If you write estimates or bids, you can create reports that compare your
estimated costs and revenues against your actual costs and revenues.
To do this task
Choose Reports > Jobs, Time & Mileage, and then click one of these reports:
Job Estimates vs. Actuals Summary. This report subtotals
your cost and revenue data by customer and job.
Job Estimates vs. Actuals Detail. This report includes
all jobs that have estimates and all line items on all invoices for
Job Progress Invoices vs. Estimates. This report compares
each estimate with progress invoices based on the estimate. You can't
QuickZoom to see detail for the amounts shown. To see detail, find the
most recent invoice for the job and click Progress.
Item Estimates vs. Actuals. This report also shows
cost and revenue data, but subtotals it by item type.
(Optional) Change the date range of the report:
Click the Dates drop-down arrow and choose one
of the ranges.
Enter the beginning and end dates in the From
and To fields.
Click Customize Report at the top of the report.
On the Display tab of the Modify
Report window, specify whether you want the $ Difference
and/or the % Difference columns to appear on the
(Optional) Click the Filters tab to restrict which
jobs or job types appear on the report:
Jobs: Click the Name drop-down
arrow and choose one job, or choose Multiple names
and then choose the jobs you want.
Job types: Click the Job Type
drop-down arrow and choose the job type you want.
If you customized the setup for this report and want to retain
it for future use, click Memorize.
(Optional) Click Print if you want a copy of the
Getting the most out of a
Memorizing a report for
About job types