posted
Best answer September 22, 2020
Solved
Best Answers
Hello there, angelawilson.
You'll have to use two reports so you'll be able to get the information you want. Run the Job Profitability Summary report to view those jobs that are completed depending on the status. You can follow the steps below.
- Click Reports on the upper menu.
- Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
- Click Customize Report.
- Go to the Filter tab, then select Paid Status.
- Click OK.
Once done, you can manually pull up the Transaction Detail report to check for dates when the invoice was fully paid. Here's how:
- Click Reports on the upper menu.
- Select Custom Reports, then choose Transaction Detail report.
- Under the Display tab, make sure to check the Date option.
- Go to Filters, then select for the Date.
- Click OK.
In case you have further questions, you can check out these help articles for your reference: Reports And Accounting.
Don't hesitate to keep in touch if you need anything else. I'll be here to further assist you.
Hello there, angelawilson.
You'll have to use two reports so you'll be able to get the information you want. Run the Job Profitability Summary report to view those jobs that are completed depending on the status. You can follow the steps below.
- Click Reports on the upper menu.
- Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
- Click Customize Report.
- Go to the Filter tab, then select Paid Status.
- Click OK.
Once done, you can manually pull up the Transaction Detail report to check for dates when the invoice was fully paid. Here's how:
- Click Reports on the upper menu.
- Select Custom Reports, then choose Transaction Detail report.
- Under the Display tab, make sure to check the Date option.
- Go to Filters, then select for the Date.
- Click OK.
In case you have further questions, you can check out these help articles for your reference: Reports And Accounting.
Don't hesitate to keep in touch if you need anything else. I'll be here to further assist you.
Let's make sure you'll be able to run reports for jobs and mileage, marjanbastani.
In QuickBooks Online (QBO), projects works along with the time tracking payroll, payroll, and billable expenses features to give you an accurate look at the profitability of each job, including income, expenses, profit margin, and time worked.
For mileage, you'll want to turn on the mileage tracking in your mobile app to track business mileage for multiple vehicles. Then, add vehicles to QuickBooks. Next, click on the View Vehicle Link in the Mileage Dashboard so you'll be routed to a page where you can see a list of vehicles you've used to track your business-related mileage information. I've added a screenshot for your visual guide:
For more information, please read this article for your guide: Set Up Mileage Tracking and Vehicles In QuickBooks Online.
Aside from that, you can run reports outside the Projects feature, if you're unable to see some of your data from there. You'll have to make sure to customize them so you'll be able to get the information you need. Learn from this article for your guide: Customize Reports In QuickBooks Online.
Reach out to us if you have any questions about jobs and mileage. We'll always be right here to help you.
It isn't the kind of experience we want you to have, @marjanbastani. I've read your original post, and I'm here to share with you some additional information while running the Project Profitability Report.
The Job, Time & Mileage menu is available through the Reports tab when you're using QuickBooks Desktop (QBDT). From there, you can click on Job Profitability Summary or Detail to get the information you need.
If you don't see that option, I recommend opening your QBDT file as a master administrator or user with permission to access reports. The restrictions may affect the issue of why you don't see Job, Time & Mileage from there.
In case you're using QuickBooks Online (QBO), follow these steps:
- Sign in to QBO.
- Click on Projects at the left pane.
- Select the project's name, then go to the Project Reports section.
- Run the Project profitability report by clicking on the View link.
For additional tips while handling your reports, you can open these articles:
Additionally, you can get some insights about job costing from these links:
Please let me know if you have any other questions while running your job report. I'll be right here to provide additional assistance. Wishing you a good one!
