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nnsuzuki
Level 1

Is there an way to get an report showing unbilled items

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

 

Solved
Best answer February 28, 2019

Best Answers
BettyJaneB
QuickBooks Team

Is there an way to get an report showing unbilled items

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:

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

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

j1.PNGj2.PNGj3.PNG

 

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

6 Comments 6
Adrian_A
Moderator

Is there an way to get an report showing unbilled items

Hello there, nnsuzuki.

 

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

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

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

nnsuzuki
Level 1

Is there an way to get an report showing unbilled items

Thank you adrianrose

 

 

BettyJaneB
QuickBooks Team

Is there an way to get an report showing unbilled items

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:

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

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

j1.PNGj2.PNGj3.PNG

 

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
Level 1

Is there an way to get an report showing unbilled items

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
QuickBooks Team

Is there an way to get an report showing unbilled items

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
Level 1

Is there an way to get an report showing unbilled items

Thank you so much you have been an great help

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