Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
M
mmgd
August 13, 2020
Question

Job Estimates vs. Actual reports

  • August 13, 2020
  • 23 replies
  • 35 views

I would like to run a report that shows the Job Estimates vs. Actual that has separate columns for each estimate or change order.  The end result I would like to have is a report that shows our beginning estimate, any new estimates (meaning we adjusted our #'s along the way) and a total.

23 replies

N
Nick_M
Level 4
August 13, 2020

Hey there, mmgd. 

 

Thanks for joining the QuickBooks Community, QuickBooks Desktop allows you to customize any report that you generate. You can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report. You can find all the necessary info to properly customize your reports to include separate columns for each estimate in the following article. 

Should you need any further assistance or guidance, please, respond down below. Thank you for your time and have a nice evening. 

M
mmgdAuthor
August 14, 2020

Thank you for your response, however I can not find any information in this article that indicates how to show what I am needing.  I would like to run a Job Estimate vs Actual that has a separate columns for each estimate.  If I need to combine reports or create a custom I am willing to do so, however not sure how to do so

Thanks

S
ShiellaGraceA
Level 9
August 14, 2020

Say no more, @mmgd. I'm here to help you view your job estimate vs. actual report that has an estimate column.

 

You can double-click the total amount of the report to see the estimates. Then, export both reports to Excel to add the column. Here's how:

 

  1. Go to Reports, then Jobs, Time & Mileage.
  2. Select Jobs Estimate vs. Actuals Details. Then, choose a Customer:Job from the drop-down.
  3. Click the Excel drop-down from the top menu, then Create New Worksheet.
  4. Hit Export.
  5. Go back to the main Jobs Estimate vs. Actuals Details, and then Double-click the Total amount under Est. Cost.
  6. Click the Excel drop-down, then Create New Worksheet.
  7. Tick Export. See attached images below.

Once done, manually cut and paste the estimate columns to create a single worksheet. You can learn about exporting reports at this link: Export reports as Excel workbooks in QuickBooks Desktop.

 

We also have a guide on memorizing reports that I'm sure you'll find helpful. It has step-by-step instructions that'll walk you through memorizing your customized reports. This way, you don't have to go through the customization process again.

 

Let me know if you have other questions or concerns. I'll be around to assist you every step of the way. Thanks for coming by and I wish you have a good one.

 

 

 

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement