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Laura1313
June 25, 2021
Question

Labor Reports by Job-Contractor Edition-QB Desktop

  • June 25, 2021
  • 5 replies
  • 48 views

I am using QB Contractor-Desktop-Premier Plus.

 

1.  I need to run Labor Reports by Job which show the estimate v/s actual cost of Labor. 

I would think this would be a common report that all contractors need.  I am having trouble generating this report.  As I mentioned I want it BY JOB.  When the boss asks for a report on how much was spent on a specific job v/s how much he estimated I need to be able to quickly come up with that amount.  I'm not able to do that.

 

2.  I also need to be able to separate my own labor from my subcontractors labor on the labor report by job.  I am assuming this will revert back to how items are set up.  If so, how do I separate by own "service items" from my subcontractors "service items" and show them separately on a report BY JOB.  Picking through the service items and trying to figure out which are my own companies labor and which are my contractors labor is no fun.  

 

Any help would be greatly appreciated!

5 replies

Adrian_A
Adrian_A
Level 8
June 25, 2021

Hello Laura1313,

 

You have me to help you run this data. 

 

For your first question, we can pull up the Job Estimates vs. Actuals Details report. Just a heads up, we'll have to manually run the information for each contractor. Then, we can export it to an Excel file and combine all your contractor's data. Let me guide you with these steps:

 

  1. From the Reports menu, select Jobs, Time, and Mileage.
  2. Select Job Estimates vs. Actuals Details.
  3. Select a Customer:Job.
  4. Click OK.

 

Then, click the Excel button at the top menu. Select Create New Worksheet.

 

As for your second concern, as I've shared above, we can only pull up the data one by one, that said, we'll have to export to an Excel file yours and your sub-contractor's total labor.

 

You can follow the steps above to generate the data.

 

 You can learn about exporting reports at this link: Export reports as Excel workbooks in QuickBooks Desktop.

 

Let me know if you have other questions or concerns. I'll be around to assist you every step of the way.

Laura1313Author
June 25, 2021

Thanks Adrian but I have tried getting the info I need report you described already. Is there not a way to run a labor only report v/s estimate? Instead of the entire estimate? When I export to my excel file then I have to pick through each category and figure out which is my labor and which is my subcontractor labor. I have both (Subcontractor labor and my company labor) showing up as "service items". Is there a way to set up subcontractors different than my own company labor -currently I have both as "Service Items" so when I run this report, it combines the subcontractor and my company labor together and it's crazy on a large job to pick through the excel report and figure out which is subcontractor labor and which is my labor.

Thanks for your help,

jamespaul
Level 8
June 25, 2021

Hello, Laura.

 

Thanks for the clarifications and getting back to us. I'll clarify something about the report, and help you get the details you need for your labor. 

 

Just to clarify, you can actually filter the Job Estimates vs. Actuals Details report. This will specify the service items you want to show on the report. Plus it won't list the entire estimate, just the item you checked from the filter options. 

 

Here's how to do it: 

 

  1. Open the Job Estimates vs. Actuals Details report. 
  2. Click the Customize Report button.
  3. Go to the Filters tab.
  4. In the Search Filters box, type Item.
  5. Select it then from the drop-down menu, choose Multiple items.
  6. Check the labor or service items you want to add, then click OK.

 

 

This is what the report would show if you break it down: 

 

 

Also if you want to show all of your customers with the transactions, type Name in the filter search box. Select it, then choose Multiple names or All customers/job from the drop-down menu. 

 

Need more help building a report for your boss? This article can guide you: Understand reports.

 

If you also need help reconciling their bank accounts, all of the steps and details are explained in this article: Reconcile an account in QuickBooks Desktop.

 

Do you need to get other details from reports? Please let me know what you need to do. I'm always here to help you out. I'm down to answer any other concerns you might have. 

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