Learn how to check the status of your jobs by customizing customer job reports in QuickBooks Desktop for Mac.
If you track customer jobs, you can create a report that shows the current status of each of your jobs. Just customize your reports to show the information that you need.
Customer Job status date and estimate totals
This report shows job status, start and end dates, and estimate totals.
- Go to the Reports menu.
- Select List and then Customer Contact List.
- Select the Customize icon, then the Options tab. Select the Show All checkbox.
- Select Job status, Estimate Total, Start Date, and Projected End to add to your columns. You may also want to add Balance Totals (for invoice balances).
- Remove any unwanted columns.
- Go to the Filters tab then select the Show All checkbox.
- Select the filters as needed.
Job Profitability Summary report
This report includes inventory adjustments and accurate job costing.
- Go to the Reports menu.
- Select Jobs, Time and Mileage and then Job Profitability Detail.
- Select the desired customers. Then select OK.
- Select the Customize icon.
- Go to the Filters tab then select the Show All checkbox.
- Select the Paid Status filter and then select Closed.
Unbilled Cost/Reimbursable Expenses
This report shows all unbilled costs by customer. If you have costs that have already been billed, they won't show up on this report.
- Go to the Reports menu.
- Select Jobs, Time & Mileage then the Unbilled Costs by Job report.
If you want to see only billed costs:
- In the Unbilled Costs by Job report, select the Filters tab. Select the Show All checkbox.
- From the Billing Status dropdown, select Billed.
If you want to see only unbilled costs:
- In the Unbilled Costs by Job report, select the Filters tab. Select the Show All checkbox.
- From the Billing Status dropdown, select Unbilled.
If you want to see billed and unbilled costs:
- In the Unbilled Costs by Job report, select the Filters tab. Select the Show All checkbox.
- From the Billing Status dropdown, select Any.