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missymarykay55
Level 3

How to customize a P&L Report by one job

Hello my name is Cheryl and my boss expenses all his expenses by the job.  What I need to know is how do I pull up a report that shows what expenses went to one single job?  I can't seem to find a report that I can pull up just one job and get those expenses, they all come up and I have tried to customize a P&L report but I can't do that by one job either.  There has to be a way I can find out for my boss what expenses he had on one single job.  Can someone help me with that?  Thank you

Cheryl Miller

Solved
Best answer August 05, 2020

Best Answers
RCV
QuickBooks Team
QuickBooks Team

How to customize a P&L Report by one job

Let me provide some information about running your Profit and Loss report, missymarykay55.

 

In QuickBooks Desktop, we can run a specific job to reflect in the Profit and Loss report. From there, all the expenses posted to that job will show in the report. 

 

Just run the Profit and Loss by Job and customize the report to one Job only to show the total job expenses. You can also filter the report to the Transaction Type option to choose transactions you want to include in the report.

 

Let me show you how:

 

  1. Click Reports on the top menu.
  2. Choose Company & Financial.
  3. Select Profit & Loss by Job.
  4. Tap the Customize Report button and tick Filters.
  5. Enter Job Type in the Choose Filter field.
  6. Choose a specific job by clicking the Job Type drop-down button.
  7. Go back to the Choose Filter field and select Transaction Type.
  8. Tick the Transaction Type drop-down and select Multiple Transaction Types.
  9. Place a checkmark on the transactions you'll want to include.
  10. Press OK.

For more details about customizing your Profit and Loss report, check out this article: Customize company and financial reports

 

I've got a link here where you can find articles about managing your financial reports: https://quickbooks.intuit.com/learn-support/en-us/reports/financial-reports/08?product=QuickBooks%20....

 

This will take you in the right direction today, but please don't hesitate to get back to me if you have any follow-up concerns. I'll be here to ensure your success. 

View solution in original post

4 Comments
RCV
QuickBooks Team
QuickBooks Team

How to customize a P&L Report by one job

Let me provide some information about running your Profit and Loss report, missymarykay55.

 

In QuickBooks Desktop, we can run a specific job to reflect in the Profit and Loss report. From there, all the expenses posted to that job will show in the report. 

 

Just run the Profit and Loss by Job and customize the report to one Job only to show the total job expenses. You can also filter the report to the Transaction Type option to choose transactions you want to include in the report.

 

Let me show you how:

 

  1. Click Reports on the top menu.
  2. Choose Company & Financial.
  3. Select Profit & Loss by Job.
  4. Tap the Customize Report button and tick Filters.
  5. Enter Job Type in the Choose Filter field.
  6. Choose a specific job by clicking the Job Type drop-down button.
  7. Go back to the Choose Filter field and select Transaction Type.
  8. Tick the Transaction Type drop-down and select Multiple Transaction Types.
  9. Place a checkmark on the transactions you'll want to include.
  10. Press OK.

For more details about customizing your Profit and Loss report, check out this article: Customize company and financial reports

 

I've got a link here where you can find articles about managing your financial reports: https://quickbooks.intuit.com/learn-support/en-us/reports/financial-reports/08?product=QuickBooks%20....

 

This will take you in the right direction today, but please don't hesitate to get back to me if you have any follow-up concerns. I'll be here to ensure your success. 

View solution in original post

missymarykay55
Level 3

How to customize a P&L Report by one job

This was close but I had to go in by name to get what I wanted not job type because all of our jobs are by name but you got me to where I wanted to be.  Thank you

ccrnick
Level 1

How to customize a P&L Report by one job

Does this work with Quickbooks online?

 

Rasa-LilaM
QuickBooks Team

How to customize a P&L Report by one job

Thanks for visiting this thread, ccrnick.


In QBO, you can run the Profit and Loss Report by Customer to know your income, expenses, and net income by customer. Then, customize it to only show the jobs you wish to display on the report.


With just a few clicks you’ll be able to build the statement. Let me help you through the process.

 

  1. Tap the Reports menu on the left panel to enter Profit and Loss by Customer in the field box.
  2. Press the Report period drop-down and set the correct date range.
  3. Hit the Customize button in the upper right to view more customization options.
  4. Choose the Filter link and tick the box for Distribution Account and pick the category type.
  5. Mark the box for Customer and select the job from the list.job.png
  6. Press Run report to view the changes.

 

Click here to learn more on how you can personalize a report that will display the data you need. If you wish to keep the customization settings of the report, check out this article. It includes instructions on how to set a reminder or group a statement: Memorize reports in QuickBooks Online.


Don’t hesitate to click the Reply button if you have other concerns. I’m always ready to lend a helping hand. Enjoy the rest of the day.

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