Business overhead is not included in an individual job

Steps

1. For an expense attributable to one project, select that job on the expense form.
2. Choose Business overhead for general costs that should not be attached to a specific project.
3. The overhead percentage in an estimate prices an allowance into that quote; it does not create an actual expense automatically.
4. Keep a consistent approach to attributable overhead in actual job costs and future-cost estimates. Avoid entering the same expense twice.
5. Use the Excel export and your accountant's process for a complete company-level income statement.

Check that it worked

Job totals include its assigned expenses; the expense register and cash activity include eligible general expenses as well.

Still stuck?

Allocation decisions are your business's accounting choices. Report a software issue if correctly assigned records do not reconcile.

Related

• Job profit does not match the cash in my bank
• Revenue or receipts appear to be counted twice