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July 1, 2025
Question

reports

  • July 1, 2025
  • 1 reply
  • 14 views

I have several jobs going on at once.  How do select/filter to only see 1 specific job at a time?

1 reply

Tori B
QuickBooks Team
July 1, 2025

Good afternoon, @cab21.

 

How are you doing today? I hope all is well. 

 

Is there a certain report you're looking to filter by job? Please let me know and I'll be glad to lend a hand. 

 

For now, I'm including some steps to filter by job using the Profit and Loss by Job report to reference. 

 

  1. Click Reports on the top menu.
  2. Choose Company & Financial.
  3. Select Profit & Loss by Job.
  4. Tap the Customize Report button and tick Filters.
  5. Enter Job Type in the Choose Filter field.
  6. Choose a specific job by clicking the Job Type drop-down button.
  7. Go back to the Choose Filter field and select Transaction Type.
  8. Tick the Transaction Type drop-down and select Multiple Transaction Types.
  9. Place a checkmark on the transactions you'll want to include.
  10. Press OK.

 

To see more details about customizing reports, check out Customize reports in QuickBooks Desktop

 

I'm here if you have any additional questions or concerns. Please let me know if there is anything else I can assist you with today. Have a good one!