quickbooks 2013 for mac balance sheet reports not working

My group now contains a total of 10 line items.īecause you do not want your customer to see all 10 line items, leave the “Print items in group” option unchecked and they will see ONLY 03.20.00 Concrete Reinforcing and a total amount, while YOU still see all the detail. I’ve even added an Subtotal and Overhead & Profit item to the group. In the Group Name/Number type in 02.20.00 Concrete Reinforcing, in the Item column select each of the individual components on the Concrete Reinforcing section. From the New Item window choose Group from the Type drop down menu. Right click on the image to enlarge itįrom the Item List, click the Item button at the bottom of the list window -> select New. In the QuickBooks Item list, you’ll want to have the individual items set up (03.21.00 through 03.24.00) as double-sided items, so that you can capture expenses and income.

The following example deals with the CSI MasterFormat Cost Code section 03.20.00 for Concrete Reinforcing. What you are looking to accomplish can be done in QuickBooks by using “Group Items”, which I think is one of the most useful (and under used) features. What you are experiencing is very common – a conflict between your need to good job costing an your customers need for something simple – all from the same Estimate in QuickBooks and without having to duplicate the work! This break down is very confusing to customers who just want a basic contract description and price.

Most of my jobs are Total Contract but I really have things broke down to examine my job costs. How can I print a summary invoice for an estimate that does not show all the details. This question was submitted by one of our readers. This QuickBooks tip discusses how to create a summary invoice for a customer when you need to track details for job costing purposes.

Quickbooks 2013 for mac balance sheet reports not working