I'm not the biggest fan of QuickBooks, but if you work in today's small business accounting arena, you must encounter QuickBooks from time to time.
Have a customer who has been on QuickBooks several years now. He is a remodeling contractor, and contracts some 30 jobs per year, ranging from $150 to $40,000. The job order module is at the heart of his information system. He spends more time reading job reports and leaves the tax headaches to me.
Over the years, he has amassed an ever-growing job base of some 250 jobs. Every time I print out his "job profitability" detail reports, I have to first run a summary report for all of these 250 jobs, figure out which ones are old, and then pick & choose the others to run one job at a time.
When these jobs are completed, it would be nice to "retire" or "archive" these records so we won't have to wade through old jobs every time we want data on recent jobs. There is a feature which "inactivates" the jobs, but this just eliminates them from the hotkeys and does nothing to whittle down the reports.
Question: Is there a way to retire this old job data such that it is not in the way every time we want to access reports for newer jobs?
Thanks in advance,
The Frog
Have a customer who has been on QuickBooks several years now. He is a remodeling contractor, and contracts some 30 jobs per year, ranging from $150 to $40,000. The job order module is at the heart of his information system. He spends more time reading job reports and leaves the tax headaches to me.
Over the years, he has amassed an ever-growing job base of some 250 jobs. Every time I print out his "job profitability" detail reports, I have to first run a summary report for all of these 250 jobs, figure out which ones are old, and then pick & choose the others to run one job at a time.
When these jobs are completed, it would be nice to "retire" or "archive" these records so we won't have to wade through old jobs every time we want data on recent jobs. There is a feature which "inactivates" the jobs, but this just eliminates them from the hotkeys and does nothing to whittle down the reports.
Question: Is there a way to retire this old job data such that it is not in the way every time we want to access reports for newer jobs?
Thanks in advance,
The Frog
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