cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
DianaELA
Level 1

Job Profitability Report Missing Bills

When I look at our job profitability report I'm looking to find if an item has been purchased. 

When I click on a specific item there is always the corresponding invoice listed but not always the bill. Bills are not showing up even when I know the item has been purchased by corresponding inventory number. When I track down the matching bill I see that it has been applied to the SAME job as listed on the invoice and the inventory numbers are the same. What am I missing? I'm on QB Premier Edition 2020. Thank you!

2 Comments 2
Adrian_A
Moderator

Job Profitability Report Missing Bills

Hi DianaELA,

 

When the item is billable to a customer or job, let's make sure to create the appropriate invoices, so the revenue is included in the Job Profitability reports.

 

Here's how:

 

  1. Go to Customers > Create Invoices.
  2. Select the customer or job from the drop-down list.
  3. When you get the Billable Time/Costs prompt, choose Select the outstanding billable time and costs to add this invoice? option.
  4. Go to the Items tab and put a check mark on the item.
  5. Click OK.
  6. Review the invoice information and hit the Save and Close button.

 

Once done, go back and run the Job Profitability Detail report and check if the item shows up.

 

I'm also adding this article for reference: Tracking job costs in QuickBooks Desktop.

 

Please let me know how it goes and I'll get back to you the soonest. Thanks.

DianaELA
Level 1

Job Profitability Report Missing Bills

Thank you very much for your prompt response!
Please bear with me as I'm new to the nuances of QB.

In regards to your numbered steps, #3 does not happen.

There is no Billable Time/Costs prompt  when I select the customer or job from the drop down list. 

Thank you-Diana

 

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us