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Construction report using classes

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    Construction report using classes

    Hi,

    First the QB construction reports are very lacking. We want to be able to see job cost detail by class. A little background. We have setup the following classes: Labor, material, subcontractor, and other. We have setup items such as Concrete Work, Site Work, etc. These items may have labor, material or they may be preformed by a subcontractor (we designate this by assigning the class). The only report that comes close is the Profit & Loss by class, but this report does not show the labor assigned to each item instead it shows the Expense item for labor. How can we get this data to show properly. The QReport Builder does not seem to contain any of the reports used by default with the contractor addition or am I missing something here (I pulled all 135 tables from our QB Premier 2010 contractor edition.) There does not seem to be any tables associated with jobs (other than the useless job type) so I am unsure where this data resides

    Thanks

    #2
    Re: Construction report using classes

    Your use of classes isn't the best approach to get the information you want.

    You'd be better served to use items for job costing. You can do what you want by creating 4 top-level service items: Labor, Material, Subcontractor, and Other. Then, create sub-items for the individual items, such as:

    Labor:Prep
    Labor:Finishing
    Labor:Flatwork
    Material:Concrete
    Material:Rebar

    When recording paychecks, assign both the job and the item. When recording supply purchases, don't record them on the Expenses tab; instead, use the Items tab and be sure to assign a job. In most instances, uncheck the Billable? column, unless you want to have QB remind you to add the cost of this item to the customer's next invoice.

    QB job costs will then give you the information you want.

    Getting the report you want is in large part influenced by how you set up QB.

    If you have to do it using classes, you should be able to get what you want by a) making sure every revenue & expense transaction has a class and b) setting a class filter on a QB job report. Accomplishing (a) takes some configuration and a lot of attention to detail when recording transactions.

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