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Experienced Member

Costs Not Assigned To Jobs

Please help to create a report that would show all the expenses not assigned to a job / customer. Andrew.  

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Moderator

Re: Costs Not Assigned To Jobs

Good day, @AndrewBystry.

 

It's nice to see you in the Community. Let me help generate a report that'll show all the expenses not assigned to a job. 

 

You can pull up a Profit and Loss by Job report and remove the filter for the name. Here, you can view all the expenses that are not attached to a customer:job in the No Name column.

 

Here's how:

 

  1. Go to Reports menu.
  2. Select Jobs, Time & Mileage and click Profit & Loss by Job.
  3. Click the Customize Report tab.
  4. On the Filters folder, make sure to remove the Name filter.
  5. Once done, click OK.

You can also check out this article for more information about customizing customer and job reports in QuickBooks: Customize customer, job, and sales reports.

 

If you need help in going through the steps, you can always contact our Desktop Care Support for further assistance.

 

Here's how you can reach them:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. On the Contact Us page, click a topic.
  4. Click on the Get Phone Number button to see the support number.

This will get you on the right track. Please know that I'm just a post away if you have other questions about your reports in QuickBooks. I'm always here to help. Smiley Happy