Estimates and catalog
Configure cost codes for time, expenses, and QuickBooks
Build a valid cost-code list, require it only where intended, and keep accounting mappings aligned. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, Job Clock Admin, accounting manager.
- Cost Codes enabled
- company-admin access
- Code and Name columns for CSV import
- mapping access for QuickBooks.
Company Settings → Features → Cost Codes → Customize; catalog Cost Codes/CSV import in #/admin/products; QuickBooks mapping under the integration
Configure cost codes for time, expenses, and QuickBooks
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Open the workspace
In JobBuddy, go to Company Settings → Features → Cost Codes → Customize; catalog Cost Codes/CSV import in #/admin/products; QuickBooks mapping under the integration.
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Confirm access and starting state
Cost Codes enabled; company-admin access; Code and Name columns for CSV import; mapping access for QuickBooks.
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Complete the main setup
Review list maintenance, CSV validation, default/required behavior for time and expenses, safe archival, historical records, user-facing validation, and QuickBooks class/item mapping distinction.
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Verify the result
Build a valid cost-code list, require it only where intended, and keep accounting mappings aligned.
Expected result: Build a valid cost-code list, require it only where intended, and keep accounting mappings aligned.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Cost Codes enabled; company-admin access; Code and Name columns for CSV import; mapping access for QuickBooks.
The result is incomplete or unexpected.
Enablement and “required on” settings differ for time and expenses; CSV structure, archive state, defaults, and QuickBooks mappings can block entry or export.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Build a valid cost-code list, require it only where intended, and keep accounting mappings aligned.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.