Custom Reports

[dleger]

With our business we may generate an invoice in one month, receive payment in another month, and expenses may be received a month or so after that. Is there a way to customize reports so that we can view all receivables and expenses for jobs?

Currently when creating a report it is required to input a date range. The issue is not really knowing when all receivables and expenses are/were completed. We can tie all receivables and expenses to specific jobs and would like to be able to generate reports based on the job / customer and not the date range if possible.

[Joe Williams]

on the report, set the date to All.

[dleger]

Thank you for your response....
I don't have that option. I am going under Reports; Job profitability Summary / Job profitability Detail / P & L by Job - each require a start and stop date. Is there another report that I should use?

[Joe Williams]

One way to see ALL of the ob information is to set the date from to 2000 and the through date to current date. This should cover the dates for your jobs and show all of the bill and invoice information for the customer.
Also if you run the P&L bu Customer and change the basis ti CASH it will report on the PAID invoices and bills only, it will not include the unpaid ones.

[dleger]

I appreciate your input, thank you

[dleger]

I do have another question. Does QB offer to write custom reports? If so, any idea from a cost standpoint?

[Joe Williams]

To locate a 3rd party report generator, just Google "QuickBooks report generator" and look at the responses.