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It's good to see you here again in the Community, @donloew.
I'll walk you through on how you can create a job log report for your customers.
You're doing it right. You'll need to click on the job number so the job information will show up. This way, you can log the details to a spreadsheet (Excel) and be able to get your desired data.
Know that the system only displays job number and names on the Customer Center's list.
To give you the customization of reports that are available in the system, please scan through this link: Customize reports in QuickBooks Desktop.
I can see the importance of being able to pull up a job log report right away in QuickBooks Desktop. I encourage you to send this preference to our developers. They are always considering adding new features to the system to cope with your business needs.
To do that:
- Click on Help at the top menu bar.
- Pres on Send Feedback Online.
- Key in your Product Suggestion.
You can also visit our Firm of the Future sight to be updated with our product road-maps.
Reach out to me whatever questions you may have about QuickBooks. I’m more than happy to assist further. Have a good one.