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Job estimates vs. actuals summary report

How do I create this report?

Go to the Reports menu, click Jobs, Time & Mileage, and then click Job Estimates vs. Actuals Summary.

What this report tells you

This report summarizes how accurately your company estimated job-related costs and revenues. The report compares estimated cost to actual cost and estimated revenue to actual revenue for all customers. If your company did multiple jobs for a customer, the report shows subtotals for each job.

  • The Est. Cost and Act. Cost columns compare your estimated cost to your actual cost for each job. If you use QuickBooks payroll, the cost amounts include salary and wages assigned to specific jobs. If you also set up QuickBooks to include payroll expenses prorated by job, the report includes those expenses as costs.

  • The Est. Revenue and Act. Revenue columns compare your estimated revenue to your actual revenue from each job.

  • The ($) Diff columns show the difference between the estimated and actual amounts. A negative amount in this column means that the estimate was too high; a positive amount means that the estimate was too low.

To see a list of the transactions that make up an amount, double-click the amount.

Date range

The report covers all dates from your QuickBooks records. You can restrict the period covered by choosing a different date range from the Dates drop-down list.

What do the different date ranges mean?

See also

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