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November 22, 2024
Question

Does anyone know how to run a report of unbilled time by customer type?

  • November 22, 2024
  • 2 replies
  • 0 views

I would like to sort my unbilled time by customer type.  I use Desktop Enterprise 2024.

2 replies

November 22, 2024

Yes, Julie. You can run the Unbilled Costs by Job report and customize it by Customer Type for the desired information. I'd be glad to show you how.

 

  1. Go to Reports, select Jobs, Time & Mileage, then Unbilled Costs by Job.
  2. Click the Customize Report tab.
  3. Tick Filters.
  4. Then, pick the Customer Type filter.
  5. Hit OK.

 

I'm sharing this article for additional reference on how to personalize your report: Customize reports in QuickBooks Desktop.

 

In addition,  you have the convenient option to memorize your customized reports. This feature allows you to save the specific settings of a report, so you don't have to repeat the customization steps each time you need it. 

 

 If you have any more questions or need further assistance with generating reports or anything else, please don't hesitate to reach out, Julie. We're here to help make your accounting as smooth and efficient as possible.

November 22, 2024

That gives me the costs (billable purchases) but not time entered by employees.  How do I get a report with time recorded to a customer?  I use the time tracking feature inside QB.

November 22, 2024

Thanks for your prompt and detailed response, Julie. I recognize how you wanted to get this report.

 

You can pull up the Timesheet reporting in QuickBooks Desktop to get a closer view of this report. To do so, run the Time by Job Detail to get the specific detail you want. This report outlines the time employees enter with a customer.

 

Here's how to run this report:

 

  1. Go to the Reports menu and select Jobs, Time & Mileage.
  2. Choose Time by Job Detail.
  3. Adjust the Dates.
  4. Run the report.

 

These steps will help you view unbilled time by the customer. Here's a sample snippet:

 

Moreover, you can memorize this report to access this format moving forward.

 

I'll look forward to your future replies. Comment below if you have additional questions or concerns about running and customizing detailed timesheet reporting. We can always assist you here.

November 22, 2024

This report doesn't allow me to filter by customer type.