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Gina62
Level 2

QBO Plus Jobcosting Reports

Hello all....I have contractors using desktop and they do not want to convert to QBO because there does not seem to be a similar version to QB Plus D/T and QBO Advanced is expensive.  So the question is, are there any work arounds in QBO Plus for jobcosting reports like Estimates vs. Actuals?  In desktop that specific report will print by item and also includes balance sheet accounts (like land cost).  The only report I find in QBO Plus is project profitability which is just a P&L by project (no items, no estimate, no balance sheet accounts).  Additionally, desktop will track and create a warning when insurance has expired.  I understand QBO Advanced has more features, but jumping from QB Plus D/T to QBO Advanced is a big price difference.

 

Thank you in advance for any suggestions.

3 Comments 3
MichaelaS
QuickBooks Team

QBO Plus Jobcosting Reports

Yes, you're correct. The reports available in QuickBooks Online are separate, and it does not have a built-in report that fully replicates the same functionality of the Estimates vs. Actuals report in QuickBooks Desktop. Even with QuickBooks Online Advanced, while the job costing features—such as advanced reporting and automation—are more advanced compared to other QuickBooks Online versions, this specific report is still not natively included, Gina62.

 

Here are your alternative options:

 

  • Use a manual comparison by duplicating your QuickBooks Online tab on your browser to open individual reports (such as Project ProfitabilityBudget vs. ActualProfit & Loss by ClassEstimates by Customer, or Transaction Detail by Account) and compare them

    screenshot-1754069091802 here 01.pngscreenshot-1754069091802 here 01.png

  • Export Your Data to Excel to achieve the same details as the Estimates vs Actual report, and merge the exported data in Excel or Google Sheets and create a pivot table to calculate the difference

Please leave us a response if you have other questions or concerns.

 

Gina62
Level 2

QBO Plus Jobcosting Reports

Thank you for your reply.  Seems like a lot of work to get something similar to QB Plus D/T.  All the information is stored in QBO so the lack of jobcost reporting in QBO Plus is unfortunate.  Not everyone can jump to QBO Advanced.  I have other clients that work well in QBO Plus but for construction, it's not ideal.

 

Thank you,

Gina

 

inam khan
Level 1

QBO Plus Jobcosting Reports

good

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