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dyoung-gillmed-i
Level 1

Can you have a list of jobs / projects with the below information Job Number Start date Finish date Quote number Customer contact Purchase number description of job

 
1 Comment 1
Bryan_M
QuickBooks Team

Can you have a list of jobs / projects with the below information Job Number Start date Finish date Quote number Customer contact Purchase number description of job

Welcome to the Community space, Dyoung. I'll be guiding you in acquiring the list of items for your projects.

 

Please know that you can see the lists of your projects/jobs in the Projects section. However, you can only see the Project Name, Customer, Income Vs. Cost, Profit Margin, Time duration, Start, and End Date

 

If you want to add the  Job Information, Quote Number, Customer Contact, Purchase number, and Description of the Job, click each project to acquire this info and take note of it.

 

After that, export the lists of your projects by clicking the Export to Excel icon on the upper right corner of the project lists. Then, edit the Excel file and add the info you want.

 

 

Additionally, you can read this article to help you be updated on your labor costs: Track hourly labour costs and profitability by project in QuickBooks Online.


The Community is always available if you have additional questions about adding an item or managing your project/job. Keep safe, and have a pleasant day.