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After I run a job profitability detail report (QB Desktop Pro 2019), I sometimes click through on the report to view the Item Actual Cost Detail report. I would like to see the vendor associated with each of the cost items, but there does not seem to be an option to add the vendor after clicking on 'Customize Report'. Is there any way to do this?
Solved! Go to Solution.
Hi there, mangoMan.
At the moment, only the column names available on the Columns tab will display on the report. I'm sending feedback on your behalf, so our engineers can consider adding a column for the vendor's name.
In the meantime, you can open each transaction to see the vendor's name.
If you have additional questions, feel free to reach back out.
Hello there, mangoMan.
You can run the Item Actual Cost Detail report. Before doing so, let's make sure to enter the name of the vendor and other details when creating a bill.
See the sample screenshot below:
To know more about customizing the report, you can check out this article: https://quickbooks.intuit.com/learn-support/en-us/memorizing-reports/customize-reports-in-quickbooks....
If you have additional questions about running the reports, let me know. I'm here to help.
Thanks for the reply SarahannC, however the issue I'm having is getting the Vendor to show up on the Actual Cost Detail report. I have the vendor properly set up on the Bills, however adding a Vendor column to the report when I try to customize it is not an option. When I click on 'Customize Report', then go to the 'Display' tab, there is no option to add Vendor to the Columns that can be displayed.
Hi there, mangoMan.
At the moment, only the column names available on the Columns tab will display on the report. I'm sending feedback on your behalf, so our engineers can consider adding a column for the vendor's name.
In the meantime, you can open each transaction to see the vendor's name.
If you have additional questions, feel free to reach back out.
Thanks JessT for forwarding the request to engineering. We have some jobs with many transactions and having the vendor listed on the report for each transaction would be very useful for us. Clicking through on each transaction to see the vendor is very tedious.
How to modify (add a column Source Name) to Quick Zoom "Item Actual Cost Detail" report?
Need to modify the default canned Quick Zoom report (NOT CREATE A CUSTOM REPORT these do not pull up automatically when Quick Zoom is clicked)
Hi there, PWB!
We can only add the Source Name column after Quick Zoom or when you customize the Item Actual Cost Detail report. We're unable to make it automatically pop up when you do the Quick Zoom.
If you're checking multiple items, you can Quick Zoom the total Act. Cost of a Job Profitability Detail report of a job. Then, add the Source Name column. This will save you time, especially if you're checking a lot of items.
Let me know if there are other details you need to see on the report. I'll be happy to assist you again.
Have a good day!
Clarification please:
You said:
We can only add the Source Name column (after Quick Zoom) or when you customize the Item Actual Cost Detail report.
Please advise how I can customize the Item Actual Cost Detail report.
I want to customize the default canned Quick Zoom Item Actual Cost Detail report, so the one that is run when Quick Zoom is clicked includes the "source name" column.
I do NOT want to have to customize the Item Actual Cost Detail report AFTER Quick Zoom is clicked. I know how to do that and I know how to create custom reports which do this... currently I have to do this customization EVERY TIME I click Quick Zoom and I do this many many times per day...
Thank you for your guidance!
Hi, @PWB.
I appreciate you telling us what you need in detail. I wanted to help you achieve your goal, however, the only way to customize the source name is to click the Customize Report tab every time.
Letting us know what works best for you will show our developers what they need to consider in future product updates. I'll be sure to pass this request to them.
In the meantime, you can only save the Item Actual Cost Detail report by using the Memorize option.
As always, you can visit our Firm of the Future site to get the latest news and updates about QuickBooks and what our Product Team is working on.
Please post again if you have other questions. I'm always here and ready to help. Take care and have a great weekend.
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