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September 15, 2020
Question

How to pull a specific report

  • September 15, 2020
  • 1 reply
  • 1 view

I need help!!  whenever i enter a payment, there's a specific customer:job number that i use, now i need to pull a report that lists everything that is under that job number but i JUST CAN NOT figure it out- help!!  (thank you!!)

1 reply

Level 8
September 15, 2020

Hey, @morning11

 

It's great to see you back in the QuickBooks Community. 

 

No worries. We can work together to get you to a report that lists everything that's under a specific job number. The process is very simple. Here's how: 

 

  1. Go to the Customers menu. 
  2. Pick the Customers Center

 

 

       3. Press the Customers & Jobs tab. 

       4. Right-click on the Customer/Job and tap QuickBooks Report: {Customer/Job name}.

 

 

Afterward, you can set the date for the report. Learn more about customizing reports to help your business in the future with this link. 

 

Should you need any further assistance, don't hesitate to contact me. I'm always here to lend a helping. Have a great day!