I do the QuickBooks for a flooring company. We often use the job profitability summary to see if we made money on the job. (comparing expenses vs income) I'm having an issue with the report, that when I customize it for specific dates, the total i see is only for the dates I put in. Then when I double click on it and do Dates "ALL" there are way more expenses popping up. Is there a way to make this total pop up in the main report?
Our jobs all have expenses scattered within a few months. I cant run this report with all dates, being then I am seeing jobs that we are long done with. Any job that has an expense in February, I wanna See the total account cost and total account Revenue for that job. Including cost from January and before.
Can I do that?
The problem continues when I export this report to excel. Since If I put in the dates from 2/1/2022 till today, then my excel report will not be accurate, because i wanna see ALL expenses for this job, not only the February expenses.
Please let me know wat I can Do
Let me help you customize the Job Profitability report to see if you made money on the job, Mayer.
You'll have to use two reports so you'll be able to get the information you want. Run the Job Profitability Summary report to view those jobs that are completed depending on the status.
You can follow the steps below.
Once done, you can manually pull up the Transaction Detail report to check for dates when the invoice was fully paid. Here's how:
You can also modify the font and style of the report. Check out this link to learn more about this: Customize reports in QuickBooks Desktop.
Let me know if there are other reports you need in QuickBooks. I'll be right here to help manage your Job Profitability report.
Thank You, but I don't see this helping me. I want to see the profit and loss for all open Jobs as of February and all jobs completed within February. For that reason, I select the dates.
Let me explain my problem with pictures: Lets say this job called "17 Besen. It is showing on the report that there where $90 expenses, and no revenue.
This is not accurate. If I double click on the $90 it takes me to a job actual cost. When I do the dates ALL it shows me my total cost is $2,817.88.
All of these costs (-$90) happened before February) But I still wanted to see it in the main profit and Loss. Why Should I see that this Job Costed $90 when this is not accurate?
(The Same is with the revenue. It is showing 00 but in reality I received a payment before February for this job.)
Hi there, @Mayer. Let me share some information about running job reports in a specific period.
Based on your second screenshot, most transactions happened before the custom period. When running a Job Profitability report, it shows all the transactions within the specified date. Make sure to select ALL to see all of them.
You'll want to set a job status for each job. Doing this allows you to filter the report to display ongoing jobs only.
Once done, run the Job Profitability Summary report again. Then, customize the report to show ongoing jobs.
There are a lot more ways to get your desired report. You can check out this article to learn more: Customize reports in QuickBooks Desktop.
Come back and leave a comment below if you need more help with running reports. The Community is always here to help.
This is a solution, but there is tons of manual work involved. For a company doing floors and has a few hundred jobs its nearly impossible to constantly keep on updating the status (and If I start now, then its more work on all the old jobs). Is there a way QuickBooks could do it automatically? When an Invoice is fully paid, can it be considered a closed job automatically? When there is no invoice, only an estimate can it be considered open? and when there is an open and not paid/not fully paid invoice, can it be automatically as "In Progress"?
Thanks for following up with the Community, Mayer.
I can certainly understand how an ability for invoices/estimates to automatically update job statuses based on their status could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while using QuickBooks.
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
Please feel welcome to send a reply if there's any additional questions. Have a great day!
I have the same issue in QB2010. Act. Costs is always 0.
Even if I add an item from my items list into an invoice with a purchase costs etc., it will still always show 0 in the report and does this on every customer I've had since 2010.