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Need a report showing what was spent on a particular customer/job; cannot do!

 

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Need a report showing what was spent on a particular customer/job; cannot do! Chicago 10-10-2006
Posted by Chicago on October 10, 2006, 8:23 am
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I have used QuickBooks for about 10 years and never had occasion to use
customers and jobs. I am helping my daughter setup QuickBooks Pro in
her law office. As we entered the checks for this year (to pull
reports for the tax man), we entered customer and job for each check
written. But, in QB 2006 when we go to the customer center and click
on one of them, NONE of the items entered shows up! We removed all
filters but, still, nothing shows up. If we pull up the check, it DOES
show the customer and job. What are we doing wrong? Quick reports are
blank also.

Please help!! We are in trouble here. Please respond by email, if you
will so we can get on BlackBerry and just remove the nospam info:

quickbooks@jimandsuesmith.com

Thanks, so much!!

Jim Smith


Posted by scfundogs on October 10, 2006, 8:53 am
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>I have used QuickBooks for about 10 years and never had occasion to use
> customers and jobs. I am helping my daughter setup QuickBooks Pro in
> her law office. As we entered the checks for this year (to pull
> reports for the tax man), we entered customer and job for each check
> written. But, in QB 2006 when we go to the customer center and click
> on one of them, NONE of the items entered shows up! We removed all
> filters but, still, nothing shows up. If we pull up the check, it DOES
> show the customer and job. What are we doing wrong? Quick reports are
> blank also.

Reports>Customers & Jobs...take your pick except for Job Estimates vs
Actuals Detail & Summary.

I like the Job Profitability Summary for a quick glance and then I
double-click on a cost or revenue column to see the detail.

--
Tara



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