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You are here: Experts > Shopping > Credit/Debt Management > Quicken & Other Budget/Accounting Software > reports by job
Expert: Linda Saltz, CPA, QBalance.com
Date: 9/16/2008
Subject: reports by job
Question
hi, im back again! :)
i would like to make a report
showing all of the checks ive wrote, by job?
which one would you suggest? and how do i get there from the menu bar? thanks!
Answer
Hi Brooke,
This is not so easy but it can be done. The Job name is stored on the bills not the bill payment transactions.
Run a Profit & Loss report > click Modify > on the display tab, click cash basis > on the filter tab choose filter by transaction type > choose multiple transaction types (at the top of the list -scroll up) > select checks, bills, bill payments > click OK
Now zoom in (double click) on the Net income line for the detail report > on the report button bar you will see next to date range and for the total by field choose "Customer". Now you can give this report a title that says "payments by job" by clicking on modify > header/footer and typing the title in the Report title field > click OK
Save your work by clicking on Memorize button and save in the vendors group.
To rerun this report go to Reports > Memorize > vendors > and select the report.
Hope this helps,
Linda Saltz, CPA
Advanced Certified QuickBooks Advisor
www.qbalance.com
We sell QuickBooks Enterprise software and provide advanced QuickBooks training.
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