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Langsford
Level 2

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

*When i mark a job as Inactive...
5 Comments 5
MirriamM
Moderator

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

Thanks for reaching out to the Community forum, @Langsford.

 

In QuickBooks Desktop, you can run the Transaction List by Customer report and customize to show all jobs transactions. 

 

Here's what you'll need to do:

  1. Click the Reports menu at the top.
  2. Pick Customers & Receivables.
  3. Choose Transaction List by Customer.
  4. Hit on Customize Report.
  5. In the Filter tab, search for Job Type.
  6. From the drop-down menu, choose Multiple Job Types
  7. Choose the period. 
  8. Click on OK.

You can also run the Customer & Job List report which shows all of your customers including those who are tagged as active and inactive,

 

Also, you can check these helpful articles for reference in case you want to learn more about how to customize the report in QuickBooks Desktop:

Feel free to leave a comment below if you have any other questions or concerns. I'll be around to help.

Langsford
Level 2

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

Thanks, that is the report I was looking for hoping it would solve 2 issues.   2 questions.  Do you know how to make the report total on the Amount field?  Also, Once a Job is marked at Inactive, is there way way to get it back to active?

Langsford
Level 2

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

Sorry for the 2nd email.  I am running Qbooks Pro Desktop 2019.  I don't see the report you mention, Customer & Job List.  What section off the Report menu is it in?  Thanks again.

katherinejoyceO
QuickBooks Team

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

Thanks for coming back for more support, @Langsford

 

To answer your questions, the Customer and Job List report mentioned by my peer @MirriamM on her post aren't available specifically. However, it can be obtained by customizing either the Customer or Job reports. 

 

And yes, you can also add the total balance to the report. Here's how to create specific custom reports that show customer job status, start and end dates and estimated totals, here's how: 

 

  1. Go to the Reports menu, then select List and then Customer Contact List.
  2. Click Customize Report.
  3. Go to the Display tab, then select to add the Job StatusStart DateProjected End columns, and Balance Totals. You can also add more details you want to show in your report and remove any unwanted columns.
  4. Click the Filters tab, then select the filters as needed. Search for Job Status, then select the inactive in the Job Status drop-down list to include them in on the report. 
  5. Click OK.

For more options, refer to this article: Customize customer, job, and sales reports in QuickBooks Desktop

 

To make the customer/job active again, you'll need to remove the icon from the Customer Center. Here's how: 

 

  1. Go to Customers menu, then Customer Center.
  2. Change the Active Customers drop-down to All Customers.
  3. Click on the icon beside the inactive customer/job. Then, click Yes when prompted.

 

Once done, the customer/job will be moved to active customers again.

 

For future reference, read through this article: Understand reports in QuickBooks Desktop. It includes a list of available reports with its details.

 

Feel free to message again if you have additional concerns. We're always delighted to help. 

 

 

parisa1
Level 1

How do I get a report of All Jobs by Customer? There's no such report in the Report menu. Also, When make a Job as Inactive, I don't see where I can find it again?

Can you Help me please ? I have a Question of QuickBooks 

How can we find a list of customers who are added that have no Transactions yet ? 

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