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Replying to:
Jelayca V
QuickBooks Team

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I appreciate your proactive approach to optimizing your workflows and ensuring that QuickBooks meets your business needs, @Juwan10. I understand the importance of allocating inventory directly to jobs for accurate job costing, especially when invoicing is handled separately based on quoted prices. Let’s explore the available options to help you achieve your goals effectively.

 

While QuickBooks Desktop (QBDT) doesn’t have a built-in feature to allocate inventory directly to jobs without invoicing, we can create a sales receipt, select the job you’re working on, and list the inventory items used as line entries. Then, set the price for each item to $0.00 so that it doesn’t count as revenue or affect invoicing.

 

This'll allocate the cost of those inventory items to your Cost of Goods Sold (COGS) account while also linking them to the appropriate job. It will also ensure that these materials show up in your job profitability reports. Alternatively, we could use a sales order where each item is listed with a zero selling price.

 

  1. On the Customers menu, click Enter Create Sales Receipts.
  2. Select the specific Job you’re working on.
  3. In the line items section, list the inventory items you’ve used for the job.
  4. Set the price for each item to $0.00 to ensure it doesn’t show up as revenue or billable cost, but still tracks the expense tied to the job.
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Although QBDT doesn’t currently offer a direct way to address this need, we’re always looking for ways to enhance the software through customer feedback. We encourage you to share your thoughts on features like inventory allocation for job costing. You can do this directly from your QBDT account:

 

  1. Hover over the Help menu. Select the Send Feedback Online option.
  2. Choose the Product Suggestion, and a pop-up window will appear. 
  3. Type your feedback suggestion in the space provided.
  4. Hit the Send Feedback button.
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If you're growing and exploring advanced options, QBDT offers tools better suited for construction workflows. Let us know if you'd like a more detailed walkthrough on these processes. I’m here to help you set this up. Take care!

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