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April 8, 2024
Question

WIP dates

  • April 8, 2024
  • 1 reply
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When pulling a Work in Progress report at the end of the month, I've always left the "From" date empty. Is that correct? Or should I be putting a date there too? See attached. 

1 reply

April 8, 2024

It's nice to have you again in the Community forum, Gambit. I appreciate the attached screenshot.

 

Let me share some insights about running WIP reports for a specified period in QuickBooks Enterprise. . 

 

In generating financial data, we can enter a date on the From option to filter your reports to allow the system to pull up the necessary information. Also, this authorizes the system to know where the specific period you want to keep an eye on and start tracking. However, this depends on your preferences. There will be advantages to using this option in tracking your Work in Progress report, but it's still conditional to your selection.

 

I've included some articles to help you personalize your reports and trace the expenses for a job to compare those expenses to your revenue: 

 

 

Hit the Reply button if you have further concerns with filtering your reports in QuickBooks. I'll be more than happy to assist. Take care and have a good one.