QuickBooks Reports to Determine What You Have Invoiced

September 30, 2023

Check these QuickBooks reports to determine what you have and have not invoiced to customers.

The Unbilled Costs by Job report lists the costs you have assigned as Billable to a particular Customer or Job but you have not invoiced them for the reimbursable expenses. The report groups the costs by customer and job. If you are using QuickBooks for property management, it will show reimbursable expenses by Tenant, Unit, Property, and Property Owner.

The Transaction List by Customer report lists all customer-related transactions (invoices, customer payments, sales receipts, etc.) that occurred within a period of time grouped by customer and job. Double-click to open the transaction.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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