Customer/Jobs not showing up on Balance Sheet - Contractor

Thanks for reaching out to us, Cmalk.

I'm here to share some insights on how QuickBooks populate the data in your reports.

Please know that the Balance Sheet is a statement that shows the assets, liabilities, and owner's equity of your business entity. By default, all the transactions will be shown under the account they were posted to accurately provide a financial snapshot of your company.

If you need to group the job cost by job, you may need to export the report to an Excel file. This way, you'll be able to further customize and sort the data. Here's how:

1. Select Reports from the top menu bar.
2. Go to Company & Financial.
3. Choose Balance Sheet Detail.
4. Set the appropriate reporting date and basis.
5. Click the Excel button, then select Create New Worksheet.

In addition, here are some resources that you can browse to help speed the reporting process in QuickBooks:

• Customize reports
• Create, access, and modify memorized reports
• Set up and modify scheduled reports

If I can be of any additional assistance, don't hesitate to add a reply below. Have a great rest of the weekend.

Hi Cmalk,

Hope you’re doing great. I wanted to see how everything is going about your concern last week. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!