LauraAB
QuickBooks Team

Other Questions

Hello KungFuMel,

 

I'm glad you stumbled upon this thread discussing billing subcontractors to clients. I appreciate the explanation of what you're looking for in a report, and I can absolutely see how that would help with keeping your time and the bills in line. I'd be happy to go over this with you.

 

QuickBooks Desktop has a number of reports you can consider to see the information you're looking for. In this case, there isn't a single report that will show this comparison of time sheet hours versus the bills to the vendor, but you can consider running a couple of reports.

 

To start, if you visit the Report Centre through the Reports menu, you can use the search bar to search for time-related reports. Even using a simple keyword like "Time" brings up a variety of time and billed/unbilled hours reports. Depending specifically on the information you're looking for and whether you're marking the time or the vendor bills as billable, a billed/unbilled report, such as Billed/Unbilled Hours by Person may work for you. In this case, you can use this report if it's the timesheets that you're marking as billable.

 

I encourage you to browse through those reports to find the one that works for you, then once you've got that open, you can return to the Report Centre to search for an appropriate vendor report. Something like the Transaction List by Vendor may do the trick. You can use the Customize Report button after running it, then click the Filters tab if you'd like to filter only for a certain transaction type. The article Customize reports in QuickBooks Desktop can walk your through the options step by step.

 

To take this kind of reporting to the next level, you can consider exporting the two reports to combine the information in an Excel worksheet so you can organize the information the way you'd like. This article has details about exporting reports: Export reports as Excel workbooks in QuickBooks Desktop

 

Another option for streamlining this process even more is considering third-party apps that might simplify managing and organizing this kind of data. There are several apps to choose from that connect with QuickBooks Desktop, so there may be one that can help with this kind of thing as well. Check out our Apps for QuickBooks Desktop page to start your search.

 

Finally, this is a good opportunity for feedback. By going to the Help menu and choosing Send Feedback Online, you can share your thoughts about the available features in the program and what you'd like to see in future updates. Our product development team uses the feedback received as they continue to grow the program.

 

Don't hesitate if you've got more questions!