Completed contract

I know I could probably create a job status for each year and month and use that as a workaround to be able to use the reports that utilize job status. But I am hoping for something more robust as I am sure this is something other clients have tried to do too.

Consider having a construction management app to integrate with your QBD.

Hi there, @inishowen.

I can help you run this kind of report in QuickBooks Desktop.

You'll have to use two statements so you'll be able to get and compare the information you want for August and September. I'd suggest running the Job Profitability Summary report to view those completed jobs 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: Closed; Date: August/September.
5. Click OK.
   
   

Additionally, you can pull up the Transactions Detail report to support the dates for fully paid invoices that indicate the jobs. 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.

Just in case you have other concerns with reports and accounting, you can check this page for help articles.

You can always place a comment if you have other concerns. That way, I can help anytime. Stay safe and well, inishowen!

Could you tell me how you have the revenue set up for your client's completed contract to show in the correct year? I don't think in the past our QB was set up correctly for the completed contract method. We are a manufacturer and looking at the past it appears that the uncompleted job's revenue is showing when the invoice hits QB's. some of our jobs close in the following year leaving those jobs where our expenses, as well as billed amounts, are moved, but it isn't reducing our revenue for the year. We use. QB desktop Contractor's Edition, 2019 I believe.