Custom reports

kmiller2 · ‎August 22, 2023

Ok, this may be a little confusing, but I will do my best to explain/describe... First, please realize that I am not great at QB and may need very detailed directions. I probably don't use a fraction of what QB is capable of doing. I have a chart of accounts that shows where to allocate all transactions, but I also use Class as another way to show where it's going. I use Class to enter the name of the project we are either billing against or receiving payments for... I need it for job costing... We don't keep inventory, because we are strictly a steel erector and anything we pick up as far as welding rods, grinder tools, etc. is "charged" or allocated to whatever class or project we purchased it for. For instance, 612 (in chart of accounts) is our supplies and material category... and we are working at a particular location... I would put 612 for category and then type in what we purchased under description and then the amount we paid... then enter the class/project under class. I need a report that will show everything that is paid out (which I enter all my checks and drafts as "expense") and choose a class if it's going to a specific class. I need to show how much we spent on each project. I need to know what "Payee" it is going to and I need to see what it's for under description as well. Any help would be appreciated.

FateCandylaneT · ‎August 22, 2023

We recognize the need to track and review job costings in your account, kmiller2.

Currently, running custom reports to show all the specific data you've mentioned in one report is unavailable in QuickBooks Online. However, we can run a Project Profitability summary report and modify their details as an alternative. You'll want to customise them per the data you want to appear on the report. To do this:

In your QBO account, go to Projects from the left menu and select the specific project.
Then, click the Project Reports tab, and select Project Profitability.
Modify the Report period and Accounting method.
Click Customise.
Under the Rows/Column dropdown, select specific data to show on the report.
From the Filter dropdown, select all necessary information.
Review all the details and click Run Report.

Also, I recommend sending your relevant idea to our product developers. They're always open to suggestions and may include this feedback in future product enhancements.

Here's how to submit feedback:

Go to the Gear icon and select Feedback.
Enter your product suggestions or feedback.
Then, click Next to submit.

Moreover, you can memorise all the customisations made to this report to enable custom settings to be saved. Also, you can set up budget targets for each segment if you want to track profitability by class.

We appreciate your understanding as we work towards improving our product, kmiller2. Feel free to let us know in this thread if you have additional questions when managing projects. We'll always be around to help you. Keep safe!

Topics

Training

Community

Resources

Custom reports

Custom reports

Need to get in touch?