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mikeshick
Level 3

how can I run a report for income by job, not by customer?

how can I run a report for income by job, not by customer?

5 Comments 5
IamjuViel
QuickBooks Team

how can I run a report for income by job, not by customer?

Glad to have you here, @mikeshick.

 

Welcome to the Community! I'd be pleased to help walk you through generating reports by job in QuickBooks Desktop.

 

QuickBooks has an array of reports that will suit your business needs. You have the ability to filter and customize these reports to show only the data you need. Since you want to generate reports that will reflect your income by job, you can either of the following: 

  • Job Profitability Summary: This shows the total amount you or your company made or lost on each job.
  • Job Profitability Detail Report:  This will display the activities for each particular job that generated the most or the least profits.
  • Job Cost Detail: This report lists each individual transaction for each job you have set up in QuickBooks. It is useful if you need a report that breaks out all material vendor purchases, all subcontractor bills, and all labor costs (including labor burden) for each job.

You can filter this report to include only one job.

 

Here's how:

  1. Go to Reports.
  2. Choose Reports Center.
  3. Select Jobs, Time and Mileage.
  4. Click either Job Profitability Summary or Job Profitability Detail Report.
  5. Go to Customize Report button.
  6. Click the Filters tab.
  7. Select Job Type in the Filter scroll box.
  8. Click OK.

That should do it! For additional insights, you may check out this article: Customize customer, job, and sales reports

 

If you need further help with the steps above, I'd suggest contacting our Customer Care Team. A specialist would be able to further assist you via secured remote access session.

 

Here’s how to contact us:

  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.

You can always visit the Community page. I’m always here to help you generate reports and tracking jobs in QuickBooks Desktop.

qbteachmt
Level 15

how can I run a report for income by job, not by customer?

@IamjuViel

 

Please Learn from this input.

 

@mikeshick

 

Job and Customer are synonyms for purposes of Reporting. As Related, the word Job is used to designation Subcustomer, but it still is Customer. For instance, a file that has only Customers and never uses any sublevels, still sees and uses Job Reporting.

 

Job Profitabilty, for instance, is the Customer Profitability report. There is available a Filter "On," for Name = Multiple, if you need to be selective.

 

Another Example:


Sales by Customer Summary and AR Aging Summary both allow you to Collapse and Expand the name; click on the little arrow, to Hide and Reveal their Jobs as individual Rows indented under Customer.

 

Please see my attachment.

mikeshick
Level 3

how can I run a report for income by job, not by customer?

I can use he income by customer summary....however, I wish the the sub-jobs could be listed without being grouped with the customer.  I want to compare/sort incomes for different jobs by their totoal...not the customer total.

qbteachmt
Level 15

how can I run a report for income by job, not by customer?

This is Not Possible: "I can use he income by customer summary....however, I wish the the sub-jobs could be listed without being grouped with the customer."

 

Because the Hierarchy makes them related to the Upper Name.

 

"I want to compare/sort incomes for different jobs by their totoal...not the customer total."

 

You need to use the Customize button, top left. Filters tab. Filter on Name = Multiple (scroll Up to see Multiple). Now checkmark Only the names that matter. That's why it is called Filter = limit my view to only what I selected.

FritzF
Moderator

how can I run a report for income by job, not by customer?

Hi, @mikeshick.

 

Thanks for getting back to us. Allow me to jump in for a moment and share some additional information about running a report for income by Job in QuickBooks Desktop (QBDT).

 

@qbteachmt is right! Customers and Jobs are related to each other. Also, the steps provided will definitely help you show the total income by Job.

 

I'll be sure to pass along your request to see more customization within these reports directly to our Product Developers Team for consideration in future updates. I also invite you to submit feedback as well. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

Here's how:

 

1. At the top menu bar, go to Help and pick Send Feedback Online.
2. Enter your request/product suggestion, then click Next.
3. Choose Skip and send a message, then select Feedback as the Category.

 

That should answer your concern for today. Don't hesitate to post again or leave a comment on this thread if you have any follow-up questions. Take care and enjoy the rest of the week.

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