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trish-feistner
trish-feistner
November 8, 2019
Question

Does anyone know how to pull a product/service item detail report for one project? We want to be able to examine, ex; electrical costs for a specific job? Thanks!

  • November 8, 2019
  • 4 replies
  • 15 views
No text available

    4 replies

    AddieC
    AddieC
    Level 5
    November 8, 2019

    Hi there, 

     

    Understanding your Project's profit and expenses is very important. Knowing this means that you have a good idea of your business health and you can feel confident about each of your jobs. 

     

    There's 3 main project-related reports that you can run: 

    • Project profitability: How much you're making or losing on your project.
    • Time cost by employee or supplier: See employee or supplier time costs on your project. 
    • Unbilled time and expenses: Find expenses and time you haven't added to an invoice. 

    It sounds like the type of report you're looking for closely relates to the Project profitability report. By running this report, you can see how much your electrical costs are running you. You can customize the report to filter by Product/Service as well. 

     

    Here's what you'll do: 

     

    1. Click the Projects tab on the left navigation menu. 

    2. Select your project from the list. 

    3. Click the Projects Reports tab.

    4. Click the Project profitability report. 

    5. Click Customize. 

    6. Select the Filter drop-down and check off the box next to Product/Service. 

    7. Select your product/service from the drop-down menu, then click Run Report. 

     

    I hope this gets you back on track. If you have any other questions, let me know. 

    Cheers!

    trish-feistner
    trish-feistnerAuthor
    November 8, 2019

    Hi Addie - Thanks for your reply!

    I've tried all kinds of customization, but we're still not seeing what we need - this is for a construction contractor client, and we use item details and multiple classes to track everything, rather than general expense and cogs categories. In QB desktop you can pull a report that shows the Item Detail (so in this example we have carpentry, electrical, plumbing, concrete etc etc inside both Subcontractors and Materials expense accounts. We would like to see what we spent on each item, but it doesn't seem to break it down beyond the expense/cogs accounts. It just shows one total of the chosen items. I just can't seem to customize it to show detail beyond that. Any other ideas? Thanks! :)

      AddieC
      AddieC
      Level 5
      November 8, 2019

      Thanks for reaching back out, Trish! I see what you're saying and I want to give you the best possible workaround to see the information you're looking for. 

       

      Have you looked into the Purchases by Product/Service Detail Report? This report shows your purchases grouped by product/service. You can filter this report by class as well, which may help you narrow down your information. 

      Another suggestion I have is to explore the Transaction List by Customer Report. You can filter this report by transaction type and customer (or project), however there's no option to filter this one by class. 

       

      To find these reports, click the Reports tab on the left navigation menu. 

       

      Try those reports out and let me know if you're closer to seeing what you're looking for. 

       

      I'll be here to help if you have further questions. 

      R
      Renea - IH
      January 4, 2022

      Hi,

      Did you ever get help with your report?

      I'm in construction and we are trying to run the same type of report and I'm not getting anywhere.

      Renea

      P
      p2homes
      November 23, 2022

      I'm a real estate investor and rehab homes and we are trying to run the same type of report and I'm not getting anywhere. We could do this with desktop version so not sure why this filter opting cannot be a added to one of the existing reports that give the detail we need.

      Chris

      A
      Alex M
      Level 5
      November 23, 2022

      Hi there p2homes,

       

      I can see that having the ability to run a similar report to the one you had in QuickBooks Desktop would be a feature you'd like to see in QuickBooks Online to help manage your projects. I recommend leaving feedback in the system by clicking on the Gear icon, then Feedback. The comments made in that section are taken into consideration by our developers when creating new features for the software.

       

      If you have any other questions, feel free to reach out here.

      M
      Mouselette
      November 23, 2022

      I use "Class", as a means to being able to pull specific info for certain projets.

       

      Or, when you make purchases at your suppliers, you can allocate each item bought to specific customers.

      Then, you can output a report using "Purchases by item detail" and in the customizing of the report, you can target specific customers.

       

      Bear in mind that in the customers' lists, you can add jobs under their name, so you can be more specific..

       

      I do hope it helps you 🙂

       

      Oh, and I do this in the Desktop Pro version of QB. If you are using the QBO, then.... I don't know...

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