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Join nowHello. We are in construction and use the job costing features every day. When on a particular project in the Customer center there is an option "job profitability". This pulls up an overview of the actual cost, actual revenue and the $ difference between the two (profit).
When you click on the "actual cost" it pulls a report called "item actual cost detail" displaying all the individual transactions that make up that total cost $ amount. I want to change the default columns that are displayed on this.
Literally EVERY time we use this, we have to click on "customize report", scroll down to "source name" to add this info to the detailed list. This allows us to see to whom (what vendor name) those individual transactions were paid to. I can't understand why this wouldn't be included in the default but it's not.
In my experience, there is no custom report to fix this, since we're clicking directly through to this report from an individual customer's jobs in the customer center, not report center.
Anybody know how to change the default settings on this?
Thanks!!
Thanks for becoming part of the Community, 1427-877.
Whenever you change your settings for a report, you can memorize it with its customized settings.
Here's how:
Now when you want to run your memorized report, you can do so by going to Reports, Memorized Reports, Memorized Report List, then finding and double-clicking on it.
I've also included a detailed resource about creating and accessing memorized reports which may come in handy moving forward: Create, access & modify memorized reports
If there's any additional questions, I'm just a post away. Have an awesome day!
Thank you Zack. However, that only works if you using the Report Center and clicking on memorized reports.
I'm referring to being in the Customer Center, clicking on an individual job for a Customer, and selecting "job profitability" for that specific project/job.
Thanks Zack. However, that only works if you're accessing "Job Profitability" reports in the Report Center.
I'm referring to being in the Customer Center, clicking on a specific customer job and clicking the "Job Profitability" for an individual project.
Allow me to join the thread and clarify things out, 1427-877.
I can see how you wanted to generate a report that shows Job Profitability in the customer center. Currently, this isn't available in QuickBooks Desktop.
In the meantime, I recommend sending this request straight to our product engineers through our feedback page. Sharing features and options you'd like implemented will be considered for new product updates.
To send feedback, follow the below steps:
Feel free to check out this resource for more details about running reports for Jobs, Time, and Mileage: Available reports in QuickBooks Desktop.
On top of that, here's an article that might come in handy in tracking your customer/job sales and expenses in QuickBooks Desktop: Customize customer, job, and sales reports.
Keep me posted if you have other questions about running reports in QuickBooks Desktop. I’m always here to help.
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