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T
tmwCM
September 11, 2020
Solved

Project Report

  • September 11, 2020
  • 2 replies
  • 19 views

Hi Quickbooks,

 

We want to print out a project report so we can analyze the profit margins per project. Right now the only option I see is to print it - which I can also save to PDF. 

 

How can we most quickly export this data to Excel?

 

And do you plan on making this option available? 

 

Right now it's a hassle every time we want to analyze this data - unless we're missing a way to do it?

 

Thanks for the help. 

Best answer by ReymondO

Hi @Angelyn_T I cannot figure out how to export those detailed project reports for ALL projects at once to Excel, even though in your last response you're saying I am / should be able to.

 

Would you mind showing me a step by step of how I can do that?

 

Thanks so much.


Hi there, @tmwCM.
 

Thanks for getting back to this thread. As mentioned above, the option to export projects all at once to Excel isn't available for now. 
 

However, you can export them one at a time and merge the Excel files by copying them to a single Excel sheet. You can reach out to the Microsoft Customer Support team for the detailed steps. 
 

Also, you can follow the steps provided by Candice on how to export your Project profitability report. 
 

In the meantime, I would also recommend looking for a third-party app as suggested by Raymond. Simply follow the steps that he provided.
 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help. Have a great day and stay safe.

2 replies

C
Candice14
Level 8
September 11, 2020

Good Morning, @tmwCM.

 

I can walk you through the steps of how to print or export a project report in QuickBooks Online (QBO). The reason why you may not be able to see these options is that they are hiding at the top of the report. 

 

Here's how: 

 

  1. Go to the Projects tab. 
  2. Locate and click on the project. 

 

 

       3. Pick the Project Reports portion. 

 

 

       4. Click View on the Project profitability section. 

 

 

       5. Change any information you need to. 

       6. Once you're ready to print or export, just hit the icons to print and export in the top right-hand corner. You can also email the report as well. 

 

 

You can check out this link for more information about exporting, printing, and emailing reports in your QBO account. 

 

Let me know if this helps. I want to make sure all of your concerns are addressed. Have a great weekend!

T
tmwCMAuthor
September 11, 2020

Thanks so much for your prompt reply Candice.

 

I should have mentioned, we do know that we can do this individually per single project.

 

We want to run the same report and export it to Excel for all projects where we've been tracking profitability.

    MichelleBh
    MichelleBh
    Level 8
    November 30, 2021

    Thanks for joining in this thread, @TForrest_51. I hope you're having a wonderful day.

     

    Let me help you look at all the jobs registered on May 31, 2021. This way, you can review the data transparently. 

     

    I just want to make sure we're on the same page. Are you referring to the Report period in the Profit and Loss report? If that's what you're talking about, yes, you can filter it into Custom. Then pick May 31, 2021, in the calendar icon. When finished, you'll see all the transactions you entered on the date indicated. See the sample screenshot below for your reference. 

     

    For more information about customizing reports, see this link: Customize reports in QuickBooks Online.

     

    If you're referring to other things, could you attach a screenshot to your response? This way, I can provide the exact explanation and resolution. 

     

    For future use, I'm adding these articles on how to export, print, email, memorize reports, and other frequently asked questions projects.
     

     

    Don't hesitate to notify me if you have further questions about your account. As always, I'm delighted to help. Keep safe, TForrest_51.

      T
      TForrest_51
      November 30, 2021

      Hi Michelle,

      The screen below (or the information available on it) but with a different end date than the current date:

      The information I need is individual project cost/revenue as of a certain date, that is not today.

      E
      Ethel_AQuickBooks Team
      QuickBooks Team
      November 30, 2021

      Hello there, @TForrest_51.

       

      I appreciate you coming back to us and giving us more information about what you need. Allow me to add insights about the Projects' screen.

       

      If you mean to change the date range of the Projects' screen same as the screen in your screenshot, 

       

      To get the Profit and Loss details for a project, you can use the Report feature shared by one of my colleagues above, MichelleBh. There is no option to change the date from the Projects' screen. 

       

      Also, you can submit Feedback about adding this feature. This way, our Developer team can look into it if they can add this in QuickBooks Online.

       

      Here's how:

       

      1. Go to the Gear icon and choose Feedback under profile.
      2. It will open a window where you can enter your product suggestions.
      3. From there, input how you want the program to work.
      4. Click Next to submit it.

       

      Then, you can check our feedback page. From there, you can check for related requests and add a vote to add the feature.

       

      Let me know if you have additional questions about the Project feature by clicking the Reply button. I'm always here to help.

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