Allday Consulting's Peachtree and QuickBooks Support Boards

When I enter bills from vendors, I always indicate in the Customer:Job column which customer this purchase was for. How do I run a report to show all bills that have been allocated to a customer? Example: Every month I buy $100 of widgets for Mr. Goodcustomer from ABC Supply. In April, I want to run a report that shows everything that has been allocated to Mr. Goodcustomer since the beginning of the year. I cannot find any report that will allow me to include the Customer:Job column. Any suggestions?

I wasn't able to find any that allow it in standard, either. The Contractor Edition contains an Unpaid Bills By Job report, however. I'm not sure if it's possible to recreate it by hand (the Job criterion did not appear in the report options, so I suspect it's version-specific and require Job Costing to be active), as it appears to be one of the specialized reports that only appear in the corresponding edition.

An alternative is to use something like Access or Crystal Reports in conjunction with the free read-only QODBC driver (it's included with QB, you just need to turn it on) to generate an outside report.

However, once you actually bill the client by adding those items to an Invoice/sales receipt, you should be able to call up individual QuickReports on that Customer. I don't think pre-sales reports will be avaialable in most editions, however.

Thanks for the quick reply. I had a feeling that it was not there, I just wanted validation that it wasn't just me. I definitely run reports on what I have billed customers for, but until we bill them out, I need a way to see how much I have in the job. Oh well, I'll just keep using pencil and paper for now. We really need to upgrade to a newer version if my boss would only do it. Thanks again.

I thought you might be interested to know that I stumbled onto something related to my question before.

Under Reports - Accountant & Taxes - Transaction Detail by Account:

This report shows a field called Name and that is the Customer:Job name in COGS accounts. It is the name of the vendor in some of the other accounts, but it appears this is where I could run reports to show items I have purchased but not billed for yet.

Just wanted you to know for future reference.

Thanks for your continued hard work.