Thank you for your assistance.

I did not enter the bills, just paid with check/credit. But I used Items and put in the Job & billable.

Thanks for getting back to the QuickBooks Community, HeiCon.

Allow me to help provide some additional insights about the Job Profitability report. 

You can either create a bill or process a check/credit since the transaction doesn't need to billable. As long as the check you've paid has the name of the Job, it should appear on the Job Profitability report in QuickBooks. 

For future reference, you can visit this article to learn more on how to customize reports in QuickBooks Desktop.

That should do it! Feel me in if you have additional questions about the job profitability report. I'll be around to help. 

I have entered as an item and put in the Job. It must be in the way the item is set up because if I direct the expense account to COGS it will show up. But if I direct it to Construction In Process, it doesn't. I have purchased the training and so far I don't see how to direct it to Construction in Process. 

Hi, HeiCon.

Allow me to take over and help you show the item in your Job Profitability report.

Is it possible for you to send me a screenshot for me to have a better view of the issue and the transactions you've created?

For now, let's try to verify and rebuild your data. The data verification process in QuickBooks is a tool that examines the health of your QuickBooks company data file.
 

To Verify Data:

1. Choose Window at the top, then Close All.
2. Choose File.
3. Click on Utilities.
4. Verify Data.

To Rebuild Data:

1. Choose File.
2. Click on Utilities.
3. Rebuild Data.
4. You will receive a warning message to backup your company file, press OK.
5. Click OK when you get the message "Rebuild has completed".

Here's an article with detailed steps and information: https://community.intuit.com/articles/1774819-verify-and-rebuild-data-in-quickbooks-desktop.

Fill me in if you have additional questions about the Job Profitability report in QuickBooks Desktop. I'll be around to help.

Hello there, HeiCon.

I appreciate you for providing the screenshots. This helps a lot in identifying the cause of this issue.

Base on the screenshots you provided, the account you selected when you setup an item is under Other Current Asset. This is the reason why the item is not showing on the Job Profitability Detail Report.

If you wish to show those items, you'll need to select the correct accounts. Under Expense Account section, choose an appropriate expense account. Do the same thing under Income Account.

Check out his article to learn more about modifying items in QuickBooks: Add, edit, and delete items.

That should keep you on the right track. Let me know if you have follow-up questions about Job Profitability reports and I'd be glad to clear things up for you.

I want my costs to go to Construction in Process. I did, however, find my answer. It is a matter of using the filter in the report to grab the data from CIP. 

But now it isn't grabbing the income since it goes to the P & L.  Hmmmm  This is a remodel job. I haven't yet figured out how to treat remodels vs specs vs customs.

I want the detail you get through CIP, so I did adjusting entries at month end. But there is income from the job, unlike new builds. Or should I run remodels solely through P&L?

So is there a way for it to automatically download into the items tab (like in the preferences)?  And when I put them into the items tab, will it screw up other reports?  

This is a question to the original question asked.....

Good day, @teamchambie.

Thank you for joining this thread. I'm here to offer my expertise with the Job Profitability Detail report.

All QuickBooks reports are only dependent on the data and/or transactions entered. As mentioned, creating Checks, Credit Card Charges, and/or Bills using the Expense tab will automatically create the No item section on the Job Profitability Detail report.

Currently, there isn't an option to automatically download or put your transaction detail under the Items tab. You will have to manually delete and recreate to correct them. As an assurance, this will not mess up other reports.

For additional reference, you can check these articles:

• Targets vs. Sources overview
• Track job costs in QuickBooks Desktop
• Customize reports in QuickBooks Desktop

That should keep you going today, @teamchambie. Let me know if there's anything else you need or you have follow-up questions. Just drop a comment below. Have a good one.

I would like to find a video or short class.  I am new to job costing but have been using qb for 5 years.  My chart of accounts has grown excessively large as we are builders.  I have to get proficient at using the items and job costing.   Can you send me a link or tell me how to find your instuctional video.  I have gone through the intuit pro-advisor training, but have never had the opportunity to use job costing.

Thank you,

Jessica S.

I'm happy to see you here in the Community, @Jessica S.

At this time, we don't have training (class) specific for job costing. But, I've got here a article that you can refer to about tracking job costs in QuickBooks Desktop. If you wish to have a visual reference for its procedure, you may find various video tutorials about this process online.

I'm also adding here a link that you can visit for more information regarding QuickBooks and its functionalities: Help Articles for QuickBooks Desktop.

I'll be right here to help if you have any other concerns, Jessica. Just let me know by leaving a reply below. Have a good one!

@HoneyLynn_G,

Can you tell me why this is the case?

We use the Item tab for entering PO items. Thus when a bill is generated from a PO, it appears accurately on the Job P&L report. However, we use the Expense tab for non-PO items (such as freight charges from UPS) which are entered from a bill. Freight is an Account in the Chart of Accounts, yet when entered as a bill, it shows up as "No Item" on the report and not under the "Freight" listing. 

Why are items listed in the Expenses tab not tracking back to the related Chart of Accounts line on the Job P&L when entering bills? 

However, I noticed earlier in the year that Subcontractor Labor which was entered on the "Item" tab of an Invoice was showing up under "No Item", so I changed those Invoices and entered Subcontractor Labor under the Expenses tab. 

How can I rectify this without going through the thousands of "Expense" entries for the year and converting them to an "Item"?

Allow me to chime in, Lilalykat.

The Job Profitability report will say "No item" if you use the Expenses tab when generating the transaction since this report depends on utilizing the item. Right now, there isn't a direct way to change it without going through each transaction individually.

To fix this, create non-inventory item and linking it to the expense account you've set up on the chart of accounts. Then, you can edit each transaction by clicking on the amount link.

For your reference, you can read this article to guide you in creating non-inventory item: Add, edit, and delete items.

In addition, I've included this resource if you want to personalize your report to show the information important to your business: Customize reports in QuickBooks Desktop.

You're welcome to post again if you need anything else. We're available to help you at any time.

Hello, I am encountering a similar issue. I have the Costs showing on the Job estimates vs. Actuals Summary but when I click into the Job Actual cost detail report, the costs that were showing on the previous screen are now missing, and the report is blank. Only one of my jobs actually still has costs showing when I click into the detail report. The others are totally blank. What could be causing this?

Hello, I am encountering a similar issue. For me, the costs are showing on the Job estimates vs. Actuals Summary but when you click through into the detail of the costs, the Job Actual Cost detail reports are blank. What could be causing this issue?

Hello there, @danman9078
 

As much as I'd love to sort this issue. I just need more details to get me on the same page.

Could you please provide me with the detail on how you created the transactions inside the report? and would you mind adding a screenshot to this post? 

This way I'll be able to provide an accurate solution to your concern.

I'd appreciate any details you can provide. Looking forward to your reply. Keep safe.

This is the screen that I am originally viewing, but when I click into the majority of these accounts, the detailed report is blank. Where has this expense gone?

I appreciate your reply, @danman9078.

I've got some troubleshooting steps for you to perform to help you get around this issue with your report in QuickBooks Desktop.

The first thing we can do is utilize the Verify and Rebuild Data tool. This way, we'll be able to identify and resolve the most commonly known data issues within your company file.

Before proceeding, let's ensure we always have our QuickBooks Desktop to the latest release to keep your software up-to-date, so you always have the latest features and fixes. Then, create a backup company file to secure your data if you ever encounter problems.

Follow these steps on how to verify data:

1. Choose Window, then Close All.
2. Go to the File menu, and then click Utilities.
3. Select Rebuild Data.
4. Follow the onscreen instruction to back up your data.
5. When the tool finishes, select OK.
6. Navigate to the File menu, then click Utilities.
7. Click Verify Data, then choose Rebuild Now once QuickBooks finds an issue with your company file.

Once the report still shows blank, you can follow the next steps in this article to use the File Doctor to fix the file issue you may have: Fix company file and network issues with QuickBooks File Doctor.

If the issue persists, I suggest contacting our QuickBooks Desktop Support Team. They will be able to access your account in a safe environment during a screen-sharing session to investigate your concern and give you a possible fix for this query.

Please know that the Community is always around to help with any QuickBooks Desktop errors you may be having. Tag me in your reply, and I'll get back to you as soon as possible. Have a good one, and keep safe always! 

Hi, thank you, I am trying these methods but not finding any success. One important thing to clarify. These Act cost items are only showing up in the Job estimate vs Actual summary when I turn on the filter for Estimate Active to "No" or "Either". Perhaps that detail can help shed some light into what is going on. Please refer to the prior screenshot I sent. Any insight or help is appreciated. 

Thanks!

I appreciate your reply, @danman9078.

Beforehand, thank you for taking the time to follow the steps given above to sort this issue out. I'll add some information about this concern.

In QuickBooks Desktop, reports are displayed based on the Report set. This is an instruction set where information is extracted from the data file and shown as transaction lines. It determines which lines of the transactions are included in the report and if the specific report includes either Source, Targets, or both.

This Report set includes the following :

• The structure of the report is hardcoded into QuickBooks Desktop.
• The embedded filters are part of this structure.
• Default filters.
• Settings on the Display and Filter tabs.

This might be why the costs were showing blank on the report. For more details on how QuickBooks Desktop generates reports, you can refer to this article for your guide: Understand reports.

We recognize how beneficial it is for you and your business to improve the reports in QuickBooks Desktop. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here’s how:

1. From the top menu bar, choose Send Feedback Online.
2. Click on Product Suggestion.
3. Click on the drop-down for Type of Feedback and select Product Suggestion.
4. Select the Product Area, then enter your thoughts and suggestions.
5. Once done, select Send Feedback.

Moreover, visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature, as well as the recent updates in QuickBooks.
 

You can always reply or reach out to us again if you need anything else with QBDT. We're always here to guide and assist you whenever you need help. Have a good one!