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angelawilson
Level 2

Job Profitability Report

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!

Solved
Best answer September 22, 2020

Best Answers
MariaSoledadG
QuickBooks Team

Job Profitability Report

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.

  1. Click Reports on the upper menu.
  2. Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
  3. Click Customize Report.
  4. Go to the Filter tab, then select Paid Status
  5. 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:

  1. Click Reports on the upper menu.
  2. Select Custom Reports, then choose Transaction Detail report.
  3. Under the Display tab, make sure to check the Date option.
  4. Go to Filters, then select for the Date.
  5. 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

11 Comments 11
MariaSoledadG
QuickBooks Team

Job Profitability Report

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.

  1. Click Reports on the upper menu.
  2. Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
  3. Click Customize Report.
  4. Go to the Filter tab, then select Paid Status
  5. 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:

  1. Click Reports on the upper menu.
  2. Select Custom Reports, then choose Transaction Detail report.
  3. Under the Display tab, make sure to check the Date option.
  4. Go to Filters, then select for the Date.
  5. 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.

angelawilson
Level 2

Job Profitability Report

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

jbrynda
Level 1

Job Profitability Report

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
Moderator

Job Profitability Report

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
Level 1

Job Profitability 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 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
QuickBooks Team

Job Profitability Report

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.

marjanbastani
Level 2

Job Profitability Report

I can not find " Jobs and mileage " menu option!! to run project profitabiltiy report

 

 

MariaSoledadG
QuickBooks Team

Job Profitability Report

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.

marjanbastani
Level 2

Job Profitability Report

somehow, QB staff manages to miss the question and always give completely off answers.  This is frustrating.

 

Please before answer any question, read the question and all the above links to understand the concern befoe giving out an answer!!!

Angelyn_T
QuickBooks Team

Job Profitability Report

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:

 

  1. Sign in to QBO.
  2. Click on Projects at the left pane.
  3. Select the project's name, then go to the Project Reports section.
  4. 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!

marjanbastani
Level 2

Job Profitability Report

I have online version, and I do see the profit report. The question is to get all the projects in one report. Which actually I was able to do that, but it looks awful.  Way too many things there that I can not filter out. So I had to download to excel and I will have to spend alot of time, to make that more readable.

the report is not designed for multiple projects, seems like unfortunately.

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