Job Status Feature in QuickBooks Leaves Much to Be Desired

Mar 20th 2010
Share this content

Disappointed QuickBooks UserQuickBooks Contractor Edition has been highly publicized as the ideal affordable software package for small contractors.  And it does offer a job costing feature; however, producing standard job costing reports is no easy manner in QuickBooks, particularly when one desires to produce Work-in-Progress and Completed-Contracts schedules.

For instance, I cannot fathom why QuickBooks failed to allow the user to filter job costing, profit and loss by jobs, and job summary reports by job status, even though there is a field for status entry under "Jobs" in the "Additional Info" tab.  Under the caption “Job Status”, the user is provided with the following designations:

  1. None
  2. Pending
  3. Awarded
  4. In progress
  5. Closed
  6. Not awarded

I would have preferred QuickBooks to classify jobs in the following conventional categories of job status:

  1. Pending
  2. In progress
  3. Completed
  4. Closed

And then to allow the user in QuickBooks to filter job progress and profitability reports by these criteria.  If such had been provided by QuickBooks, it would be a snap to produce Work-in-Progress and Completed-Contracts reports on demand, instead of spending considerable time determining which jobs are in progress and which are complete, and then modify each profit and loss by jobs report by being required to select each incomplete or complete job, respectively, under "Modify Report" each time a profit and loss by jobs report is to be generated.  If there existed such a link between job status and job costing reports in the QuickBooks Contractor Editor, Intuit would have hit a home run with contractors.  However, there is no such link between Job Status and the reporting module in QuickBooks, even though job status is found as a filter item in the report modification list.

I have posted questions on the Intuit Community website regarding the inability to produce such reports by modifying the reports by job status; however, never have I received any reply addressing that deficiency in QuickBooks.  Perhaps QuickBooks management should sometimes read the posts in their Question and Answer feature on their website instead of sending out needless surveys asking how they can improve QuickBooks.

This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice.  For further information, please consult appropriate professional advice from your attorney and certified public accountant. 

Have a tax or an accounting question?  Please feel free to submit it to William Brighenti, Certified Public Accountant, Hartford CPA Accountants.  For information and assistance on any tax and accounting issue, please visit our website:  Accountants CPA Hartford.

If and only to the extent that this publication contains contributions from tax professionals who are subject to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of the Treasury, the publisher, on behalf of those contributors, hereby states that any U.S. federal tax advice that is contained in such contributions was not intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose.  The above tax advice was written to support the promotion or marketing of the accounting practice of the publisher and any transaction described herein.  The taxpayer recipients of this offering memorandum should seek tax advice based on their particular circumstances from an independent tax advisor.


Replies (1)

Please login or register to join the discussion.

By Rae
Jun 25th 2015 20:10 EDT

I completely agree! Why do they even have the Job Status feature at all if it does not link to anything? I totally agree that if it linked to P&L's Contractors would look no further than QuickBooks for help.
I'm looking at all kinds of other softwares for Contractors. If this feature was available in QuickBooks we'd look no further.

Thanks (0)