Separating Labor and Material Income from One Line Item for Reporting Purposes, Contractor

NoviceButTrying · ‎March 15, 2022

Hello,

I am trying to figure out the best way to accurately track our labor and material income through reports, without having to show breakdown on invoice that is sent to customer. I am struggling to find the best way to ask this question (I'm an electrical contractor, QB is not my first language ;o), so I am hoping someone out there can read my mind! Example below...

1. We quote a job to customer (quote NOT prepared through QB)

2. Upon invoicing, we currently use one line item called "Quoted Job" and enter the total cost for the job.

3. In reports, we can track the income for "Quoted Jobs", but we would like to be able to have that split into "Quoted Job Labor" and "Quoted Job Materials" categories for tracking purposes.

4. We would like to be able to do this WITHOUT showing the labor/material breakdown to the customer on final invoice.

Hoping that makes sense. We have the breakdown of labor and materials on our paper files/quotes, but trying to figure out how to transfer that info to QB invoice so we can track, but only show one final price to customer.

Thank you in advance for your help!

BigRedConsulting · ‎March 15, 2022

To do this, create and use a Group type item where the option print the details is not set. When you do this, you can enter all sorts of details within the group for internal tracking, none of which will print:

The group item, with the "Print items in group" option de-selected:

Using the Group item on the invoice, where you can enter various details (even insert rows if you want):

The print view, hiding the group's details:

View solution in original post

BigRedConsulting · ‎March 15, 2022

To do this, create and use a Group type item where the option print the details is not set. When you do this, you can enter all sorts of details within the group for internal tracking, none of which will print:

The group item, with the "Print items in group" option de-selected:

Using the Group item on the invoice, where you can enter various details (even insert rows if you want):

The print view, hiding the group's details:

ChristieAnn · ‎March 15, 2022

Hi there, NoviceButTrying.

I appreciate you for visiting the QuickBooks Community. I'll be sharing additional information about customizing reports in QuickBooks Desktop. Beforehand, please know that QuickBooks is constantly changing and evolving based largely on the requests of users. I'll ensure you can send feedback so our product developers can consider adding the feature in the next updates.

QuickBooks Desktop has the option to customize any report that you generate. You can filter the data, add or delete columns, add or remove information on the header/footer. However, having the split option into "Quoted Job Labor" and "Quoted Job Materials" categories in the reports for tracking purposes isn't currently unavailable. With this, I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in the future. To do that, you'll have to go to the Help icon and choose Send Feedback Online.

Additionally, you can also follow the recommend steps shared above as workaround.

Lastly, you may refer to this article to view details on how you can memorize reports so the same settings of the customized report are available for future use: Create, access and modify memorized reports.

I'll be around to help if you have any other questions about running a report. Just let me know by leaving a comment below. Have a nice day ahead.

NoviceButTrying · ‎March 16, 2022

Thanks for the help Big Red...appreciate it!

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Separating Labor and Material Income from One Line Item for Reporting Purposes, Contractor