Default chart of accounts
No separation between job costs and overhead, so gross margin is meaningless the moment the file is created.
Service
A QuickBooks file set up for construction, not for a coffee shop.
QuickBooks Online can do job costing well. The default setup does not do it at all. Out of the box you get a generic chart of accounts, no cost codes, and an income section that lumps every kind of work together — which is why so many contractors conclude the software does not work for them.
We configure QBO around the way your business bills and spends, then do the ongoing work inside that file. You keep ownership of the account and the data; nothing lives in a system you cannot access.
The problem
No separation between job costs and overhead, so gross margin is meaningless the moment the file is created.
Customers exist, jobs do not, so there is nowhere for a cost to land even when someone wants to code it correctly.
Auto-categorization rules set up once, months ago, now file half the material spend to the wrong account without anyone noticing.
A file that has been through two bookkeepers usually has three of everything, and reports that no one trusts.
Job costs separated by type and kept distinct from overhead, with income split in a way that matches how you actually sell work.
A structure that makes correct coding the path of least resistance for whoever enters a bill.
Connections checked, rules reviewed, and duplicate records merged so reports stop contradicting each other.
Ongoing bookkeeping happens in your QBO account, so your tax preparer and any future bookkeeper can pick it up cleanly.
Job costing
Company-level profit tells you almost nothing about which jobs earned it. Here is the cost code structure and setup sequence that makes job margin visible.
Cleanup
Most of what your tax preparer bills you for at year end is cleanup they should not have had to do. Here is the sequence to fix it yourself.
Get a free review of your current books — no obligation, no long-term contract.