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April 30, 2020
Question

I'm setting up a custom home builder client who requires detailed expense reporting with multiple categories of expenses per job. class, location, project, customer?

  • April 30, 2020
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1 reply

AddieC
April 30, 2020

Hi diane-ringuette1, 

 

It's awesome that you're considering signing your client up for QuickBooks Online. It sounds like they've got a really unique and exciting business, with certain needs that they'll need to tend to with their bookkeeping. I'd be happy to provide an explanation of our plans, and make a recommendation as to which option would best suit your client. 


QuickBooks Online has three subscription levels. There's EasyStart, Essentials, and Plus. You can review a really helpful comparison chart here: https://quickbooks.intuit.com/ca/pricing/.

 

Based on your explanation of what your client's business needs are, I'd recommend looking into QuickBooks Online Plus. This plan allows you to use our Projects feature, which is helpful in categorizing and sorting job costs. 

 

The Plus subscription also allows you to enable class tracking and location tracking.

 

Together, these features will make a great fit for your client. I hope this helps to guide you in the right direction. For any additional support, please reach out to our tech support team.

 

Have a great day.