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blujay22
November 16, 2019
Question

Want to add customer:job on AP report

  • November 16, 2019
  • 1 reply
  • 0 views

On my unpaid details, I want to add a column that shows what job is allocated to each bill.

 

For example: When I enter bills, there's a customer:job field that I can use to input what job that bill is for. I want that customer:job to show up on the report. I can't find a way to do this. Thanks.

1 reply

L
LauraAB
November 18, 2019

Hello blujay22,

 

Welcome back! QuickBooks Desktop has a wide variety of reports to help you view the information you need for your customers, vendors, and jobs. I'll help you find a report to help you see the information you'd like.

 

You're right that the A/P reports won't show you a column for the Customer:Job. This is because it's a report specifically for vendors. Don't worry, I have a suggestion for you, which is to run the Unbilled Costs by Job report.

 

This report isn't exactly the same as the A/P, which shows you due and overdue bills, but it will show you job-related costs that haven't been charged to customers. You can even customize the report to see only one Customer:Job or several, depending on what you need.

 

I recommend going through other job reports as well to see if they'll give you the information you need. Here's an easy way to see what's available.

 

  1. Select Reports from the top menu.
  2. Choose Reports Centre.
  3. Click Jobs, Time & Mileage from the left menu on the Standard tab.

Learn more about customizing reports from the following articles.

Stop by again if you have more questions! Enjoy your week. :)

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