• Set up Job for you Customers. Go to Customer Centre > Add New Customer & Job > select New Customer from the drop-down menu if did not have one yet or select New Job after you set up your Customer.
    For this example, you then have to set your Customer as “Jason Cioran” and your job as “600-SQ Ft Addition” to have Jason Cioran: 600-SQ Ft Addition” for the purpose of your Job Costing.

  • Set up your Item as detail as how you want to job costing it.
    In the example, because you want the cost details of Direct Labour and Direct Materials of Roofing and Flooring, then you have to set your Item as follows:
    • Direct Labour:Flooring Labour and Direct Labour:Roofing Labour as Service items, as both are services you provide to your customers. Set the appropriate two-sided posting accounts Income and Expense accounts accordingly. Construction Income and Direct COGS:Direct Labour Cost are used here.

      QB Job Costing 1


    • Direct Materials:Flooring and Direct Materials:Roofing as Non-inventory items, assuming you do not carry these 2 items as inventory. Again, set the appropriate Income and Expense accounts. Construction Income and Direct COGS:Direct Materials are used here.



      QB Job Costing 2


      4.   Whenever you Enter Bills (shown below), Write Cheques, or Enter Credit Card Charges, make sure you assign all your Expenses and/or Items to your Customer:Job in its column.As you can see below, all the itemized costs are assigned to Jason Cioran: 600-SQ Ft Addition job.


      QB Job Costing 3





      Once Job Costing is done correctly, you can check its reports in the Reports > Jobs, Time, & Mileage and selecting available reports.