Reports and accounting
Thanks for joining this conversation, CranberryRed.
I can share some insights about the reports in QuickBooks Desktop.
Right now, QuickBooks doesn't have a profitability report per invoice. We can only run the Job Profitability Detail and filter it by sales rep. This report shows how much money your company has made to date on the customer or job whose name you entered. The report lists costs and revenues for each item you billed to the customer so you can see which parts of the job were profitable and which parts were not.
Here's how to customize this report:
- Click Reports at the top.
- Under Job, Time & Mileage, choose Job Profitability Detail.
- Select the Customer or Job and click OK.
- Click the Customize Report button.
- Under the Filter tab, enter Rep in the Search Filters box.
- Select the appropriate sales rep.
- Select OK.
The screenshot below shows these steps as well.
Check out this article for more details about customizing a report: Customize reports in QuickBooks Desktop.
Rest assured that we're always working to make QuickBooks exactly what you need for your business.
That should get you on the right track. If you have other questions, I would be happy to answer them. Just post it here as a comment and I'll take a look at it. Enjoy your weekend.
