Question

job estimate vs actual with customer filter

Forum|Forum|4 years ago
March 12, 2022
5 replies
22 views

Desktop premier contractor 2021

Ive created 2 customer types> Active Job > Closed Job

when I run job estimate vs actual with customer type set to > Active Job report is blank

my goal is to see only current jobs, not have closed mixed in

QuickBooks Desktop

JasroV

Level 8

Thanks for laying out the details of your concern, John.

I'd be delighted to provide some insights on how to get around this issue and view the data you need.

You'll want to ensure you filter the date range of the report accurately. If this is not the case, please make sure you've updated your QuickBooks Desktop (QBDT) to the latest release. This way, we can guarantee the software is equipped with the newest features and fixes. Let me show you how.

Go to the Help menu and select Update QuickBooks Desktop.
Click the Update Now tab.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
Accept the option to install the new release when prompted.

You can also check this link for more details: Update QuickBooks Desktop to the latest release.

If the issue persists, I suggest running the Verify Rebuild tool. This scans your company file for potential errors and quickly resolved them.

When everything looks good, you might want to memorize your report to save its current settings. This way, you can easily access it whenever you need to view the same information.

In case you have any other questions about running your reports in QBDT, you can always tag me in your reply. I'll be around to back you up anytime!

J

johnliccAuthor

Thanks for the info but that doesnt address my question

try creating the report using the parameter I set it doesnt work

JoesemM

QuickBooks Team

Thanks for getting back to us and performing some steps to show the report you need, @johnlicc.

Since you set the correct parameter of your report and doesn't work. It's possible that there is data damage within your company file. To fix this, let's verify and rebuild your QuickBooks software. This process is used to fix common data issues and unexpected behavior within the file.

Before we start, please secure a backup of your company.

Here's how:

Click Window at the top menu then Close All.
Verify Data. Choose File then Utilities. Select Verify Data.
If you see:

- "QuickBooks detected no problems with your data," no further action is needed.
- A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.
- "Your data has lost integrity," indicates there is data damage in the file. Continue to the steps below to Rebuild Data to correct the problem.

To rebuild:

Go to the File menu, then select Utilities and Rebuild Data.
On the QuickBooks Information window, select Ok. Follow the prompts to save a backup. (Note: Your computer may display QuickBooks is not responding. However, as long as you can see your mouse cursor move, Rebuild is still ongoing. Wait for it to complete).
Click OK when you see Rebuild has been completed.

You can also drill down the data by double-clicking and reviewing each transaction on the report. The source of the report is the summary information about the transaction, including the account, names, amount, and items used.

I'm adding an article that has all the information about reports in QuickBooks Desktop and how to use them: Understand reports.

Let me know how these steps work on your end. I'm always here to help. Take good care, @johnlicc.

Sign up

Login with SSO

Let's get you signed in

Login with SSO