Question

Customer income report with hours from quicktime

Forum|Forum|3 years ago
December 29, 2022
7 replies
37 views

I would like to generate a customer income report (invoices and expenses by customer) that also has the hours for that customer that is generated by quicktime.

QuickBooks Desktop

J

JamaicaA

QuickBooks Team

You definitely can, @BrockB88. I've got here a great method for you to pull up a customer income report with hours from Quicktime in QuickBooks Desktop (QBDT).

To clarify, are you referring to QuickBooks Time? If not, you’ll want to contact the app to learn how you can sync them. You can also ask for suggestion about what other report you can generate.

If you’ve synced the app to QBDT, you can run the Income by Customer Detail report. From there, let’s filter it to show the hours and other data you need. To do so, follow the steps below:

Go to the Reports menu at the top.
On the Search bar, enter Income by Customer Detail report.
Select Customize Report.
On the Display window, type Qty on the columns.
Click OK.

For additional reference, check out this article about adding total hours worked by employee report in QuickBooks Desktop.

You can check this resource page for future reference in case you want to learn more about the recording of timesheets by an employee in QuickBooks Desktop: Create and print timesheets.

Keep me posted on what report you're currently pulling up so I can help you filter it. If you need further assistance with modifying the report mentioned above, please mention me anytime. I'll be more than glad to share additional insights with you. Have a nice day!

B

BrockB88Author

Thank you @JamaicaA but that didn't give me the hours for the customer. It just gave me a number 1 in the "Qty" column for every customer invoice line and nothing else. We do not create invoices based on the hours. The only reports i can see the imported hours on is under the "Jobs, Time and Mileage" reports, in the "time" section. I would like them to show up in the income by customer detail for job tracking purposes.

F

FateCandylaneT

QuickBooks Team

I appreciate your prompt response and for following the steps mentioned by my colleague above, @BrockB88. Allow me to chime in and provide additional information on running Income by customer detail report in QuickBooks Desktop (QBDT).

Since we're using the Income by customer detail report, we'll first need to create sales transactions like invoices to enable the hours to be present on the said report and track its billable time.

Yes, you're right. Since timesheets are non-posting entries, let's export both Jobs, Time & Mileage, and Income by customer detail reports as a workaround. Then, you can manually add the number of hours in the Income by customer detail report. Doing so will allow you to track the customers' job hours on record.

To export the report in an Excel file, follow the steps below:

Go to the Reports menu and select Reports Center.
Find and open the said report, then select Excel on the toolbar.
To create a new Excel workbook, select Create New Worksheet. Select Update Existing Worksheet if you want to update an existing workbook with the data in the open report. Select Browse and then find the workbook on your computer.
Once done, select OK. To open the report in Excel, click Export.

Moreover, you can check out these helpful resources to ensure an accurate record of your job costs: Track job costs in QuickBooks Desktop. This way, it allows you to track and compare the expenses for a job and those expenses to your revenue.

If you need further assistance modifying the reports, you're always welcome to get back to this thread. I'm here to help. Keep safe!

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