You're in the right place for answers, Lisa.
Currently, the option to directly add the pre-defined Job Status field in your estimates and invoices is unavailable in QuickBooks Desktop. You may need to use a custom field to add this information to your sales form. Moreover, we're unable to set a list of acceptable values for this field.
For your reporting, you can use custom and pre-defined fields in filtering the data. I'll show you how:
- Go to the Reports menu.
- Select a report, then click the Customize button.
- In the Display tab, add the Job Status option from the Column menu.
- In the Filters tab, select the Job Status filter from the menu.
- Enter the status, then hit OK to apply the customizations.
Lastly, I encourage reading this article to help track revenue and expenses for a particular job: Track job costs in QuickBooks Desktop.
If you have other questions, you can always visit us back here and we'll be happy to answer them.
