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JasperContracting
Level 3

Is there a report that can show time by customer, but also includes the Service category? I have all the other information, but cannot find where to have it show it.

We are a construction company that does many type of labor, so I need to be able to categorize it.
3 Comments 3
Tori B
QuickBooks Team

Is there a report that can show time by customer, but also includes the Service category? I have all the other information, but cannot find where to have it show it.

Hi there, @JasperContracting.

 

Thanks for taking the time to reach out to the QuickBooks Community. 

 

I have a report that might show everything you need. I recommend using our Sales by Product and Service detail report. This report will show all sales, including products and services invoiced to your customers. You can customize the report to see exactly what product or service was used in the transaction. I've included some steps to run and customize the report below. 

 

  1. Go to the Reports menu. 
  2. Key in Sales by Product/Service in the search bar on the right-hand side. 
  3. Open the report. 
  4. At the top of the report, customize the dates you wish to see. Then, hit the Customize button. 
  5. Scroll down to the Rows/Columns section. 
  6. Choose Product/Service
  7. Hit Run Report

 

Your report should look something like this: 

 

 

That should do the trick. However, if this isn't the data you're looking for, please don't hesitate to let me know. 

 

For additional information about using sales reports and categories, check out Group products and services into different categories in QuickBooks Online.  

 

I'm only a reply away should you have any questions or concerns. Take care! 

JasperContracting
Level 3

Is there a report that can show time by customer, but also includes the Service category? I have all the other information, but cannot find where to have it show it.

Unfortunately this will not work, as the time has not been invoiced.  I am looking for a report with the raw data coming from Quickbooks Time.  Attached is a screen shot of an example of the data.

 

I want to be able to reflect the customer/project, the employee, date, time, and Service category, and notes.  

 

Under the projects, there is a report called Time Cost by Employee.  This would work, but it does not include the Service Category.

AlcaeusF
Moderator

Is there a report that can show time by customer, but also includes the Service category? I have all the other information, but cannot find where to have it show it.

Hi Jasper,

 

Thank you for getting back here in the Community space. Allow me to step in and share information about the report you can run in QuickBooks Online.

 

Our Time Activities report allows you to include additional columns and show all the details you need from the time activities. You can click the small gear icon within the report to include the customer/project, employee names, date, time and Service category, and notes.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Select Time Activities by Customer Detail under Sales and customers.
  3. Click the Gear icon within the report.
  4. Put a checkmark on the columns you want to show in the report.
  5. Set the date range.
  6. Hit Run report.
  7. Review the report data.

 

Aside from printing reports, you can export them to Excel if you want to use your data outside QuickBooks. I've attached a link you can visit for the detailed steps and visual reference of the process: Export your reports to Excel from QuickBooks Online.

 

Let us know if you have additional concerns about running a time entry report in QuickBooks. We'll be sure to lend a helping hand. Take care.

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