Skip to main content
D
dannyn1
January 9, 2025
Question

Jobs Estimates Vs Actuals Detailed Monthly Reporting

  • January 9, 2025
  • 1 reply
  • 0 views

Hello,

 

Every month I have to run 'Job Estimates vs Actuals Details' reports for over 50+ jobs. I navigate through the customer center, select the job, select 'Estimates vs Actuals', adjust for the current period and export to excel. Currently this is a manual process  that takes several hours to complete. 

 

Is there a way to automate this process to save time instead of manually extracting the reports?

 

I currently use Inuit Quickbooks Enterprise Solutions 22.0 via remote desktop access. 

 

Thank you!

 

1 reply

T
Trish_T
January 9, 2025

Hi dannyn1,

 

Welcome to Community!  QuickBooks Desktop provides the option to set up scheduled reports.  This is a great feature that saves valuable time, by sending the reports even when you're away from your computer. 

 

Please follow this link, to learn more about setting up scheduled reports in QuickBooks Desktop.

 

Should you require additional assistance, feel free to contact us outside of this forum.  It would be our pleasure to work with you personally, and assist you with accomplishing your QuickBooks goals!

 

Reach out again, if you have other questions.  We would be glad to help!

D
dannyn1Author
January 9, 2025

Hi Trish,

 

Thanks for your response! I was  just looking into that feature, but I noticed that the if I were to send a report, it only sends as a PDF. I need the reports prepared as excel files. Any suggestions?

 

thank you,

 

Danny

T
Trish_T
January 9, 2025

Hi dannyn1,

 

To have these reports in a spreadsheet format, the only option at this time, is to export it to excel.  If you would like to see the option to send a scheduled report in a different format, I recommend sending feedback to our development team, by going to: Help>Send Feedback Online>Product Suggestions.  Once received, they will look into ways they could add this feature in future updates.

 

Please don't hesitate to touch base with us again, should you have other questions or concerns.  We're here for you!

 

Terms & ConditionsAccessibility statement