Does anyone know how to run a report of unbilled time by customer type?

Yes, Julie. You can run the Unbilled Costs by Job report and customize it by Customer Type for the desired information. I'd be glad to show you how.

1. Go to Reports, select Jobs, Time & Mileage, then Unbilled Costs by Job.
   
2. Click the Customize Report tab.
3. Tick Filters.
4. Then, pick the Customer Type filter.
5. Hit OK.
   

I'm sharing this article for additional reference on how to personalize your report: Customize reports in QuickBooks Desktop.

In addition,  you have the convenient option to memorize your customized reports. This feature allows you to save the specific settings of a report, so you don't have to repeat the customization steps each time you need it. 

 If you have any more questions or need further assistance with generating reports or anything else, please don't hesitate to reach out, Julie. We're here to help make your accounting as smooth and efficient as possible.

That gives me the costs (billable purchases) but not time entered by employees.  How do I get a report with time recorded to a customer?  I use the time tracking feature inside QB.

Thanks for your prompt and detailed response, Julie. I recognize how you wanted to get this report.

You can pull up the Timesheet reporting in QuickBooks Desktop to get a closer view of this report. To do so, run the Time by Job Detail to get the specific detail you want. This report outlines the time employees enter with a customer.

Here's how to run this report:

1. Go to the Reports menu and select Jobs, Time & Mileage.
2. Choose Time by Job Detail.
3. Adjust the Dates.
4. Run the report.

These steps will help you view unbilled time by the customer. Here's a sample snippet:

Moreover, you can memorize this report to access this format moving forward.

I'll look forward to your future replies. Comment below if you have additional questions or concerns about running and customizing detailed timesheet reporting. We can always assist you here.

This report doesn't allow me to filter by customer type.

This report doesn't allow me to filter or display by customer type.

Allow me to chime into this conversation, Julie. I've got the information as to why customizing the Time by Job Detail report to show Customer type is not an option.

Please know that time-related entries don't sync information such as Customer type. That's why tailoring time-related reports like the Time by Job Detail to produce this information is unavailable. We can only organize it to generate a specific customer or job.

Here's how:

1. Open the Time by Job Detail report and click the Customize Report button.
2. Go to the Filters tab, then choose Customer:Job from the Filter list.
3. Select the job/customer you want to display from the All customers/jobs dropdown. You can also show Multiple customers/jobs.
4. Once done, hit OK.
   

Alternatively, you can export the report to Excel and sort its data by Customer type. To do so, click the Excel dropdown, choose Create New Worksheet, and follow the on-screen exportation process.

You may also save your reporting modifications for future use. Doing so helps you review your transactions smoothly according to your preference.

If there's anything else that I can help you with the Time by Job Detail report, kindly tag me on this thread. I'm always willing to assist.

If the customer type is on the customer profile, seems reasonable that we should be able to sort by that.  I was hoping there was a simpler way.  Thanks

Your constant participation in this discussion is valued, julie. I want to ensure that your idea about sorting time reports by customer type gets the attention it deserves. 

The option to customize the Time by Job Detail report or any other time-related report to display the customer type isn't available. However, we value your feedback and suggestions for improving our product. In this case, I recommend submitting your feature suggestion to our Product Development Team. Your recommendations and suggestions are valuable to us as they help us identify areas we can improve. Our Development Team will review your suggestion for further consideration. 

I'll show you how you can send one:

1. Locate the Help option.
2. Choose the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window displays. Enter your feedback suggestion.
4. Click the Send Feedback button.

In the meantime, I'd recommend exporting this report as an Excel workbook. This way, you can customize it to display the customer type.

You can also refer to the following articles to learn more about saving your reporting customizations and configuring your preferences for financial reporting:

• Create, access and modify memorized reports
• Set report preferences

I'm here to help with any questions about sorting your financial information. Feel free to ask in the comments if you need assistance managing or customizing your reports. I'll get back to you as soon as I can.