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skoz5555
Level 1

Report - Transactions Per Invoice

I am a contractor and am working on the billing for a Cost Plus job.  I've been creating my invoices by using the "Add Time/Costs" button and then selecting everything from the Items tab for the previous month.  I'm now going back to audit the past few months to ensure everything was captured and finding that some transactions were entered late and may or may not have been billed for.

 

Is there a way to run a report that shows all transactions that were billed on a particular invoice?  Or shows all transactions for a job, and then what invoice it was billed on?

 

Thanks,

QuickBooks Accountant Desktop 2018

3 Comments 3
Jen_D
Moderator

Report - Transactions Per Invoice

I can definitely help you find the report you need, @skoz5555,

 

You can use any time reports like Time by Name or Time by Job Detail to show billable hours that were   billed to a customer. To do that, follow the steps below:

 

  1. Go to the Reports menu and choose Jobs, Time & Mileage.
  2. From the drop-down, choose Time by Job Detail or Time by Name.
  3. To filter billed hours, click on the Customize Report button.
  4. For Time by Job Detail, go to Filters then click Billing Status then Billed.
  5. For Time by Name, go to the Display tab mark the Billed checkbox.
  6. Click OK when done, then make sure the report date is right.

This is what it will look like after:

 

I'm also adding some related articles to help you learn more about the reports in QuickBooks:

Let me know if you have additional questions with anything in QuickBooks. I'll be right ehre to help. Have a good one!

JCody
Level 1

Report - Transactions Per Invoice

Is there a way to see on which invoice the time that is marked billed was included?

JasroV
QuickBooks Team

Report - Transactions Per Invoice

Good day to you, @JCody.

 

You can click the line item of the report shared by my colleague Jen_D above to open the Time/Enter Single Activity window. From there, it’ll show the details of the job performed. Take note of the details and look for the invoice that matches the information.

 

To easily locate the invoice, you can run the Custom Transaction Detail Report and customize it to a specific customer. Let me show you how:

  1. Go to the Reports menu.
  2. Select Custom Reports.
  3. Then click Transaction Detail.

To customize the report, you can check this article for the complete details: Customize reports in QuickBooks Desktop.

 

I’m also adding this article in case you need to export reports to MS Excel: Export reports as Excel workbooks in QuickBooks Desktop. Here, you’ll learn how to combine reports from QBDT and use it outside QuickBooks.

 

Let me know if you have other questions about running reports in QBDT. It’s always my pleasure to assist you.

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