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Experienced Member

Hi there, I'm using QBOL I have a customer with many jobs. I would like to create estimates / invoices / revenue report for different jobs to the same customer.

 
3 Comments
QuickBooks Team

Re: Hi there, I'm using QBOL I have a customer with many jobs. I would like to create estimates /...

It's a pleasure to see you in the Community, @carlos9.

 

I'm here to share some information about the customer job report in QuickBooks Online (QBO).

 

Just to clarify, would you like to see the estimates, invoice, and revenue in one report? If so, this option is currently unavailable in QBO. However, you can pull up two separate reports instead. The Transaction List by Customer for the estimates and invoices and the Income by Customer Summary for the revenue. Here's how:

 

For the Transaction List by Customer:

 

1. Go to the Reports menu at the left pane, then enter Transaction List by Customer in the search field.
2. Click the Customize option at the upper right.
3. On the General drop-down, pick a date on the Report period section.
4. Now, go to the Filter drop-down and select Estimate and Invoice on the Transaction Type section.
5. Choose the specific customer on the Customer/Job section, then Run report.

15.PNG

 

For the Income by Customer Summary:

 

1. Go back to the Reports menu, then type Income by Customer Summary on the search field.
2. Pick a date on the Report period section again on the General drop-down.
3. On the Filter drop-down, select the specific customer on the Customer/Job section, then Run report.

16.PNG

 

For additional information, check out this article that tackles customizing reports in QBO: How to customize reports.

 

That should do it. Please let me know how it goes or if you're referring to something else by leaving a comment. I'm always here to answer them. Have a good one.

Experienced Member

Re: Hi there, I'm using QBOL I have a customer with many jobs. I would like to create estimates /...

Hello Fritz and thanks for your response and excuse my English but pulling reports will be at a later point. For now what I intend to do is to setup one of my clients which has different jobs.

 

Let me put it more graphic:

I am in the construction business so lets say that I have Client 1 with 3 different houses that I have to work on

 

Client 1

      House A

      House B

      House C

 

Now what I would like to have is the Houses below the same client.

For each House job I have to create an Estimate, then and once Client 1 accepts the Estimates I should go ahead and create a partial Invoice (for the down payment to start the job).

After all jobs are done, then I should be able to pull a report for Client 1 and have the 3 Jobs listed beneath Client 1.

 

Ideally I would like to pull a report with the revenue for each House (list of payments received minus list of expenses totaling net revene) per each house AND total for the Client 1.

 

I can manage to open Client 1 in QB but I don't know how to open/setup the "Houses x" beneath that client.

 

I was using the entry level of QBOL but found that I can do what I need by upgrading to Plus, which I did, but failed to find instructions on how to make it work.

 

Since I am not an expert on QB, nor an accountant (working on an online curse now) I might need baby steps explanation to do what I'm looking for.

 

I thank you for your time.

 

Best,

 

Carlos

 

 

 

QuickBooks Team

Re: Hi there, I'm using QBOL I have a customer with many jobs. I would like to create estimates /...

The Projects feature in QuickBooks Online Plus is a good setup for your business, carlos9.

 

Projects lets you organize all the jobs in one place. To use this, you'll need to turn on the setting first. 

 

Here's how:

  1. Go to the Gear icon and select Account and Settings.
  2. From the left menu, select Advanced and click the Projects section.
  3. Then, check the Organize all job-related activity in one place box.
  4. Click Save and then Done.

To create a project:

  1. From the left menu, select Projects.
  2. Click New Project.
  3. Select the Customer.
  4. Click Save.

You can now create an estimate or other transactions within the project's profile. And in addition to the reports you need, you can pull up a Profit and Loss by Customer Report. 

 

You can check these helpful articles for reference:

If there's anything else you need, just leave a comment below. I'm always here to help.