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Money

Budget vs. actual job cost

See where each job stands against budget from bills, time and expenses.

Where actual costs come from

  • Approved bills, by cost code.
  • Approved time × labor rate.
  • Manual expenses you add on the Job cost tab.

Reading the budget

Each line shows budget, committed (POs), actual and forecast. Red variance means you've spent more than budgeted. Use Reports → Custom reports with the Budget lines dataset to compare jobs.

QuickBooks

With QuickBooks Online connected (Whole Job), invoices, payments, bills and customers sync both ways so you don't type them twice.

Still stuck? Search the help center or check the service status.