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C
Christine771
October 30, 2021
Question

Job costing report

  • October 30, 2021
  • 3 replies
  • 21 views

We use Desktop Contractors Premier and use job costing reports.  Is there a way to customize the job detail reports to consolidate the payroll labor burden items so each paycheck does not take up so many lines.  Now it is itemizing each individual tax or cost on a separate line?  Our job reports end up to be way too long and wonder if we could consolidate that cost into one line for the purpose of the job report only.

3 replies

G
Giovann_GModerator
Moderator
October 30, 2021

Hi there, Christine771.

 

I can share another way to customize your report to display just the required information.

 

QuickBooks creates reports based on the concept called Source and Targets. The Source is the summary information about a transaction. On the other hand, the Targets are detailed information about the transaction.

 

The option to customize job detail reports to limit the payroll data to only one line is unavailable. Exporting your report to Excel is a better option for you. From there, you can remove unnecessary lines to display the payroll cost only.

 

Here's how:

 

  1. Generate the report you want to export.
  2. Click the Excel dropdown found at the top of the report.
  3. Select Create New Worksheet or Update Existing Worksheet.
  4. In the Send Report to Excel window, choose what you'd like to do with the report.
  5. Click the Advanced button, to see other available options.
  6. Once done, hit Export.

 

For more detailed information, please check out the following articles below:

 

 

Also, I've included this resource if you need to make changes to contractor check or direct deposit: Void or cancel contractor payments.

 

Let me know if you need further assistance with running reports. I'm always here to help you.

C
Christine771Author
October 30, 2021

So, then if I export and remove lines, it will remove that cost, which I still need included....just wanted it consolidated.  So, the only other way to do this is to remove those lines and manually add an overall burden rate?

BettyJaneB
BettyJaneB
Level 9
October 30, 2021

Glad to have you back here in the Community, @Christine771.

 

Let me share some more details about customizing reports in QuickBooks Desktop.

 

I here you and realize the importance of pulling up a report based on the data that you need.

 

At this time, being able to consolidate the payroll labor burden items isn't available. To get your work done, you'll need to export the job costing report and manually add an overall burden rate. You can also customize the report based on the information that you want.

 

To give you more insights about customizing reports in QuickBooks Desktop, you can always check out this link: Customize reports in QuickBooks Desktop.

 

Lastly, to help you in managing job cost in QBDT, here's a reference that you can scan through: Track job costs in QuickBooks Desktop.

 

Know that the Community is always here to assist you with any reports or QuickBooks-related concerns. Take care!

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