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Level 1

Customer:Job Reporting

Hello, 

 

I'm interested in running a report that outlines all transactions by the field "customer:job". I'm seeking to audit all my transactions that do not have anything entered into the customer:job field.

 

I've attached a screenshot of an example transaction that should be listed on this report, along with any other transactions that don't have anything entered under customer:job. 

 

Thanks so much. 

Solved
Best answer 04-23-2019

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Highlighted
Moderator

Customer:Job Reporting

Hi, ASILBER.

I can share with you some information about the Customer: Job report in QuickBooks Desktop for Mac.

 

I appreciate the screenshot you've provided. Right now, there isn't a report that can outlines all the transactions by the Customer: Job field in QuickBooks Desktop for Mac. However, you can pull up and customize the Purchase by Vendor Detail report.

 

This report will outline the information if you have a Customer: Job entered in the transaction but if you there's no Customer: Job entered it will default to the vendor's name.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Customize-item-reports/m-p/201494.

 

For additional help, feel free to reach out to our Customer Care Team. You can get our most updated contact number here:

 

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

Don't hesitate to drop me a reply below if you have any other concerns about Customer: Job reports in QuickBooks. Have a nice day.

View solution in original post

9 Comments
Highlighted
Moderator

Customer:Job Reporting

Hi, ASILBER.

I can share with you some information about the Customer: Job report in QuickBooks Desktop for Mac.

 

I appreciate the screenshot you've provided. Right now, there isn't a report that can outlines all the transactions by the Customer: Job field in QuickBooks Desktop for Mac. However, you can pull up and customize the Purchase by Vendor Detail report.

 

This report will outline the information if you have a Customer: Job entered in the transaction but if you there's no Customer: Job entered it will default to the vendor's name.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Customize-item-reports/m-p/201494.

 

For additional help, feel free to reach out to our Customer Care Team. You can get our most updated contact number here:

 

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

Don't hesitate to drop me a reply below if you have any other concerns about Customer: Job reports in QuickBooks. Have a nice day.

View solution in original post

Highlighted
Level 1

Customer:Job Reporting

Thank you. 

 

This was my suspicion but I'm glad you confirmed it for my sanity.  Any chance that Intuit could add this report in future? 

 

Thank you,

Abe. 

Highlighted
QuickBooks Team

Customer:Job Reporting

Glad to have you back here in the Community, @ASILBER.

 

Allow me to step into this conversation and provide you with some more information about adding the Customer: Job report in QuickBooks Desktop for Mac.

 

Our development team is constantly working to improve the product and appreciates the help of users in bringing things like this to their attention. I've already taken note of your request and will inform you whenever we have it available for our users.

 

Also, here's a good article that you can check out about the available report in QuickBooks Desktop for your future reference: Understand reports.

 

Additionally, I'd encourage to visit the What's New section on your QuickBooks, to be updated with our latest news and updates including product improvements.

 

To do that:

  1. Click on Help at the top menu bar.
  2. Select on New Features.
  3. Choose What's New.

whats new.PNG

This should get you going today.

 

Feel free to reach back out to me if you have any other concerns with QuickBooks. I want to ensure your taken care of. Wishing you and your business continued success. 

Highlighted
Level 3

Customer:Job Reporting

I know it's been a short time since this reply was posted but I'm checking in to see if this is in progress.

 

I really need a report that lists all Customer:Jobs that have been inactivated.  I have a couple thousand jobs to go through to audit and this report would reduce this process from days to a couple hours.

 

Does QB offer custom reporting similar to Fast Reports?  It would be impossible for Inuit to create every report that every customer needs and there are only so many customization options at the user level.  Nevertheless, these 1 off reports are majorly helpful.

Highlighted
Moderator

Customer:Job Reporting

Thanks for checking this with us, GalinMcMahon.

 

You'll want to run the Customer & Job List report in QuickBooks Desktop. While this report shows all of your customers including those who are tagged as active and inactive, you have the option to Export Customer List to filter the report.

 

Here's how:

  1. Go to the Customers menu. Then, Customer Center.
  2. From the Customer & Jobs tab, click the drop-down arrow and select All Customers.
  3. From the Excel drop-down, choose Export Customer List.
  4. Click Export.

 

Once done exporting, you can start filtering the report to show only those inactive Customer:Jobs. To do this, please follow the steps below:

 

  1. From the Home tab of your Excel sheet, click the funnel icon for Sort & Filter, then choose Filter.
  2. Click the Active Status column drop-down.
  3. Remove the check mark for the boxes except the Not-active.
  4. Select OK to save the changes.

 

This is how the report looks like after customizing the filters.

 

 

For custom reporting, QuickBooks Desktop Enterprise has this Advanced Reporting feature where you can customize your desired reports in just a few clicks. To learn more about this, feel free to check out this useful link: Install and use QuickBooks Advanced Reporting.

 

I'll be right here if you have additional questions or other concerns. I'd be more than happy to help you some more. 

Highlighted
Level 1

Customer:Job Reporting

However, you can pull up and customize the Purchase by Vendor Detail report.

 

This report will outline the information if you have a Customer: Job entered in the transaction but if you there's no Customer: Job entered it will default to the vendor's name.

 

Above was what I thought was a work around that you provided.  I am still not getting it to work.  Maybe I am not doing the right customization.  Any help would be appreciated.  I am needing to see any items or expense that have been entered buy not assigned to a customer/job

Highlighted
Moderator

Customer:Job Reporting

You're on the right track, @bbbsg!

 

You can pull up your Purchase by Vendor Detail report and customize it by the Unbilled status to see your expenses which are not yet assigned to customers.

  1. Go to Reports.
  2. On the Purchases section, select Purchase by Vendor Detail.
  3. Click Customize Report.
  4. Under Filter, select Billing Status.
  5. Select Unbilled.
  6. Click OK.

In addition, here's an article you can read to learn more about how you can customize your report: Customize reports in QuickBooks Desktop.

 

Lastly, I've got you this helpful article to learn more about how you can save a customized report: Create, access, and modify memorized reports.

 

Keep me posted in the comments if you have any other questions. I'll be happy to help.

Highlighted
Level 1

Customer:Job Reporting

I do not have a customize report option to click. Step 3

I am using Mac 209 version

 

I do have an "option" icon and a "filter" icon.

I can go into the option icon and click on Billing Status.  But it does not give me an option to filter by  "unbilled".  The "billing Status" column shows up in my report but it is blank.  The Filter icon does not have "billing Status".  

 

Highlighted
Moderator

Customer:Job Reporting

Hello @bbbsg,

 

Since the Billing Status column doesn't indicate if a transaction is billed or not, you'll want to manually open each transaction so you can identify if they've been linked to a customer or not.

 

Lastly, here's a few articles you can read for ideas about managing your accounts and reports: Help Articles for QuickBooks Desktop for Mac.

 

If there's anything else that I can help you with, let me know in the comments down below. I'll be always around to lend a helping hand.

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