cancel
Showing results for 
Search instead for 
Did you mean: 
graceirish
Level 2

Create Custom Report for End Dates

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).

Solved
Best answer November 13, 2019

Best Answers
gracieirish
Level 2

Create Custom Report for End Dates

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 

 

CustomerCustomer TypeRepStart DateStart DateProjected EndEnd DateJob TypeJob Description

View solution in original post

6 Comments
gracieirish
Level 2

Create Custom Report for End Dates

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 

 

CustomerCustomer TypeRepStart DateStart DateProjected EndEnd DateJob TypeJob Description

View solution in original post

GlinetteC
Moderator

Create Custom Report for End Dates

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.

SharonSST
Level 2

Create Custom Report for End Dates

I was searching- appreciate you sharing!!

PAF1369
Level 1

Create Custom Report for End Dates

I know i am missing something, but I can't find the solution - which is says can be read.

Can someone please help....i found this solution once, but foolishly didn't memorize the report.

I need a report that shows customers/jobs start and end dates.

Thank you.

 

PAF1369
Level 1

Create Custom Report for End Dates

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.

Kristine Mae
QuickBooks Team

Create Custom Report for End Dates

I got you, PAF1369. I'll guide you to pull up the report that shows when the job started and ended.

 

You can follow these steps:

  1. Click Reports.
  2. Go to Customers & Receivables.
  3. Select Customer Contact List.
  4. Click Customize Report, then go to the Display tab.
  5. Under COLUMNS, enter and select Start Date and Projected End.
  6. Click OK

Once done, you can memorize the report it'll be available for future use.

 

Let us know if you have other concerns. You can always reach out to us. Take care!

 

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us