Reports - specifically Job Costs by Job and Vendor Detail

I can share a few insights about this report and its columns, @Intercc,

QuickBooks follows the Sources and Targets concept to build company and financial reports. This means that, the data you see on every report is derived from the details of its source transaction.

If you're referring to the columns Check # and Paid Date having blank data, consider that this report you're pulling up involves transactions without these fields. Therefore, the system is unable to pull the information in there.

As a workaround, you may pull up another report that shows bill payments and checks. Then export it to Excel and combine the information manually there.

Here's how: 

1. From the Reports menu select Vendors & Payables.
2. Select Transaction List by Vendor from the result.
   
3. Click the Customize Report button at the top and update the Report Date Range.
4. Once done, go to the Filters tab.
5. In the Filter search box, enter and select Transaction Type.
6. Choose Multiple Transaction Types and pick the bill payment and checks or other transactions you need.
7. Hit OK when you're done.

Once you have the data ready, export both reports to Excel using the Excel button at the top of the report. From there, fill in manually or copy the columns to get the desired reporting format.

Another option is using the Memo field. Double-click the transactions on the report and add the check number and paid date one at a time in that field. That way, you're on the same report and you no longer need to export anything outside the program.

I'm also adding this article to learn more about the reports in QuickBooks: Understand reports 

Please know that your insights about our reports is important for us to improve our products. If you have any questions feel free to reach out back again, and I'll be right here to help. Have a nice day!

We do that now, takes too much time, I need the report revised to show those additional columns, how can i have that done, will QB do it or do i have to hire an outside person to do it?

Thanks for getting back in here, @Intercc.

Let me add some details to run a report showing the Check # and Paid Date. You can run the Transaction Detail Report for QuickBooks to generate the data you want in your report. You may also hire somebody to do the task. 

Here's how: 

1. Open your QuickBooks Desktop.
2. Go to the Reports menu.
3. Select the Transaction Detail Report.
4. Choose Customize to filter your report.
5. In the Filter name, select Customer/Job.
6. Under Transaction Type, choose Check.
7. Once done, click OK.

You'll want to save your current customization. Feel free to read this article for the details: Memorize a report.

Fill me in if you need further assistance in managing your reports in QuickBooks Desktop. I'm always here to help you. Have a great day.

This does not do what i need, i know how to run a check report.  i specifically need the JOB COSTS BY JOB AND VENDOR DETAIL TO SHOW DATE PAID AND CHECK NUMBER.  Does anyone know how to do that or how i can get it done????

That does not answer my question, does anyone here know how to change the JOB COSTS BY JOB AND VENDOR DETAIL report to show date paid and check number?? Or do you know who i can contact to have that done?  Thank you.

Hello there, @Intercc, 

I know how important it is to auto-generate the info in the Paid Date and Check # columns in your preferred report. It's currently unavailable, and the steps provided by my peers above are workarounds to fix this. I've also got an additional method to help achieve your goal. 

I'd suggest looking for a third-party app that can integrate with QuickBooks Desktop (QBDT) Enterprise. This way, you'll have the option to add the two columns to the Job Costs by Job and Vendor Detail report. Here's how: 

1. Go to this link: https://desktop.apps.com/home. 
2. Choose the All Applications tab. 
3. Select Enterprise in QuickBooks Compatibility and other appropriate options in the Categories and Developer sections.
4. Enter Customize Job Cost Reports in the Search box.
5. Click Search. 
6. Select View profile to learn more about the apps. 
7. Choose the right app for your business. 

The screenshot below shows you the second to fifth steps. 

In the meantime, I recommend clicking the link below specific to the year you're using to learn more about our product enhancements. Just go to the QuickBooks Desktop Enterprise section. 

• 2018
• 2019
• 2020

You can also utilize other job costing reports to see how your business is doing per project. For more details, see Step 5 through this article: Tracking Job Costs. After that, customize them to get the specific information you need about your company. 

Feel free to leave a comment below if you have other concerns. The Community and I will be around to help you. 

That is kind of ridiculous that you have so many steps and still not getting what i need.

Hello! I do not need the same thing as the original person, but I do need to run a Job Cost report by vendor. I followed your instructions, but there is no "customer/job" filter option.  I only see "customer type" which does not give me the actual customer:job field from the Vendor Center's Bill entries (which is what I need. It is how we cost out specific items to each job - in the "customer:job" field on the vendor Bill...

How can I get the "customer:job" filter to appear?

Thanks!

Hello @TLJ99,

Thank you for reaching out to us here in the Community. I'm here to help you show the information you need in the Job Cost report.

The report shows a detailed list of the job-related costs you have incurred for each vendor, subtotaled by Job. Costs are grouped and totaled by Customer Project/Job automatically.

The information you need from the bills will only reflect as a Subtotal under the Name or Source Name column. Check out these screenshots for your visual reference:

For the filters, I recommend choosing Name, instead of Customer Type. You should have an option to select the All customers/jobs or Multiple names to filter to specific jobs (see additional screenshot below).

Additionally, you can play around with the reports and use this link to know more about how you can personalize your data in QuickBooks: Customize reports in QuickBooks Desktop.

Drop me a comment below if you need more assistance acquiring the data you need in the Desktop program. I'll be happy to help you some more.

Is there a solution for this yet? 

I'll put my best hoof forward on this and help get the most from QuickBooks, @CindyRay.

Thanks for sending a follow-up about adding a column in the Job Costs by Job and Vendor Detail report.  

The workarounds provided by my colleagues above are the closest solution at the moment. We're always looking for ways to make your experience with QuickBooks more convenient and enjoyable. Please take the time to send a feature suggestion to our product engineers. Your feedback enables our creators to develop a solution that meets your needs.

Here's how: 

1. Go to the Help menu on the upper right side. 
2. Select Send Feedback Online and choose Product Suggestion. 
3. Type your suggestion in the box and click Send Feedback. 

The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks' users. The company wants to hear from you, too, so check out its website to vote on future ideas. To access the page, visit this link: Customer Feedback for QuickBooks.

In addition, check out this article on how to memorize, set report preferences, and other related topics: Understand reports in QuickBooks.

Feel free to leave a message below if you're feeling down about QuickBooks. I'll listen to you and give you my full support.

We are looking for the report for the job total, by list with vendor detail.  You used to provide it, it was our most heavily used report.

The one that comes closest to it is the Job Profitability Detail For XYZ job.  But there appears to be no option  to get the detail, it only summarizes the expenses.  

What we are looking for:  

Job Anywhere USA

01. Plans and permits

   01.01 Civil Engineering and surveying

    ABC engineering        $10,000

   DEF Blueprints               1,000   

Total 01.01                       11,000

01.03  permits and Cof O

   Town of  Building permit     500.00

  Town of C of O                     300.00

Total 0.03                              $800.00

Thanks, Ellen

Hi there, ethompson1111.

The Job Costs by Job and Vendor Detail report remains accessible within QuickBooks Desktop. This report essentially provides a comprehensive list of vendor transactions organized by job.

Let me share the steps on how to look for it:

1. Go to the Reports menu and select Report Center.
2. Proceed to the Search bar and type in the name of the report.
3. Press Enter.
4. Select either Job Costs by Job and Vendor Detail or  Job Costs by Job and Job Detail.

For additional guidance, let me also share these articles in case you need to these tasks while running reports:

• Filter Reports by Name in QuickBooks Desktop
• Export Reports as Excel Workbooks in QuickBooks Desktop

  
Don't hesitate to respond if you have any further questions. We are always here to offer our support and assistance.

I cannot find the Job Cost by Job and Vendor Detail in QuickBooks 2024.

Thanks for joining this thread, CustomBuilder. I'll chime in to share additional steps about pulling up the Job Costs by Job and Vendor Detail report in your QuickBooks Desktop (QBDT) account.

You can follow the steps shared by my peer above to locate and run the Job Costs by Job and Vendor Detail report. Follow these steps to proceed:

1. Go to the Reports menu and pick Report Center.
2. Proceed to the Search bar and type in the Job Costs by Job and Vendor Detail.
3. Tap Enter.
   
4. Click the green arrow to run the report and memorize the report for easy access.
   
5. You can also tap the heart to mark the report as a favorite to easily locate it.
   

Furthermore, you can check out these articles to learn more about the different reports in QuickBooks Desktop and how you can customize them:

• Understand reports
• Customize reports in QuickBooks Desktop

I'm always around and ready to help if you have more questions about exporting reports in QBDT. I'll be here to lend a helping hand. Have a great day!

Thank you, but the report does not show up in my search results on QB 24.0. It was available before I upgrade. 

Thanks for getting back to this thread, CustomBuilderNC. I'm joining here to provide further details about generating the Job Costs by Job and Vendor Detail report.

We can access the Job Costs by Job and Vendor Detail report in QuickBooks Premiere Contractor Edition. In your situation, your QuickBooks Desktop may have been automatically set to a default edition after upgrading to the latest version. 

You can follow these steps to switch to another edition.

1. Go to the Help menu.
2. Choose Manage My License.
3. Choose Change to a Different Industry Edition.
   
4. Select Contractor edition. QuickBooks will take a few moments and will launch in the version you select.

Afterward, you can follow the steps provided by my colleague, KevinC, above to access the mentioned report successfully. Use these articles as guides when customizing it to your preferences.

• Customize customer, job, and sales reports.
• Customize vendor reports.

However,  if you're already in the right edition where the mentioned report should show up, please make sure to post again. We're here to assist you further with running reports in QuickBooks Desktop.

That worked! You guys are great. Thank you so much! 

Hi there, @CustomBuilderNC.

I'm glad to see that my colleague was able to help you resolve your issue. Rest assured, we'll continue to provide you with quality customer service.

If you have further QuickBooks concerns, feel free to come back here. I'll be willing to lend a hand. Keep safe and have a great day!