Question

Projects Status Report

Forum|Forum|7 years ago
February 9, 2019
2 replies
2 views

Hi, I want to print a report for my In Progress projects, Completed Projects or Cancelled Projects. I know i can filter it and see it in the projects tab, but how can i print the report. so i can followup with all of my In Progress projects.

Thank You !

QuickBooks Online

Angelyn_T

Moderator

Hello there, @Muhammad_awais.

It's nice to have you here in the Community. I'm here to help share information about running project reports in QuickBooks Online (QBO).

As of now, you can filter the projects status to All statuses, In progress, Completed, and Canceled. However, you can just run a report for each project and not with all in progress projects listed in one report.

As a workaround, you may export the report to Excel and make the necessary edits from there.

I want to ensure customers like you are having the best possible experience while working with QuickBooks. If you think the option of printing the report with all the in progress projects, I'd appreciate if you could introduce this idea straight to our product engineers/developers.

To send your feedback/product suggestions:

Go to the Gear icon.
Select Feedback.

Stay in touch if you have any other concerns about projects, I'll be right here to help you. Wishing you the best!

L

llarson

Have we created this report yet?

J

JanyRoseB

Level 5

Thanks for joining this thread, @llarson.

I'm here to provide some update about the report you need in QuickBooks Online (QBO).

Currently, filtering the project status report to All statuses, In Progress, Completed, and Canceled is still not available. It's our priority to provide products and services that suits your business needs. We'll inform you through this thread once we receive product enhancement update about the availability of this feature.

In the meantime, I'd suggest visiting our QuickBooks Online Blog regularly. This way you'll be updated with the latest news and updates including product improvements.

For future reference, you may want to check these articles:

Please know that you're always welcome to post if you have any other concerns about the project feature. Have a good one.

K

Kristn_Kokua

I also need a project status report that can be sorted and filtered by in progress, completed, etc. This report does not seem to exist anywhere. We moved to QBO from desktop and lost the ability to run this report. We've had to create a separate spreadsheet to track this but it is cumbersome and invites errors.

For a company that has a lot of small projects we are at a loss! Please create this type of report ASAP.

JessT

Moderator

Hi Kristn,

I also like the idea of having an option to print projects with statuses like in QuickBooks Desktop. I'm also suggesting this to our product developers using the steps shared by my colleague Angelyn_T.

As a workaround, you can use the Print option of your browser so it captures the Project page in QuickBooks. (Please open the screenshot to see how it looks like.) Or, you can zoom out (press Ctrl and -) the Projects page, and take a screenshot of it. That way, you can print and share it with your colleagues.

Feel free to post again if you have other questions.

K

Kristn_Kokua

Hi JessT,

Thank you for suggesting this to your developers. Unfortunately we have too many open projects at any one time to be able to clearly see a screenshot of them when I zoom out. We would also like to be able to filter by completed projects and there are many, many more of these.

I look forward to this report being added to QBO. It's been a huge pain point for us since we switched from desktop to QBO. To the point where we are considering switching back or using another system. My team reports the project status weekly to the CEO and it's become a manual process with a lot of room for error.

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