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elcojo2
Level 1

P&L report

Hi,

Is it possible to get p&L report base on the job end date?

If this is not possible, can I do it using a custom field?

I would like to do another field like customer type which filters a P&L report.  so I don't have to lose Customer type.

 

Thanks in advance.

3 Comments 3
MarsStephanieL
QuickBooks Team

P&L report

Hi there, @elcojo2.

 

Yes you can get the job end date by using the Due date option in the Customize Report field. I'd be glad to show you how to do that.

 

  1. Go to the Reports menu and select Company and Financial.
  2. Choose Profit and Loss by Job, then click Customize Report.
  3. Select the Filters tab and enter in the search field "Due date."
  4. Choose the range of the date you want to include, then select OK.

I've added a screenshot to see how it looks like:

 

 

For more information about customizing your report in QuickBooks Desktop, you can check out this article: Customize reports in QuickBooks Desktop.

 

You can also visit this reference to know about the latest updates for QuickBooks Desktop 2020: What’s new in QuickBooks Desktop 2020.

 

Please don't hesitate to comment below if you need further assistance or questions. I'd be happy to answer them for you. Have a beautiful day.

elcojo2
Level 1

P&L report

Thanks for the reply.

 

this is the problem I have. Let's say I have a job started on nov 2019 so I enter all the expenses of this job before 12/31/2019,  but I get paid for this job on january 5th 2020. Payment get posted 2020.

 

If I want to see a P&L report for this job the only way I can see the real profit is either by selecting 2019-2020 date range or all. I want to be able to see all the job costing for a year without the need to be able to select 2 years which will bring me not a real picture.

Now, we use QQube to pull a report for the job costing and we use the field job end date for all the jobs we want them to be on each year. That is working ok, the problem I can not align that with a QB yearly profit and loss report. Is there a way to work around this ?

 

ZackE
Moderator

P&L report

Thanks for following up with the Community about this, elcojo2.
 

Currently, there's no known workaround to pull a Profit & Loss report for a job that started in one year, and finished in another. You'd simply do what you're already doing and select the appropriate dates for the project, then generate your report.

 

One thing you could try is entering the date range for when a job began, then run a separate report for when it was finished.
 

You'll be able to find many resources about using QuickBooks Desktop in our help article archives. I've included one about working with job costing reports which might come in handy moving forward: Tracking job costs
 

If you have any other questions, I'm just a post away. Enjoy the rest of your day!

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