Jobsite Books: see what every job earned
QuickBooks Online setup and job-costing help for small trade shops. Made by Chris in El Paso. Start with the free starter set.
Free starter set
$0
- An importable QuickBooks Online chart of accounts for a trade shop (CSV, 21 accounts, job costs kept separate from overhead)
- A one-page monthly close checklist (PDF)
Starter Kit
$39 one time
- Setup and job-costing guide (Word) with screenshots
- Chart of accounts CSV
- Monthly close checklist and a list of what to send your bookkeeper
- 14-day refund
The $39 price is before tax. Applicable sales tax is added at checkout.
What the Starter Kit walks you through
This kit walks a small trade shop (1 to 10 people) through setting up QuickBooks Online for job costing in about one afternoon.
- Company settings and the chart of accounts
- Job tracking by project, sub-customer or class
- Products and services, estimates, deposits, progress bills and change orders
- Recording costs against jobs and reading job profit
- Add-ons for roofing, plumbing, HVAC, electrical, general contracting, painting, landscaping and handyman-type shops
Every step was tested in a QuickBooks Online Plus trial company. Screenshots are from that test.
Good to know
- You need a QuickBooks Online plan that can track jobs. Projects usually need Plus or Advanced; cheaper plans can use sub-customers, explained in the guide. Intuit changes menus and plans often, so check your own screen against the guide.
- Not included: tax, legal or accounting advice, payroll, or access to your books.
- Not affiliated with Intuit or QuickBooks.