Entering Job-to-Date Costs & Billing Data at the Item Level

From Our Guest Bloggers, QuickBooks Setup & Cleanup
A QuickBooks tip for entering Job-to-data costs and billing data at the item level when converting or archiving. Use this procedure to enter Job-to-date (“JTD”) costs and JTD billing so the Job Profitability Detail Report is accurate at the Item level after converting your existing Quickbooks file to a new database file, or after archiving old QuickBooks transactions. In both cases, you are bringing over beginning balances as of the conversion date into your new data file, and this procedure will prove useful for reporting on jobs that are in progress as of the conversion date. From your old data file: Run your Job Profitability Detail Reports for each job in progress to obtain the JTD cost and revenue figures as of the conversion date.  In the date fields, leave…
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