View Full Version : Tracking job costs question in QB Pro '07
01-30-2007, 02:43 PM
Hello. In order to track our costs more efficiently, I'm trying to find better ways in Quickbooks. I just noticed that when I enter a vendor bill, there is an option down at the bottom to the right of the "memo." It is a drop down with all of our customers to choose from. Pretty nice feature.
My question is how do I pull up a report showing all of the bills for a particular customer?
01-30-2007, 03:02 PM
When you enter a bill, you have the option to attach a customer name to any/all lines on that bill.
Then, if you need to invoice that customer for those expenses, you would go to Create Invoices and there will be your purchases under time/costs.
You can also run a job report to show expenses for that customer.
Look under Reports>Customers
Hope this helps,
01-30-2007, 03:39 PM
Hi Laura, thanks for the help! I found the correct report: "Unbilled Costs by Job" and it shows all of the bills I entered for each customer! Thank you.
I don't want to actually bill the customer for those expenses because it is already figured into the total job which he was billed for. I just need it so that I can print a report of all of the expenses associated with that customer.
If I go back into any of the vendor bills that I entered back in Oct & Nov, I want to select that particular customer so that I can pull up a final report. When I select the customer, it says"This transaction is linked to others, are you sure you want to change it?" When I select yes it says: This transaction is 90 days in the past, are you sure you want to save it?
I am a little unclear on how it will affect my books by simply assigning the particular invoices to a customer. Any suggestions?
01-31-2007, 02:46 AM
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01-31-2007, 04:14 AM
Editing the bills and adding the customer:job will not change the P&L or Balance sheet accounts. It will just add the customer:job name to the transactions. You can then run the un-billed cost report and see the amount of the bills for the customer.
You can also use the "Purchases by Vendor" report and modify it. Set the Total by to Customer and click Filter tab and then click Name in "Choose filters" and set it to all Customers. Click the Header/Footer tab and change the report name to Purchases by Customers and then OK and memorize it so you do not have to change the filters each time. This report will let you select the time period you need for the report.
01-31-2007, 07:05 AM
You can also run a P&L by customer:job which sounds like what you're looking for.
01-31-2007, 04:03 PM
Joe & Lisa, that is the exact info that I am looking for! Thanks again for your help.
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