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M-BSE
June 26, 2020
Question

Job Profitability report and stock purchased using Non-Inventory items

  • June 26, 2020
  • 1 reply
  • 0 views

We've bought some product in bulk using 2-sided non-inventory items, to COGS. But it seems neither the Job Profitability or P&L reports will surface the cost of those items when reporting customer sales for a particular period. Is there a report that will? Or, is there something we can do at time of invoicing so that those costs will appear in one of these reports?

1 reply

Tori B
Tori B
June 26, 2020

Good morning, @M-BSE. 

 

Thanks for reaching out to us here in the Community. 

 

To clarify, are you running this report in Cash or Accrual? If you're running the report in Cash basis, those reports exclude A/R (Accounts Receivable) and A/P (Accounts Payable), so the invoices wouldn't show on the report if the invoice hasn't been paid off yet. 

 

I'll be sure to keep an eye out for your response. You can also contact our technical support team, as they have the tools available to remote into your computer and take a look at how the items are set up and what accounts are associated with them. They can also help to build a report based on your needs for the company. 

 

Let me know if you have additional questions or concerns. You can always reach out to the Community or me anytime you need assistance. Take care and have a good one! 

M
M-BSEAuthor
June 26, 2020

Example invoice was paid. Running Profitability report inclusive of date paid does not result in non-inventory item or it's cost appearing in the report. 

 

I've seen many similar questions to mine, so I know the underlying reason the data isn't appearing. What I ask for is an alternative reporting tool, or a means by which to assign non-inventory items/values to invoices so that the existing reports in QB can be used.

 

Thanks.

S
sstiening
August 7, 2024

Did anyone ever find a solution to this?  I am trying to run a job profitability report, but any item that is non-inventory, does not show the cost on the report.  This makes it difficult to know how well / poor we did on each job.

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