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Replying to:
Carneil_C
QuickBooks Team

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I appreciate your response and the efforts you've put into finding billable items on the report suggested by my colleague, SunshineShull. I understand how frustrating it can be not to see those items. I've got additional assistance to ensure you can view the details in your Unbilled Cost by Job report in QuickBooks Desktop (QBDT).

 

To begin, let's review the customization settings of your report to see if you have correctly modified the Items and Billing Status. Customizing reports allows you to focus on the specific data that is most relevant to your business needs. Here’s how to check:

 

  1. Open the Unbilled Costs by Job report.
  2. Go to the Customize Report on the upper left corner of the window.
  3. In the Filters tab, search for Items and Billing status.
  4. Adjust the settings to filter out unnecessary information.
  5. Click OK to save the changes.

 

For a more comprehensive understanding of this feature, please refer to this article: Customize reports in QuickBooks Desktop.

 

Additionally, you can save your personalized settings if you want to use them in the future.  Check out this article: Create, access, and modify memorized reports.

 

I hope these steps help you access the data you need in your reports. If you're still experiencing issues or have any questions, please don’t hesitate to reach out. We're committed to ensuring you have a smooth experience in QBDT.

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