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Cost Accounting Tony
Level 2

Estimate vs. actual job reporting on hours as well as labour $

We create estimates for larger contract jobs, and use the estimates vs. actuals report constantly and it works great for $ amounts.  But for assessing "where we are" in a project, it would be helpful to have a report that shows estimated vs actual labour hours.  Right now the only way we've been able to do that is manually looking at the hours on the estimate and comparing that to the "time by job" report.  

Is there a report we haven't come across that will do this?

6 Comments 6
Jelayca V
QuickBooks Team

Estimate vs. actual job reporting on hours as well as labour $

I understand the importance of having a report that shows estimated vs actual labor hours in QuickBooks Desktop (QBDT), Cost Accounting Tony. Let me provide some information on this matter.

 

In QBDT, you can access the Job Estimates vs. Actuals Detail or Summary report. This report enables you to compare the estimated hours from the original estimate with the actual hours worked. To access this report, please follow these steps: 

 

  1. Hover to the Reports menu, then select Report Center
  2. Select Jobs, Time & Mileage and search for the Job Estimates vs. Actuals Details report. You can choose whether the Summary or the Detailed one
  3. Click Run, to run the report. 

 

Moreover, QBDT allows you to customize any report that you generate. You can personalize the data, add or delete columns, include or remove information on the header/footer, and even customize the font and style of the report.

 

Don't hesitate to reach out to us if you have further questions or require assistance with this report in QBDT. The Community is always available to help you out anytime. Best regards.

Cost Accounting Tony
Level 2

Estimate vs. actual job reporting on hours as well as labour $

Hi there!  Thanks for the reply.  As I mentioned in the original post, we already use that report - it shows dollar figures for labour, not hours.  We are looking for a report that compares hours on the estimate to actual hours worked so far on the job.  We have apprentice technicians that make significantly less than journeymen, so while the dollar amount is good to know, it doesn't tell us how far along the job actually is (which is based on the hours to date / estimated total hours)

Candice C
QuickBooks Team

Estimate vs. actual job reporting on hours as well as labour $

Good evening, @Cost Accounting Tony

 

I appreciate you coming back and giving additional information. 

 

With all the details that were given and nothing is showing the hours, I'll submit your feedback directly to our Product Developers. This will allow them to review your request and try to add them into the system in the near future. 

 

Feel free to reach back out if you have any other questions. Have a wonderful day! 

dale_DIADconsulting
Level 1

Estimate vs. actual job reporting on hours as well as labour $

Many of my clients have the same request (Add Hours to the "Estimate vs. Actuals Report"). Intuit used to have a team that would customize a report (beyond what is available within QB Enterprise) for clients. Does this still exist?  How can we contact this group?

dale_DIADconsulting
Level 1

Estimate vs. actual job reporting on hours as well as labour $

I have many clients that have the same request (adding Hours to the "Estimate vs. Actuals Detail Report"). Intuit/QuickBooks used to have a Tech Team that would develop reports beyond the normal customization allowed in QuickBooks Enterprise. In 2008 they helped me create a WIP report before it was included in the standard QB program. Does such a team still exist? How might we contact this group?

Rasa-LilaM
QuickBooks Team

Estimate vs. actual job reporting on hours as well as labour $

Thank you for joining this thread, dale.

 

Knowing the accuracy of initial time estimates and identifying any discrepancies between the planned and actual hours spent on a task is essential when running a business. Let's connect you to the appropriate channel that can help build the report you need.

 

In situations like this, I recommend reaching out to our Technical Support Team. They'll be able to assist you in extracting the data needed for the Estimate vs. Actuals Detail report. Simply follow these steps to contact them:

 

  1. In your company file, go to the Help menu at the top and choose QuickBooks Desktop Help.
  2. This will open the Have a question? window.
  3. From there, select Contact Us and give a brief description of your issue.
  4. Click the Continue button and log in to your Intuit account.
  5. If you don't have an account yet, select Create a new account and choose Continue.
  6. Press the Continue with my account menu and we'll email you a single-use code and input the number.
  7. If you have more than one account, pick the one you want to use and Continue and tap the Continue button.
  8. Select chat with us or Have us call you.

 

Browse through this link to learn more about the best time to get in touch with our support team: Contact QuickBooks Desktop.

 

QuickBooks Desktop (QBDT) offers a series of articles covering basic information about reports. This particular link explains how to personalize the data layout on statements and filter the information: Customize reports.

 

I've added some resources that you can utilize in the future. These tools will help you build your own report based on your specific needs, and create custom reports in ODBC compatible applications like Microsoft Access or Excel. Just open each link below to more about the process:

 

 

Should you have additional questions about customizing reports or concerns about adding some information to your Estimate vs. Actuals Detail report, leave a comment below. I'll be around to provide the help you need. Enjoy the rest of the day, dale.

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