Converting Jobs from QuickBooks

Job Costing allows you to track income and expenses for each project your company undertakes. In QuickBooks, jobs are a subset of the customer list. In Sage 50, jobs are maintained as a separate list. Sage 50 allows you to enter job estimates and apply reimbursable expenses for jobs to customer invoices.

Each job is assigned a job ID, which is derived from the QuickBooks job name. If you want to change the ID, you can do so by using the Change ID button on the Maintain Jobs window.

After the conversion is complete, you can update job information in Sage 50 at any time.

• To display and modify job information, select Jobs from the Maintain menu. Sage 50 displays the Maintain Jobs window.

For detailed information about what and how job information is converted, see the following topic:

• Job field comparison lists

The following fields cannot be converted or are not available in QuickBooks and can be optionally set up in Sage 50:

• Supervisor
• % Complete
• PO Number
• Estimated Expense
• Estimated Revenue
• Custom Fields

How do I set up a job?

Job Balances

Sage 50 does not convert job balances from QuickBooks. In QuickBooks, job balances are a reflection of open customer invoices; Sage 50 handles job balances quite differently. Jobs are used for tracking projects. Transactions associated with jobs are included in vendor, employee, and customer balances. Job reports list transaction balances associated with the job, allowing you to manage estimated revenue and expenses, job profitability, and unbilled expenses.

Job beginning balances are entered in Sage 50 to give a "snapshot" of the job's progress at the time you start entering data in Sage 50. Once you start entering transactions in Sage 50, you can associate the job ID with each beginning balance, impacting the total job balance. For example, if you recorded $600.00 of job expenses prior to converting to Sage 50, enter this amount as a job beginning balance. As you record new transactions in Sage 50 that need to be associated with the job, select the job ID in the task window.

Job beginning balances do not impact customer, vendor, or general ledger balances.