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Buy nowI 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! Go to Solution.
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 | Start Date | Projected End | End Date | Job Type | Job Description |
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 | Start Date | Projected End | End Date | Job Type | Job Description |
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.
I was searching- appreciate you sharing!!
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.
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.
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:
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!
Thank you so much!
Stephanie
Is there an equivalent report like this in QBO?
Thanks for joining us here in the Community, ZumiF.
I'm happy to provide some info about customizing reports in QuickBooks Online.
For the specific report details mentioned above, you may want to search for Customer Balance Details or a project/job report. Once you've found the report you'd like to view, you can tailor the data generated by clicking Customize.
The following linked article provides additional info about customizing reports in QuickBooks Online.
Please feel free to reach back out in the comments below if you have any other questions. I'll be here to lend a hand.
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