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Join nowI am looking for a simple report that will list jobs for the year. I want the list to include:
Job name
job description
start date
actual cost
actual revenue
I can find/create reports with name, cost and revenue, or with name, description and start date...but cannot get one report with both job description and financials.
We use Premier Contractors edition, desktop.
I am sure I am overlooking something, since this seems too simple to be impossible. Thanks!
It's nice to see you again in the Community, @Finaco.
I can help share some insights about looking for a job summary report with all the listed things you need.
I agree that this seems a simple report, however, this type of job report with all the specific details is not available in QuickBooks Desktop. This might be possible if you're using the Advanced Reporting feature.
Since we don't have the option to filter this specific report, I'd suggest exporting both reports into Excel so you can view all the necessary data you need.
Let me route you to this article for the steps: Export report from QuickBooks Desktop to Microsoft Excel.
If you need to customize other reports in the future, you can check out this article: Customize reports in QuickBooks Desktop.
I'll be here to help if you have other questions about customizing reports in QuickBooks. Have a good one.
That is disappointing. This report is easily available in Peachtree (which was our accounting software for many years). Yet another reason we continue to regret the decision to switch...
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