Tracking items ordered especially for a job

To track 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:
    • In the Enter Bills window, click the Items tab.
    • Enter the name of each item in the Item column.
    • For each item, be sure to fill in the name of the customer or job in the Customer:Job 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:
    • In the Create Invoices window, click Time/Costs.
    • In the Choose Billable Time and Costs window, click the Items tab.
    • 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.