TURQUANT BUILDER SERVICES IN PARTNERSHIP WITH RESSIO

Pulling Your QBO Reports, Made Simple.

A step-by-step guide to pulling reports in QuickBooks Online so you can compare your project numbers with your Ressio budget.

Start the Guide →
YOUR SIX-STEP WALKTHROUGH

Find the Numbers That Matter.

Follow the steps below to locate your report, select your project, and identify the figures needed to compare with your Ressio budget.

STEP 01 / 06

Log in to QuickBooks Online

Visit QuickBooks Online and sign in using your email or user ID.

Make sure you're accessing the correct QuickBooks company.

Quick tip: Confirm that you're in the correct company before pulling reports.
QuickBooks Online sign-in screen

QuickBooks Online sign-in screen

STEP 02 / 06

Navigate to Reports

From the left-hand navigation menu, select Reports.

Then choose Standard reports to access the available financial reports.

Look for: Reports in the navigation menu, followed by Standard reports.
QuickBooks Reports navigation menu

Select Reports from the navigation menu

STEP 03 / 06

Search for Your Report

In Standard reports, use the search field to find the report that matches how your jobs are tracked.

  • Jobs as Projects: Project Profitability Summary
  • Jobs as Classes: Profit and Loss by Class
  • Jobs as Customers: Profit and Loss by Customer
QuickBooks Standard reports search field

Search for the appropriate report

STEP 04 / 06

Set a Custom Date Range

Change the report period to Custom dates.

  • Start: First date of activity for the project you're reviewing.
  • End: Today or later, depending on your reporting needs.
Quick tip: If you're unsure of the project start date, choose a date earlier than the project began.
QuickBooks custom report date range

Set the custom reporting period

STEP 05 / 06

Locate Your Project

Find the project you're reviewing within your selected report.

  • Projects: Listed as rows.
  • Classes and Customers: Listed as columns.
Remember: Check that the project name matches the project in Ressio.
PROJECT LOCATION GUIDE

Where to Look

Projects

Locate your project in the report rows.

Classes

Locate the job in the report columns.

Customers

Locate the customer or job column.

STEP 06 / 06

Note Your Numbers

Record these figures from your report:

  • Total Income
  • Total Expenses
  • Uncategorized expenses

Use these numbers to compare your QuickBooks financial activity against your Ressio budget.

Remember: Compare the same project and reporting period in both systems.
FINANCIAL QUICK CHECK

Three Numbers to Record

01 / REVENUE Total Income
02 / COSTS Total Expenses
03 / REVIEW Uncategorized Expenses
YOU'RE ALL SET

Build With Confidence.
Know Your Numbers.

Need help understanding your construction financial reports? Turquant Builder Services specializes in bookkeeping and financial support for custom homebuilders.

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