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Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce

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MJoy_D
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I can help you with generating a report that suits your needs, @whighfill.

 

I recommend generating the customized Job Estimates vs. Actuals Detail report for this. 

 

Here's how to run the report

 

  1. Go to the Reports menu, then hover on Jobs, Time & Mileage
  2. Select Job Estimates vs. Actuals Detail.
  3. Click the Customize Report button and then proceed to the Filters tab.
  4. Under Current Filter Choices, highlight Name.
  5. From the dropdown menu, select All customers/jobs.
  6. Under Display, uncheck all of the boxes except Est. Revenue and Act. Revenue
  7. Click OK

 

This will show a detailed view of your revenue from your items. You can click on the amounts to show the transactions.

 

I've added this link about customizing customer, job, and sales reports in QBDT: Customize customer, job, and sales report.

 

This article provides information on the different ways you can track customer transactions in QuickBooks Desktop (QBDT): Get started with customer transaction workflows. It includes links on how to manage invoices, sales receipts, estimates, payments, and other customer-related activities.

 

Let me know in the comment section below if you have additional questions about estimates and other reports. I’ll get back to answer them for you. Have a great rest of the day!

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