Customer income report with hours from quicktime

You definitely can, @BrockB88. I've got here a great method for you to pull up a customer income report with hours from Quicktime in QuickBooks Desktop (QBDT).

To clarify, are you referring to QuickBooks Time? If not, you’ll want to contact the app to learn how you can sync them. You can also ask for suggestion about what other report you can generate.

If you’ve synced the app to QBDT, you can run the Income by Customer Detail report. From there, let’s filter it to show the hours and other data you need. To do so, follow the steps below: 

1. Go to the Reports menu at the top.
2. On the Search bar, enter Income by Customer Detail report.
3. Select Customize Report.
4. On the Display window, type Qty on the columns.
5. Click OK.

For additional reference, check out this article about adding total hours worked by employee report in QuickBooks Desktop.

You can check this resource page for future reference in case you want to learn more about the recording of timesheets by an employee in QuickBooks Desktop: Create and print timesheets.

Keep me posted on what report you're currently pulling up so I can help you filter it. If you need further assistance with modifying the report mentioned above, please mention me anytime. I'll be more than glad to share additional insights with you. Have a nice day!

Thank you @JamaicaA but that didn't give me the hours for the customer.  It just gave me a number 1 in the "Qty" column for every customer invoice line and nothing else.  We do not create invoices based on the hours.  The only reports i can see the imported hours on is under the "Jobs, Time and Mileage" reports, in the "time" section.  I would like them to show up in the income by customer detail for job tracking purposes.

I appreciate your prompt response and for following the steps mentioned by my colleague above, @BrockB88. Allow me to chime in and provide additional information on running Income by customer detail report in QuickBooks Desktop (QBDT).

Since we're using the Income by customer detail report, we'll first need to create sales transactions like invoices to enable the hours to be present on the said report and track its billable time.

Yes, you're right. Since timesheets are non-posting entries, let's export both Jobs, Time & Mileage, and Income by customer detail reports as a workaround. Then, you can manually add the number of hours in the Income by customer detail report. Doing so will allow you to track the customers' job hours on record. 

To export the report in an Excel file, follow the steps below:

1. Go to the Reports menu and select Reports Center.
2. Find and open the said report, then select Excel on the toolbar. 
3. To create a new Excel workbook, select Create New Worksheet. Select Update Existing Worksheet if you want to update an existing workbook with the data in the open report. Select Browse and then find the workbook on your computer. 
4. Once done, select OK. To open the report in Excel, click Export.

Moreover, you can check out these helpful resources to ensure an accurate record of your job costs: Track job costs in QuickBooks Desktop. This way, it allows you to track and compare the expenses for a job and those expenses to your revenue.

If you need further assistance modifying the reports, you're always welcome to get back to this thread. I'm here to help. Keep safe!

Thank you. I was hoping to be able to generate a report with all the information on it and not have to manually manipulate spreadsheets each time.  Does the contractor edition offer anything that would help with this?  Is there something simple that can be done with entries to let the hours show up?  A separate question is how do i enter job costs for materials that are bought in bulk but not for a specific job?  For example if we buy 60 yards of mulch, then use 5 yards for John Smiths job, i want to enter the cost for the 5 yards in quickbooks so it shows up on the income by customer detail. 

I can share some information about reports and billable expenses, @BrockB88.

The option to generate customer and income information with hours in one report would be a great addition to the current features that we have. I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.

Here's how:

1. Select Send Feedback Online from the Help menu.
2. Click the Product Suggestion from the drop-down menu.
3. Fill out the on-screen instructions in the QuickBooks Feedback window.
4. After that, click Send Feedback.

Refer to this article on how to customize the info showing in your reports and add or delete columns based on what you need: Customize reports in QuickBooks Desktop. 

About your second question, you'll just have to set the cost of 5 yards as billable when creating the bill. Once done, you can now add this to your job when creating an invoice. 

Here's how to create the bill:

1. Go to the Vendors menu and click on Enter Bills.
2. Select the type of bill (Expenses or Items) you want to record.
3. You can add 55 yards on the first line. Then, on the second line, enter 5 yards, set the Customer: Job, and click the Billable? column.
4. Add all the necessary information. 
5. Click on Save & Close once you're done. 

For more information about when to use an expense or items, check out this article: Enter bills in QuickBooks Desktop. 

Here's how to create an invoice:

1. Click the Customers tab at the top menu bar and select Create Invoices.
2. Choose the customer you want to bill from the Customer: Job drop-down.
3. In the Billable Time/Costs popup message, select the first option, and click OK.
4. Go to the Items tab, then put a checkmark on the line items you want to bill to the customer.
5. Select OK.

See this article for more information about tracking customer transactions: Create an invoice in QuickBooks Desktop. Then, follow the outlined steps in this article when recording customer payments: Record the invoice payment. 

Let me know if you have further questions about reports and recording transactions in QuickBooks. I'm always here ready to help! Have a wonderful day!

Thank you. I submitted the feedback.  For my second question; i do not want to bill the items on an invoice.  I just want a way to enter several items specific to a customer job and a price so they show up on the customer income detail.  I do not want them to be part of a credit or bank account.  They will have been entered as a bill and paid in bulk.  I also do not want to go to the extra work of creating and tracking inventory.  Would a journal entry be a way to do this?

Hi there, @BrockB88. I can see the importance of tracking all the happenings in your business.

When you create a Journal entry in QuickBooks, it only affects accounts, not items. To know some reasons when to make a journal entry, see the information below:

• Enter debits and credits manually, like in traditional accounting systems.
• Transfer money between income and expense accounts.
• Transfer money from an asset, liability, or equity account to an income or expense account.

In your case, I suggest consulting your accountant or tax professional for guidance. They can provide more expert advice in dealing with this concern. You can use our Find an Accountant tool if you don't have one.

If you need tips and related articles when managing your account in the future, feel free to visit our Community website for more insights.

If you have any more questions or concerns, please don't hesitate to comment below. Have a good rest of your day!