custom report

Jan 17, 2008 1 Replies

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

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