Is there an way to get an report showing unbilled items

nnsuzuki · ‎February 27, 2019

How can I get and report showing AP items that has not been billed ?

Right now I have been going one by one and takes too long

BettyJaneB · ‎February 28, 2019

Thanks for explaining further what you're trying to accomplish, @nnsuzuki.

Allow me to join this conversation and provide you with steps on how to pull up a report that will show the status of your COGS.

You can pull up a Journal report and filter it to you COGS transactions.

Let me guide you how:

Click on Reports at the top menu bar.
Select on Accountant and Taxes.
Click on Journal.
Select on Customize report.
Click on Filters.
Under the choose filter section, select on Transaction Type.
Choose Invoice as the transaction type.
Click on OK.
Click on Filter then select Account.
Under Account, click on All ordinary income/COGS.

I've attached some screenshots below to guide you with the steps:

Also, for more insights about transaction journal, please check out this article: View the Transaction Journal report in QuickBooks Desktop.

That should do it.

Please let me know how it goes. I'll be around if you need further assistance with pulling up reports. Have a great day!

View solution in original post

Adrian_A · ‎February 27, 2019

Hello there, nnsuzuki.

Yes, there's a way to pull up the unbilled AP items report, please follow these steps:

Click the Reports menu.
Choose Jobs, Time & Mileage.
Then, select Unbilled Costs by Job.

Let me know if you need anything else. Take care!

nnsuzuki · ‎February 28, 2019

Thank you adrianrose

I ran that report but it was still missing all the items under cogs

some item we paid the vendor but what I need was to see which cog item

that was not billed

I went to P&L and pick and random item and did and search by the reference number which

is used for both AP and AR and only can find the invoice from the vendor, so I need to bill the customer for that charge. Is there an way to get all Cogs to see if they were billed or not. I am more interested in not billed as I feel we are missing billing our customers

BettyJaneB · ‎February 28, 2019

Thanks for explaining further what you're trying to accomplish, @nnsuzuki.

Allow me to join this conversation and provide you with steps on how to pull up a report that will show the status of your COGS.

You can pull up a Journal report and filter it to you COGS transactions.

Let me guide you how:

Click on Reports at the top menu bar.
Select on Accountant and Taxes.
Click on Journal.
Select on Customize report.
Click on Filters.
Under the choose filter section, select on Transaction Type.
Choose Invoice as the transaction type.
Click on OK.
Click on Filter then select Account.
Under Account, click on All ordinary income/COGS.

I've attached some screenshots below to guide you with the steps:

Also, for more insights about transaction journal, please check out this article: View the Transaction Journal report in QuickBooks Desktop.

That should do it.

Please let me know how it goes. I'll be around if you need further assistance with pulling up reports. Have a great day!

nnsuzuki · ‎March 01, 2019

Thank you so much this helps alot, I have been doing them manually.

I have one other question what app do you use for the pics you uploaded ?

BettyJaneB · ‎March 01, 2019

It's good to have you back, @nnsuzuki.

I'm glad that you found this response helpful and you're most welcome. I'd like to share some information about the tool that I've used upon uploading a photo into this thread.

The pictures were from the report of my QuickBooks Desktop. I took a screenshot on it using the Snipping Tool which is a built-in tool for windows that allows you to take screenshots of an open window. Afterwards, you can save it on your drive and it's ready to be uploaded.

There you have it!

Please know that you've got me here in the Community should you have any QuickBooks concern. Wishing you and your business continued success!

nnsuzuki · ‎March 01, 2019

Thank you so much you have been an great help

Topics

Training

Community

Resources

Is there an way to get an report showing unbilled items