Job Profitability Report

angelawilson · ‎September 22, 2020

Hello all,

I am trying to create the job profitability report, but my boss wants the dates the jobs were completed to show as a separate column on the report. Is there a filter that will do that for me? Or do I have to click on each individual job to see the date it was completed and enter that manually into a spreadsheet? Some of the jobs were pre-paid in 2019, but our company was billed for the products we sold to the customer in 2020, so one particular job is showing as a negative percentage.

Thanks!

MariaSoledadG · ‎September 22, 2020

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.

View solution in original post

MariaSoledadG · ‎September 22, 2020

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.

View solution in original post

angelawilson · ‎September 24, 2020

Thank you. This answered my question. I appreciate you taking the time to help me out.

jbrynda · ‎January 09, 2021

I have a similar issue. Job Profitability Summary gives me most of what i need, but I would like an added column with the invoice date. There is no way to do this. Can we request that column be added as a customization switch? The lack of this information seems short-sighted on behalf of QuickBooks.
Is there an aftermarket report writer that works with Quick Books?

Ryan_M · ‎January 09, 2021

Hi @jbrynda,

I'll take care of this query about the Job Profitability Summary report in QuickBooks Desktop (QBDT).

On the Job ProfitabilitySummary report page, you have the option to change the Columns drop-down menu. The default is set to Total only, though you can change it to add more columns to the report.

You can also click on the amounts to drill down for additional information. This way, you'll see the invoice dates you'll need.

I'll share this article with you for reference: Customize reports in QuickBooks Desktop. Additional details on how you can customize reports in QBDT, along with related links to this topic.

Post a reply in the section below if you have other questions about reports in QBDT. I'll get back to you as soon as I can.

jbrynda · ‎January 10, 2021

"You can also click on the amounts to drill down for additional information. This way, you'll see the invoice dates you'll need. "

I want a date to appear in a column alongside the data. I don't want to have to drill into each line item record - that's a ton of work. Thank you for your reply, but it doesn't resolve my issue.

Pabz_L · ‎January 10, 2021

Thank you for getting back to this thread, @jbrynda.

I understand how it would help you to add information in the column alongside the data. However, this option is not available. As a workaround, you can click the amount of the invoice so you’ll be able to see the date.

I appreciate for sharing this suggestion. Rest assured that I’ll pass along this idea to our product developer.

Additionally, I encourage you to visit our QuickBooks Blog to be updated with our latest news and updates, including product improvements. Check out this link: https://quickbooks.intuit.com/blog/.

Stay in touch with me if there's anything else that I can help you with, please let me know as I'm here to help. Take care.

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