Do you need job costing software if you already have QuickBooks?
Short answer: keep QuickBooks. It’s the right tool for your books, taxes, and payroll. What it doesn’t do well is collect costs from the field while a job is running. A job costing app handles that part, then sends job-costed hours and expenses to QuickBooks so you don’t type anything twice.
What QuickBooks does well
- Accounting: your general ledger, bank reconciliation, profit and loss, and balance sheet.
- Taxes: what your accountant needs at year’s end.
- Bills and invoices: paying suppliers and tracking what customers owe.
- Payroll, if you use its payroll add-on.
None of that should move. Your accountant knows QuickBooks, and it’s built for exactly that job.
Where QuickBooks falls short for job costing
- It’s built for the office, not the jobsite. Crews aren’t going to clock in or log receipts in accounting software.
- It sees costs after they’re entered, and that’s usually when the bill is paid, not when the work happened. That’s too late to save a job that’s running over.
- Budget vs. actual by job takes setup and discipline. Every bill and time entry has to be coded to the right customer and job, by someone in the office.
- No bids, crew clock, or field change orders. The work that happens before and during a job lives somewhere else, often a spreadsheet or a notebook.
How they work together
| Task | JobFigure | QuickBooks |
|---|---|---|
| Bids and win rate | Yes | |
| Crew clock-in/out with GPS | Yes | |
| Receipts from the field | Yes | |
| Budget vs. actual and live margin per job | Yes | |
| Change orders | Yes | |
| Invoices with retainage | Yes | Yes |
| Running payroll | Sends the hours | Yes |
| Books, bank reconciliation, taxes | Yes |
In practice: your crew clocks in on JobFigure, receipts get snapped on site, and you watch each job’s margin as it goes. At pay time you export hours (a summary for payroll, or by job), and you export job-costed expenses in QuickBooks’ import format, with the job filled in. QuickBooks stays your book of record. On Xero? You can export job-cost bills and sales invoices for Xero instead.
Getting started from QuickBooks
Export your customer list or job report from QuickBooks to Excel, and import it into JobFigure. The report titles QuickBooks puts at the top are fine; JobFigure finds the real header row. See moving your jobs over.
When QuickBooks alone is enough
If you work alone, run a few jobs at a time, and enter your own costs the same day, QuickBooks job tracking may be all you need. A separate job costing app earns its keep once there’s a crew in the field, costs arrive late, or you’re finding out a job lost money after it’s done.
Keep reading
Job costing for contractors: a step-by-step guide
What counts as a job cost, and a six-step system to know what every job made before it’s over.
GuideJob costing software vs. spreadsheets: when Excel stops being enough
What spreadsheets do well, where they quietly lose money, and the signs it’s time to switch.
GuideHow to choose job costing software for a small contractor
A buyer’s checklist: what matters, questions to ask every vendor, and pricing traps to avoid.