Will Sage BusinessWorks job cost data convert to QuickBooks?
Yes, in most files. Jobs become QuickBooks Customer:Jobs, phases become sub-jobs, cost codes map to items or classes, and history depends on the file.
Yes, in most files it does. BusinessWorks job cost data is structured, and it can be re-expressed in QuickBooks as part of a Sage BusinessWorks to QuickBooks conversion. How cleanly it maps, and how much history arrives with it, depends on the file and on a few structural choices you make up front.
Where does job costing live in QuickBooks?
QuickBooks Desktop has no separate job cost module. It handles job costing through the customer list: a BusinessWorks job typically becomes a customer, or a job attached to one. QuickBooks Online fills the same role with its Projects feature. Your BusinessWorks job tree has to be rebuilt in one of those two shapes.
How do phases and cost codes map?
QuickBooks has no phase layer and no cost code table. In most conversions we run, phases become sub-jobs under the parent job. Cost codes usually map to items or to classes. The better choice depends on how you report: items suit billing against specific codes, classes suit reporting by division or department. We confirm the mapping against your file before anything moves.
Does the job cost history carry over?
Transactions assigned to a job can carry with the assignment intact. That link is what lets job profitability reporting rebuild on the QuickBooks side. The BusinessWorks reports themselves do not migrate; the numbers underneath them do. Whether full history or a chosen date range converts depends on the file, its size, and how far back you actually need. Leaving older years in BusinessWorks for lookup is a common way to keep the new file lean.
Before the file moves
Short planning pays off here. List the job cost reports you run each month, since that list drives the phase and cost code decisions. Note any jobs you close mid-year, and any codes shared across customers. Then have the file evaluated. Our engineers will confirm what the job data contains, propose the mapping, and give you a free quote before work begins.