Job Costs by Vendor and Job Summary Report

Txroofer · ‎October 28, 2020

I am trying to figure out how to get this report and the same report that shows job detail to filter by vendor. I have 4 big vendors that I need this information on, not every vendor we have paid in the specific timeframe I am looking at.

I have gone so far as to add a "supplier type" to each of those 4 vendors (a field I haven't used in the past with any vendors) calling them "suppliers" and then filtered on that, and I still couldn't get those 4 vendors isolated on the report. As a matter of fact the report blanked out completely :(

I am sure there is a simple solution that I am overlooking because I have been fighting with this report for awhile now.

Thanks for your help!

MaryLandT · ‎October 28, 2020

I'm here to help get the data you need for those 4 big vendors, Txroofer.

Both the Job Cost by Vendor & Job Summary and Detail reports show a blank statement if you filter them by supplier (vendor) type.

The workaround is to export the report to Excel. Then, manually remove other vendors from there. Let me show you how:

Open the Job Cost by Vendor & Job Summary report.
Select the Excel on the toolbar.
Choose Create New Worksheet or Update Existing Worksheet.
When you’re ready to export, click OK.
To open the report in Excel, you can also select Export.

You can also refer to this page for more details: Export reports as Excel workbooks in QuickBooks Desktop.

Feel free to comment below if you have follow-up questions about customizing reports. I'm always right here to help you.

Txroofer · ‎October 28, 2020

Yes, manual manipulation of the data using Excel is certainly an option, but it is also takes a lot of time and effort. I was really hoping that I could get this report to do what I need it to do without resorting to a manual Excel process.

Topics

Training

Community

Resources

Job Costs by Vendor and Job Summary Report

Job Costs by Vendor and Job Summary Report

Job Costs by Vendor and Job Summary Report

Need to get in touch?