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Create Custom Report for End Dates

Forum|Forum|6 years ago
November 13, 2019
3 replies
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I would like to create a custom report that will show the end date of Contract jobs.
Many of our customers have contracts. Under Joe Info we can enter a Job description, job type, start date, and end date.
Is there a way that I can use the information in this input window to enter the contract information, i.e. end date, and then run reports to see when the contracts are ending for our customers?
Or any other suggestions?
Bottom line, I want to run a report the beginning of each month to determine which customers have contracts that are expiring (and need to be renewed).

QuickBooks Desktop

Best answer by graceirish

To anyone who may be interested - I answered my own question. I was able to create the report I wanted by modifying Customers & Receivables / Customer Contact List

Customer

Customer Type

Rep

Start Date

Projected End

End Date

Job Type

Job Description

G

graceirishAuthorAnswer

To anyone who may be interested - I answered my own question. I was able to create the report I wanted by modifying Customers & Receivables / Customer Contact List

Customer

Customer Type

Rep

Start Date

Projected End

End Date

Job Type

Job Description

S

SharonSST

I was searching- appreciate you sharing!!

L

lin_jcaj

Level 9

Good work for resolving your concern, gracieirish.

The solution you've provided will surely help other users who are having the same issue as yours.

If you have other questions, you can post them again here and we'll answer them.

P

PAF1369

I cannot seem to find the explanation of how you achieved this report. I have spent a lot of time trying to figure this very thing out and would be grateful for the solution.