Labor Reports by Job-Contractor Edition-QB Desktop

Hello Laura1313,

You have me to help you run this data. 

For your first question, we can pull up the Job Estimates vs. Actuals Details report. Just a heads up, we'll have to manually run the information for each contractor. Then, we can export it to an Excel file and combine all your contractor's data. Let me guide you with these steps:

1. From the Reports menu, select Jobs, Time, and Mileage.
2. Select Job Estimates vs. Actuals Details.
3. Select a Customer:Job.
4. Click OK.

Then, click the Excel button at the top menu. Select Create New Worksheet.

As for your second concern, as I've shared above, we can only pull up the data one by one, that said, we'll have to export to an Excel file yours and your sub-contractor's total labor.

You can follow the steps above to generate the data.

 You can learn about exporting reports at this link: Export reports as Excel workbooks in QuickBooks Desktop.

Let me know if you have other questions or concerns. I'll be around to assist you every step of the way.

Thanks Adrian but I have tried getting the info I need report you described already. Is there not a way to run a labor only report v/s estimate? Instead of the entire estimate? When I export to my excel file then I have to pick through each category and figure out which is my labor and which is my subcontractor labor. I have both (Subcontractor labor and my company labor) showing up as "service items". Is there a way to set up subcontractors different than my own company labor -currently I have both as "Service Items" so when I run this report, it combines the subcontractor and my company labor together and it's crazy on a large job to pick through the excel report and figure out which is subcontractor labor and which is my labor.

Thanks for your help,

Hello, Laura.

Thanks for the clarifications and getting back to us. I'll clarify something about the report, and help you get the details you need for your labor. 

Just to clarify, you can actually filter the Job Estimates vs. Actuals Details report. This will specify the service items you want to show on the report. Plus it won't list the entire estimate, just the item you checked from the filter options. 

Here's how to do it: 

1. Open the Job Estimates vs. Actuals Details report. 
2. Click the Customize Report button.
3. Go to the Filters tab.
4. In the Search Filters box, type Item.
5. Select it then from the drop-down menu, choose Multiple items.
6. Check the labor or service items you want to add, then click OK.

This is what the report would show if you break it down: 

Also if you want to show all of your customers with the transactions, type Name in the filter search box. Select it, then choose Multiple names or All customers/job from the drop-down menu. 

Need more help building a report for your boss? This article can guide you: Understand reports.

If you also need help reconciling their bank accounts, all of the steps and details are explained in this article: Reconcile an account in QuickBooks Desktop.

Do you need to get other details from reports? Please let me know what you need to do. I'm always here to help you out. I'm down to answer any other concerns you might have. 

Thank you Jamespaul.  This helps a lot and solves some issues for me.  However, I'm hoping you can help me with this some more.  This may be more of an ITEM set up question:

Currently the Job Estimates Report you had me run breaks down my job costs in the following categories:

1.  Parts  ( This is where I put all of my MATERIAL COSTS) 

2. Service (This is where I have my Subcontractors and my own Company Labor)

3.  Other Job Costs (this is where I put any miscellaneous stuff)

The problem is that on large jobs it becomes difficult for me to separate my Subcontractor Services  from my own Company Labor- since I have them both under "Service Items."   How can I get these two categories separated?  Can I move either Subcontractor or my own Labor to "Other Job Costs"? Will this mess up my P&L or other reports?  I just want to be able to see my own labor separate from my Subcontractor Labor.  For example my subcontractor might be responsible for DEMO but I may have my employees doing some DEMO as well and I need to be provide reports on my own labor not including the subcontractor labor.  

Please let me know if you or anyone can help.  I really appreciate it!

Joining the thread to help with your question about inventory setup, Laura1313.

There's an option you can assign or change the expense account for each item. Here's how: 

1. Go to the Lists menu and select Item List.
2. Double-lick on the item that you want to reassign or separate the cost category.
3. Proceed to the Expense account section and make your changes.
4. Click OK. 

However, that may also affect your other reports such as P and L since the cost of the item will also be moved to the new category that you selected. You'll want to create a backup copy of your company file so you can reverse the changes that you've made. Here's an article as a guide: Back Up Your QuickBooks Desktop Company File.

Feel free to check out these articles for additional guidance and reference:

• Balance Sheet and Inventory/Stock Valuation Reports Show Different Amounts for Inventory Asset Accou...
• Impacts of Inventory Tracking on Balance Sheet and Profit & Loss Reports

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way.