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M
Mayer
February 24, 2022
Question

Job Profitability report

  • February 24, 2022
  • 6 replies
  • 106 views

Hi,

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

6 replies

MaryLandT
MaryLandT
Level 10
February 24, 2022

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.

 

  1. Click Reports on the upper menu.
  2. Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
  3. Click Customize Report.
  4. Go to the Filter tab, then select Paid Status. 
  5. Click OK.
     

Once done, you can manually pull up the Transaction Detail report to check for dates when the invoice was fully paid. Here's how:

 

  1. Click Reports on the upper menu.
  2. Select Custom Reports, then choose Transaction Detail report.
  3. Under the Display tab, make sure to check the Date option.
  4. Go to Filters, then select the Date.
  5. Click OK.

 

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.

M
MayerAuthor
February 25, 2022

Hi,

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.)

LieraMarie_A
LieraMarie_A
Level 8
February 25, 2022

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.

 

Here's how:

  1. Go to the Customers menu and select Customer Center.
  2. Right-click on the job's name and select Edit Customer:Job.
  3. Choose Job info.
  4. Select a job status. You can choose In progress or Closed for ongoing and finished jobs, respectively.
  5. Click OK.

 

Once done, run the Job Profitability Summary report again. Then, customize the report to show ongoing jobs.

 

Here's how:

  1. Click Reports on the upper menu.
  2. Select Jobs, Time & Mileage, then choose the Job Profitability Summary report.
  3. Click Customize Report.
  4. Go to the Filter tab, enter and select Job Status from the list of filters.
  5. Choose In Progress from the Job Status dropdown list.
  6. Click OK.
  7. You can also save this report by clicking the Memorize button.

 

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.

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