Report Estimate vs Billable Hourly

Hi there, @s_ea. 

Thank you for reaching out to the Community. We can run Payroll Summary to view the hour and its hourly rate of the employees. Let me show you how: 

1. Go to the Reports. 
2. From the search bar enter Payroll Summary. 
3. Click Run. 
4. Tap Customize Report. 
5. Under Display tick-box the Hours and Rate. 
6. Press OK. 

Once done, you can go back to the Payroll summary report and view to double-check it. 

I've added this article to guide you on how to modify the reports: Customize reports in QuickBooks Desktop. 

That's it. If you need further assistance don't hesitate to click the Reply button. I'll be here anytime you need me. Have a great day!

We want to show the value of total hours worked (hourly billable rate x hours worked) and compare that to each estimate we prepare for each project (job).   And be able to show this on one report and show all of our projects (jobs).

I have a different report you can use to get the specific details you need, @s_ea. 

Based on your scenario, it looks like you're using timesheets for the hours worked and billable time of your employees. With this, let's run and customize the Time by Name report. That way, you'll be able to compare between the total hours worked and the estimate for each project. Also, you can view all your jobs in one report. I'll guide you how. 

1. Go to Reports from the top menu. 
2. Select Jobs, Time & Mileage. 
3. Choose Time by Name.
4. Click Customize Report. 
5. In the Display tab, check the Billed and Estimated boxes from the Add subcolumns for section. 
6. Click OK. 
7. Go to the Filters tab. 
8. Select Name in the Filter menu and choose All employees from the drop-down. 
9. Hit OK. 

The screenshot below shows you the last five steps. For detailed instructions, see the Create a report that shows timesheet data section through this article: Create And Print Timesheets. 

Once done, click Memorize to save its current customization settings. Doing so will help you quickly access the report in the future. I've attached a screenshot below on how the report looks like. For more information, visit this article: Create, Access, And Modify Memorized Reports. 

I'm just a post away if there's anything else you need. Enjoy the rest of your day, @s_ea. 

Thanks but this is not getting the report I am trying to get to.  Here is an example:

Project A: We create an estimate/proposal for the Concept Design of $10,000

Employee #1 is billed at $100/hour.  Employee #2 is billed at 150/hour

Employee #1 spends 20 hours on Project #1.  Employee #2 spends 30 hours on Project #1

I would like a report that shows:

Project A                       Estimate       Value (hrs x billable rates)     Difference

Concept Design         $10,000        $6500                                         $3500

Project B......

Hi there @s_ea,

In QuickBooks Desktop, we don't have a column for the difference for the report. However, you can export the statement to excel and manually calculate the difference for each employee.

You can follow the steps provided to my colleague RaymondJayO and once done, you can export the report. Here's how:

1. Select the Excel drop-down at the top of the report.
2. Select Create New Worksheet.
3. On the Send Report to Excel window, select Create a comma separated values (.csv) file.
4. Select Export.
5. Assign a file name, then choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.

Once done, you can manually calculate the difference in your excel file.

To learn more about reports, employees, inventory and projects, income and expense, and many more, check out QuickBooks Desktop Help Article.

If you have follow-up questions, please don't hesitate to drop a comment below. I'm always around here to help. Have a wonderful day!

Export what report?  It doesn't appear as though you have a report that can calculate the value (hour x billable rate) so what is there to export? 

Hello there, s_ea,

The export the custom report provided by my colleague RaymondJayO. Then manually calculate the value of the hour and billable rate.

Just follow the steps provided above on how to export.

Check out these articles for customizing reports:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports
• Combine reports from two or more company data files

Stay in touch if you need more help.

It's absolutely no use to me if I have to manually calculate anything.  It seems remarkable that QB cannot produce such a report.