T&M Invoicing vs Progress Invoicing

Thank you for reaching out to the Community forum with such detailed information, Brenda. Below, I will share more details on finding a report that combines time and materials in QuickBooks Desktop.

To start, could you provide more details on how you track time and materials in QuickBooks Desktop? Specifically, do you separate time by employee and materials, or do you track them as service items? Your cooperation is appreciated, as it will help clarify the process.

If a service item is used in the same way as the material, you can run the Unbilled Cost by Job report and filter it to show all billable entries. Here's how:

1. Go to the Reports menu and then select Jobs, Time & Mileage.
2. Choose Unbilled Costs by Job.
3. Click the Customize Report button.
4. In the Filters tab, type status and then click Any.
5. Then tick OK.

However, if the billable time is recorded using timesheets or single-time entries, you can generate a Time by Job Detail report. This shows a detailed view of the time spent on specific jobs or projects. Here's how to run this report:

1. Go to the Reports menu and then select Jobs, Time & Mileage.
2. Choose Time by Job Detail.
3. Click the Customize Report button.
4. In the Filters tab, type status and then click Any.
5. Then tick OK

Although there isn't a report that shows combined time and materials, you can alternatively export both reports to Excel to merge them.

Additionally, you can customize and memorize QuickBooks Desktop reports to gain a thorough financial overview of your business. For detailed information, you can check these articles:

• Customize reports in QuickBooks Desktop.
• Create, access, and modify memorized reports.

If you have further questions about managing reports that combine time and materials in QuickBooks Desktop, or other concerns, the Community forum is always available to assist you. Keep safe!