cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
blodsproductions
Level 1

Am I able to add my project reports to a management report?

 
1 REPLY 1
FritzF
Moderator

Am I able to add my project reports to a management report?

Thanks for reaching out to the Community, @blodsproductions.

 

The Management Reports feature in QuickBooks Online (QBO) allows you to create a set of beautiful reports in a .PDF format package to send to your client. The option to add or include a project report to it is unavailable.

 

The only ready-made Management Reports template that you can use are the following:

 

  • Company Overview
  • Sales Performance
  • Expenses Performance

 

 You also have the option to view, edit, print them, or send or export them as needed. Here's how:

 

1. Go to the Reports menu at the left pane.
2. Click the Management Reports tab.
3. On the Action column, choose what you want to do with the report.

215.PNG

 

Please leave a comment below if you have any additional questions or concerns. I'll be more than happy to answer them. Cheers!

Need to get in touch?

Contact us