Week One:

In QB, open up the job that needs split. In the “Completed” Field, enter the date of 1/1/2018. (This keeps it out of any valid reporting weeks, and ensures you don’t come along and mark the whole job for PPS when they actually finish the job.) In the “Tracking no.” field enter: “**Split between -01 & -02.” (Note, if the job was already split for multiple shipments, use -03 or whatever is available.) This provides a quick reason why the date is already filled in when you come back to it later. Save. Copy estimate.

On the new copy, change the estimate # to XXXXXX-01 (original job # & -01, or whatever is available). Change status to closed, and estimate date to 1/1/2018. (This ensures that it doesn’t show up as a current active job, nor does it increase the dollar value of new orders for the week.) Change the “Completed” field date to day want PPS to show up for. Create 1 line item with Door code, Description “PPS Placeholder only”, and dollar value of project completed in week one. Save and Close.

Week Two:

When the job is completed, attach the pink papers to the original job, note the total job cost; save and close.

Find the placeholder you created last week. (QB doesn’t search back to 2018, so find it on last week’s PPS report. Copy estimate. Change status to closed, estimate date to 1/1/2018, estimate # to XXXXXX-02, and change the “Completed” field to today. Change the “Amount” to the balance of the job not counted on last week. Save and Close.