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Subject Author Date
custom report Allen Thompson 01-16-2008
Posted by Allen Thompson on January 16, 2008, 8:01 pm
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We use 2007 contractor edition.
Our job end dates are determined by when a job has been installed, passed
final inspection and paid for. We would like a report of jobs by
installation date alone. Can we create a user defined field for the
installation date and filter a report by this info?



Posted by QBConsultant on January 17, 2008, 3:03 pm
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wrote:
> We use 2007 contractor edition.
> Our job end dates are determined by when a job has been installed, passed
> final inspection and paid for. We would like a report of jobs by
> installation date alone. Can we create a user defined field for the
> installation date and filter a report by this info?

In the customer files, you can define fields and create one for
installation date. Then you can modify a report to include that field
and sort by it. Try it out!

Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Comprehensive
Guide
to Starting and Growing Your Own QuickBooks Consulting Business
(www.SuccessfulQuickBooksConsulting.com)

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