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quick book item question

Discussion in 'Business Operations' started by vaacutabove, Aug 11, 2013.

  1. vaacutabove

    vaacutabove LawnSite Bronze Member
    Messages: 1,011

    I am forcing my self to learn quickbooks but as far as mowing how should I do my items? I was thinking I'm going to have to do say smith's mowing. am I correct in assuming this is how ppl do it?
  2. rbljack

    rbljack LawnSite Senior Member
    from Texas
    Messages: 731

    I use quickbooks online so hope this matches what your looking for. If you talking about the Product or Service, I have listed different names for the different services. Examples are Full Lawn Service, Hedge trimming, minor Tree Trimming, Spring Clean up, etc.

    Because each yard will have different prices, I put what my charges for each yard (by service) are in the notes tab for each customer. Example: Notes tab for customer "Joe Smith" might read:
    2013 Full Lawn Service $45.00, Hedge trimming $60, etc.

    I just enter the amounts to charge manually each time I create an invoice. If I forget how much to charge, I can reference my notes tab to find out. Each year I update my notes for each customer and evaluate which ones I'm not charging enough on.

    Hope that helps...
  3. vaacutabove

    vaacutabove LawnSite Bronze Member
    Messages: 1,011

    thats kinda how i have it set up now but seems like there is a better way
  4. Roger

    Roger LawnSite Fanatic
    Messages: 5,943

    I make an item for each customer. When making the invoice, I pick out the item, and the price is inserted into the AMOUNT column.

    I use a simple way:

    Major category: Grass cutting
    Minor categories: mowcust1 40.00
    mowcust2 35.00
    mowcust3 45.00

    The AMOUNT is part of the setup for mowcust1, mowcust2, etc. This means when it is picked from the list, I can be sure the AMOUNT is right, and is the same for all entries.

    For non-mowing work, I have a generic Major category, such as Bush Trimming, Mulching, Cleanup, etc. When setting up these Items, the AMOUNT is left blank, so the AMOUNT is filled in on the Invoice on an individual basis.

    I hope this helps.

    The major problem with my scheme is IF a Statement is issued, the "mowcust1" is dropped into the report. I rarely use Statements, only if I need to roll up past history for a customer. My regular scheme means one Invoice per month, for the work done during that month.

    Messages: 153

    In my QB's I make an item entry for each price that is charged for lawn care.
    For example: LC 20 is the item name
    The description = Lawn Care or Lawn Service
    LC 20 = $20.00
    LC 20 is non-taxable (depending on your location)
    LC 40 = $40.00, LC 125 = $125.00, etc
    I also use LC 00 = $0.00 to enter an item for the date that I do the service.
    Several of my customers are billed on a monthly basis.
  6. birddseedd

    birddseedd LawnSite Silver Member
    Messages: 2,111

    I used to do the different price thing. Recently i built a spreadsheet that enters my data for me so the different price items arnt needed anymore and 3 hours of data entry now only take 5 minutes.

    oh, to answer the original question. one tip that took me a while to learn is when you are doing a weekly service, do not use invoicing. use statement charges. its like charging the customers account, then they pay on the account. you can then run statements and it will look much much much more clear to the customer on the stattement. it also gives you more flexability in other areas. now, when you do something like landscaping where you may have multiple itimized items on one charge here is where you use an invoice and mail out that individual invoice. any furture statements will show the invoice number (you can have the details on teh statement if you wish, but that gets confusing when its just weekly mowings)

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