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January 20, 2019
Question

Need report for Bills and/or credit card purchases/charges that have a "blank" customer job field.

  • January 20, 2019
  • 14 replies
  • 38 views

When we put in a bill or have a credit card purchase/charge, we use ITEMS.  We assign that item to a Customer Job.

I am looking for a report that will show all bills or credit card purchases/charges and the "Customer Job" it is assigned to..even if it is blank.

We are trying to show all bills or credit card purchases/charges that are NOT assigned to a "Customer Job" can't seem to find one.  Example: see attached pic where "Customer Job" is blank.

Note: I have tried the "Unbilled Costs by Job", doesn't show.

We use QuickBooks Pro 2016.

14 replies

Kristine Mae
Moderator
January 21, 2019

Hey there, Jmcplumbing.

 

Our reports are transaction based, not item based. For now, we're unable to pull up a report showing the customer:job assigned to a specific item.

 

You can send feedback directly to our software engineers. This is the best way for your voices to be heard. This way, we'll know your ideas and suggestions. You can do that by going to Help, choosing Send Feedback Online, then clicking Product Suggestion

 

I'm here if you need more help. Have a nice day! 

Rustler
Level 15
January 21, 2019

@Kristine Mae wrote:

Hey there, Jmcplumbing.

 

Our reports are transaction based, not item based. For now, we're unable to pull up a report showing the customer:job assigned to a specific item.

 

You can send feedback directly to our software engineers. This is the best way for your voices to be heard. This way, we'll know your ideas and suggestions. You can do that by going to Help, choosing Send Feedback Online, then clicking Product Suggestion

 

I'm here if you need more help. Have a nice day! 


read my reply and TRY it

qbteachmt
Level 11
January 21, 2019

@Kristine Mae

 

Please Learn from the input here.

 

@jmcplumbing

 

You stated you have Pro. That is entry level.

 

What you want is Premier, installed as the Contractor Edition. It has Job reports, including "Expenses not Assigned to Jobs."

 

Your file will move to Premier just fine.

 

Your QB 2016 reaches end of life May 2019. QB 2019 has already been out for 6 months. This is a Great Reason, and the right time, to Update and Upgrade to the better tools that will be meaningful to you.

 

Otherwise, find someone with the Contractor Reports. They can Export it to you, and you can Import it and use it from the Memorized Reports list.

Rustler
Level 15
January 21, 2019

@jmcplumbing wrote:

When we put in a bill or have a credit card purchase/charge, we use ITEMS.  We assign that item to a Customer Job.

I am looking for a report that will show all bills or credit card purchases/charges and the "Customer Job" it is assigned to..even if it is blank.

We are trying to show all bills or credit card purchases/charges that are NOT assigned to a "Customer Job" can't seem to find one.  Example: see attached pic where "Customer Job" is blank.

Note: I have tried the "Unbilled Costs by Job", doesn't show.

We use QuickBooks Pro 2016.


 

menu>reports>customers>unbilled costs by job
click customize,
scroll down display columns and select item, deselect what you do not need to see

set total by to customer if needed
then click filters
click billing status, select any
run report

 

February 28, 2023

Hey did you ever figure out how to do this? I have the same issue now. 2023! QB is saying they cannot do it.