Issue(s)

• Job Costs are showing up in the incorrect job costing category/bucket.
• Job Costs are not showing up in Job Costing at all.
• Material, equipment, referral fees, or subtrades are showing up in the wrong job cost category.
• Example: Materials are showing up in the Subtrade category.

Overview

Below is a picture of all the Job Costing categories. You can access this page by going to a job page/Slideboard, clicking on "Acct Details" under the Accounting Information quadrant, then clicking on "Job Costing". See below for information on how to resolve your Job Cost sorting issue.

Sorting guide

To ensure costs appear in the appropriate category on the Job Costs page, they must meet specific criteria:

1. They should be linked to the correct job in QuickBooks. For QuickBooks Online users, this means associating costs with either Sub-Customers or Projects.
2. The costs need to be recorded in an account categorized as Expense, Other Expense, or Cost of Goods Sold within the Chart of Accounts.

The organization of Job Costing items or expenses is primarily based on the name of the General Ledger Sub Account (see sorting image below), if one is available. For example, if there's an account named "Sub Contractors" with a sub-account "Materials," any entries made to this account will be classified under "Materials" rather than "Sub Contractors."

DASH Account organizes information based on the account name from left to right, focusing on specific keywords. For instance, if the account name is "Sub Materials," DASH will identify "sub" first and accordingly categorize it under the Subtrade category within the job in DASH.

If you notice an expense being categorized unexpectedly, it's advisable to check if any part of the account name contains the French words highlighted below. For example, "Third Party Materials - DASH Account 4" would recognize "par" in "party" and assign it to the Subtrade category.

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