QuickBooks for Mac 2014 User’s Guide 84
Tracking items ordered especially for a job
1 Create a non-inventory part item to represent each item you ordered. When you set up each item, be
sure to select the “This item is purchased for and sold to a specific customer:job” checkbox. This lets
you enter different rates for your cost and the sales price to your customer.
2 When you receive a bill for the items, enter each non-inventory part item in the detail area of the bill:
o
In the Enter Bills window, click the Items tab.
o
Enter the name of each item in the Item column.
o
For each item, be sure to fill in the name of the customer or job in the Customer:Jobs column. This
associates the customer with the cost of the item so you can invoice the customer later.
3 When you invoice your customer, click Time/Costs to enter the cost of the items on the
invoice:
o
In the Create Invoices window, click Time/Costs.
o
In the Choose Billable Time and Costs window, click the Items tab.
o
In the Use column, click next to each item whose cost you want to include on the invoice.
On the invoice, QuickBooks automatically fills in the sales price. This may be higher than the cost you entered on
the bill.
Paying subcontractors
When you pay a subcontractor, you can either write a check directly to the subcontractor, or enter a bill and then
pay the subcontractor later when you're paying other bills.
To pay subcontractors:
1 Choose one of the following:
o
Banking > Write Checks: to write a check directly to the subcontractor.
o
Vendors > Enter Bills: to enter a bill from the subcontractor.
2 In the top part of the form, fill in the name of the subcontractor and the date.
3 In the detail area at the bottom of the form, click the Items tab.
4 In the Item column, enter the service item you set up for this type of subcontracted work.
5 In the Cost column, check the amount QuickBooks filled in. If the cost is incorrect for this job, change
it.
6 In the Qty column, enter the appropriate quantity. For example, if the subcontractor charges an
hourly rate, you would enter the number of hours. If the Qty column doesn't apply to this work, leave
it blank.
7 In the Customer:Jobs column, enter the name of the job (or customer) for which the work was done.
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