Quickbooks help

Discussion in 'Business Operations' started by BLC1, Feb 27, 2011.

  1. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    I am making some switches in my quickbooks. I am going to start tracking jobs and costs by classes so I can get a more detailed p&l.

    My question is how do I enter into the invoices without putting an item. My items were originally lawn care, landscape, plow etc... Now I am making classes for those so I dont want the items to be the same and have columns and rows breaking down the same info on the p&l.

    Does this make sense?
     
  2. JFGauvreau

    JFGauvreau LawnSite Bronze Member
    Posts: 1,297

    Hmm... What are you trying to do exactly? Like keep track of the services you did on some of your customers while using quick books?
     
  3. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    I want to be able to pull a P&L for each dept. I set up classes to be able to do this but quickbooks wont let me make the invoice without entering something in the item column.
     
  4. GunnPropertyServices

    GunnPropertyServices LawnSite Senior Member
    Posts: 374

    you have to always enter an item, but you have to set up different items for those different dept or how ever you want to do it
     
  5. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    Can I just create an item and call it "1" and put that for everything to get around it. I have the classes set up to differentiate the depts.
     
  6. daveyo

    daveyo LawnSite Senior Member
    from N.J.
    Posts: 907

    You need to put an item how is Qb supposed to track it. Why don't you just create subitems. What I do is have fert as an item and all the specifics like 18-0-6, allectus, and everything else. I can track exactly what I sold and how much I make from each unit I sold.
     
  7. JFGauvreau

    JFGauvreau LawnSite Bronze Member
    Posts: 1,297

    That's nice, how do you make a subitem?

    And do you have any idea how to reset your year in QB? Like for my sales receipt, it says I have X numbers of sales receipt, giving me a total of X sales revenue, but that's for the last year, now in 2011, I still have those sales receipt and sales revenue.

    I would like to keep those numbers, but also would like to clear it new for this 2011 season, any ideas on how to do that?
     
  8. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    Dave,

    When you create your sub items can you track the cost for each as well. For example, with the classes I have set up, I can track all the income for landscaping, lawn care, lawn maintenace, and the same with the expenses. I can assign an expense to each class to be able to break down how much each dept has made.
     
  9. daveyo

    daveyo LawnSite Senior Member
    from N.J.
    Posts: 907

    Quickbooks automatically tracks date and time. What are you using sales receipts for?
     
  10. daveyo

    daveyo LawnSite Senior Member
    from N.J.
    Posts: 907

    Absolutely, thats the way it should be done. How do you know where your major income comes from. or where you think you may be able to improve something based on the numbers. My items list is at least 120 to 140 different types of services. From aerating to weeding. When I invoice a customer I put the service I did Specifically like 18-0-3 not fertilizer this way QB easily tracks that service and you can pull up how much income that service generated. You know how much you spent on that item based on how you input it into QB, I use one major credit card for all my expenses so I can easily input that data into my CC account. Another example is I have gas as an item then diesel, equipment and vehicles as a sub item and easily track those expenses separately.
     

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