A client using QuickBooks Pro ©needed a way to track extras on jobs related to revenue and expenses by job by item
to ensure profitability metrics were maintained while allowing quick and efficient access to data related these items for future job quoting considerations.
We analyzed the methods in place for accounting and reporting to determine what solutions might be implemented to address the client’s need without creating a lot of extra work effort.
After completing our business a case analysis and research we considered several options and presented them to the client for consideration. The result selected by the client was to setup separate items called “Extra ___”, which would rollup to a master item titled rollup
The client had significantly great visibility and access to “Extra” items, allowing for better planning an decision making in future.