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Thread: Noob help - job profitability by customer

  1. #1
    Member
    Real Name
    Bert
    Join Date
    Jan 2011
    Posts
    1

    Default Noob help - job profitability by customer

    How can I make a Profitability by Customer Detail Report?

    With columns for:

    Type
    Date
    Number
    Memo
    Amount
    £ Margin
    % Margin


    ...with customer invoices and purchase invoices separated, with totals at the end of each section?



    We had this in old MS Accounting 2008 and need to create it in QB Pro 2010, so that we can instantly compare what we have invoiced our client for Job X compared to what we have spent on the job.

    Thanks for any help.

    P.S. I've downloaded the trial of QRB to see if it can get me anywhere, or is this just possible normally in QuickBooks itself?

    Any help would be amazing.

  2. #2
    "Certified" Alphaholic Keith Hubert's Avatar
    Real Name
    Keith Hubert
    Join Date
    Jul 2000
    Location
    London, UK
    Posts
    6,930

    Default Re: Noob help - job profitability by customer

    Hi Bert,

    This is going to require a set with all the various tables linked together very carefully, to enable you to get the data out in a meaningful way. Yes this can be done in Alpha, not too sure of the structure of QB as to whether it can be done or not.
    Regards
    Keith Hubert
    Alpha Guild Member
    London.
    KHDB Management Systems
    Skype = keith.hubert


    For your day-to-day Needs, you Need an Alpha Database!

  3. #3
    Moderator
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    Alan Buchholz
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    Oct 2000
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    Delavan, Wisconsin
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    9,561

    Default Re: Noob help - job profitability by customer

    Bert

    I replied to your email also.

    Yes this can be done in QRB.

    Usually summarizing the data is a good place to start, but you can also make linkages using the trans tables like invoicetrans to link to other tables.

    I've also seen users that have based a report on the detail transaction report and filtered to the data they need.... (summarizing of course..)
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.

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