks directly.  

Importing Invoices into QuickBooks - Screenshot Image

If you want to learn the process to import invoices in QuickBooks online and desktop successfully, then in that case read this article carefully till the end. You can also contact our professionals for any sort of technical assistance at 1-844-521-0490. Our team professionals will ensure to answer all your queries immediately.

You may also see: How to Fix QuickBooks is Unable to Send your Email to Outlook Error?

Steps to import invoices into QuickBooks online and desktop

Below are the quick steps to import the invoices into the QuickBooks desktop and online versions:

Step 1: Importing invoices in QuickBooks 2013

  • The user should launch the QuickBooks desktop
  • Click on the file menu
  • Move to the utilities tab
Utilities option - Screenshot
  • Click on the import tab
  • And select the excel files using the drop-down menu
Import Excel Files in QuickBooks - Screenshot
  • Hit the no tab when asked in order to add multiple entries

Step 2: Importing invoice data into QuickBooks online

Import data invoices in QBO - Screenshot
  • The user should first launch to QuickBooks online
  • Click on the file menu
  • And move to the utilities tab
  • Also, click on the import tab. This will open the QuickBooks import invoices window.
  • Now, click on the excel files tab
  • And select advance import and choose the file you wish to import
  • Move to the preferences tab and decide how you want QuickBooks to handle the duplicate data or errors.
  • Click on preview tab to view the invoices
  • Click on ok tab and wait for the confirmation.

Step 3: Importing invoices into QuickBooks online using excel transactions

  • Click on the upload file menu
  • And look for the spreadsheet and file that have invoices to import.
  • Further click on the QuickBooks entity as invoices.
  • Map the column headers with invoice fields in QuickBooks
  • Click the import tab in order to add the invoice to QuickBooks.

Similar article: Steps to Import and Export QuickBooks Data with MS Excel Files in QuickBooks

Step 4: Importing invoices into QuickBooks 2014 with IIF format

  • The first step is to log in to the company file with admin rights.
  • Move to the file option on the top.
  • Click on the switch to single user mode.
Switch to Single-user Mode - Screenshot
  • Hit the file tab.
  • Click on utilities.
  • Click on import
  • Select the IIF files
Import the IIF files - Screenshot
  • Browse the IIF file and hit open tab.
  • Click on ok tab.

Step 5: Importing invoices in QuickBooks desktop using CSV format

  • Move to the banking tab
  • Click on the update drop down menu
  • Choose the file upload or file to upload and select the saved .csv
  • Hit next
  • From the QuickBooks account drop down and select the account where you have to import
  • Map the fields according to CSV file format
  • Click on next and select the transactions to import.
  • Click on yes
  • When you get confirmation of the import and click on finish tab.

Also see: Configure firewall while for multi-user mode in QuickBooks

Step 6: Batch import invoices QuickBooks creating spreadsheet

Method 1: Creating a spreadsheet

Arranging columns based on the information you want to add to your invoices such as customer, invoice number, invoice date, item amount, due date, and item tax code.

Method 2: Enabling custom transaction numbers

  • Click on settings
  • Move to account and settings
  • Click on sales tab
  • Edit tab in the sales form content tab
  • Click on the custom transaction numbers
custom transaction numbers - Screenshot
  • Select the save tab
  • Click on done tab

Method 3: Upload the spreadsheet

  • Click on the settings tab
  • Select the import data option
  • And click on the invoices
  • In the browse section add the new products, customer and services if needed
  • Hit the browse tab and select the spreadsheet that you just created
  • Click on the next tab.

Also Read: Resolve Data Damage on your QuickBooks Company File

Importing invoices in QuickBooks online and desktop is pretty much easy, once you follow the above stated set of steps. However, if you are still unable to import the invoices successfully, then in that case feel free to contact our QuickBooks enterprise tech support team professionals at +1-844-521-0490. Our experts and certified professionals will ensure to provide you with immediate support services.

 

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Where is the Gear Icon in QuickBooks?

Where is the Gear Icon in QuickBooks?

Are you searching for gear icon in QuickBooks desktop 2020 or 2021? Well, in such a scenario, we are here to help you. Every software user interface change with the purpose of providing easy to use software to the user. QuickBooks has changed its graphical user interface. Previously, if the user has to do some setting in QuickBooks, then the users might have to move to the setting options. But with the new change, the user can access the gear icon. In case you know where the icon is, then we will tell you in a brief. The gear icon is basically a universal icon that represents the setting menu in QuickBooks. This icon is basically used to access a countless number of features in software.

Gear Icon in QuickBooks - Screenshot

This also permits the user to handle different tasks such as managing charts of accounts, reviewing the recurring transactions, changing the company files, and also setting up services or products. To know more about gear icon and where it is in QuickBooks, make sure to stick to this article till the end.

Read this also: How to Record a Vendor Refund in QuickBooks Desktop?

Where is gear icon in QuickBooks?

Gear icon is usually seen on the top right side of the company name. Also, the icon is known as the wheel. QuickBooks online software has streamlined the interface by offering two icons + and gear. Also, the user will see the gear icon on the top right side of the QuickBooks homepage between the create menu, and the help tab. the user will see the equipment icon at the most sensible appropriate facet of the QuickBooks homepage between the create menu and the assist tab.

The gear icon comprises of settings, tools, lists, and the company. The user can use the icon to access the features in QuickBooks account:

1. Settings

The settings option in QuickBooks will permit the user to set up the company information, fields or templates used in the transactions.

2. Lists

With the help of the list option, the user can see the recurring transactions, products and services list etc.

3. Tools

Coming to the tools, it permits QuickBooks users to reconcile with the bank and set up a budget. Also, the tool option gives the user the ability to import lists, like the item list or the chart of accounts.

4. Company

The last comes the company option, where the specific section will help you to manage the users as well as QuickBooks account.

At times, users come across the gear icon disappearing issue. This process will be discussed later in this article.

See Also: Steps to Check the Compatibility of QuickBooks Versions with Windows 10

What is gear icon disappearing icon?

The equipment icon disappears, when some adjustments happen within the options of QuickBooks online. For troubleshooting the issue, the user will have to press the F5 key to refresh the web page.

Steps involved in fixing disappearing issue in QuickBooks

  • Herein, the users need to first open QuickBooks in a private browser window or incognito window.
  • In case you see the gear icon, then it indicates that it is available.
  • Also, the user will have to clear cache, this will help the browser to fix the browser related issues.
  • The last step is to get QuickBooks support service, if the error persists.

See this Also: How to Set up QuickBooks Desktop on a Mac using Parallels?

To conclude!

With this, we come to the end of this post, where we believe that the above stated steps would be more than enough in finding gear icon in QuickBooks desktop. However, if you are still confused or need any sort of assistance, then ring up to us at our QuickBooks enterprise support number i.e. 1(844)405-0906, and we will be more than happy to help you.

 

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