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May 19, 2020
Solved

Projects - Tracking Bills

  • May 19, 2020
  • 3 replies
  • 0 views

Hi,

I've created a project and it is not tracking all of the bills that I'm entering.  Each bill is entered noting the project name.  Most of the bills I've entered show in the Project Profitability Report (Accrual), but not all.  I double-checked that the project name was chosen when entering the bills but they don't show.  Have a lot of grief with Projects which I had to upgrade and incur additional expense to use.  

So to recap:  I enter bills noting the project they should be charged to and all bills do not show up in project reports.  Any help would be appreciated.

Best answer by ReymondO

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @Lynn918.

We can perform some basic troubleshooting steps to fix this issue. This way, we can make that you're able to track all the bills that you've entered in QuickBooks.

 

Let's start by accessing your account through a private window. This a special mode where the browser doesn't record the browsing activity on the local device. You can access this by pressing these following shortcut keys:
 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

Once done, go back to the Project Profitability Report and check if all the bills are now showing. If it works, we can go back to your regular browser and clear its cache. If not, we can use a different supported browser instead. This might be a temporary issue with QuickBooks and the current browser that you use.


In addition, I've listed a guide on how you can track project costs and profits to make sure what you’re seeing is always accurate:
 

  • The Transaction tab lists all transactions tagged to a project. You can complete tasks directly from this screen, such as converting an estimate to an invoice.
  • The Time Activity tab breaks down your team’s work by date. It also provides the total cost of each employee and service you offer.
  • Use the income and cost columns in the Overview tab as guides. Make sure the correct column total increases when you add invoices, expenses, and weekly timesheets. If you’re using payroll, timesheets won’t increase your costs in the Overview column. You can see these costs on the Time Activity tab or your Time cost by employee or vendor report.
  • Review your Time cost by employee or vendor reports every month. Make sure you’ve correctly tagged all project-related work hours. If you’re missing hours or counting too many, your profit totals will be inaccurate.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around to help.

3 replies

ReymondOModeratorAnswer
Moderator
May 19, 2020

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @Lynn918.

We can perform some basic troubleshooting steps to fix this issue. This way, we can make that you're able to track all the bills that you've entered in QuickBooks.

 

Let's start by accessing your account through a private window. This a special mode where the browser doesn't record the browsing activity on the local device. You can access this by pressing these following shortcut keys:
 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

Once done, go back to the Project Profitability Report and check if all the bills are now showing. If it works, we can go back to your regular browser and clear its cache. If not, we can use a different supported browser instead. This might be a temporary issue with QuickBooks and the current browser that you use.


In addition, I've listed a guide on how you can track project costs and profits to make sure what you’re seeing is always accurate:
 

  • The Transaction tab lists all transactions tagged to a project. You can complete tasks directly from this screen, such as converting an estimate to an invoice.
  • The Time Activity tab breaks down your team’s work by date. It also provides the total cost of each employee and service you offer.
  • Use the income and cost columns in the Overview tab as guides. Make sure the correct column total increases when you add invoices, expenses, and weekly timesheets. If you’re using payroll, timesheets won’t increase your costs in the Overview column. You can see these costs on the Time Activity tab or your Time cost by employee or vendor report.
  • Review your Time cost by employee or vendor reports every month. Make sure you’ve correctly tagged all project-related work hours. If you’re missing hours or counting too many, your profit totals will be inaccurate.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around to help.

August 9, 2021

I have the same issue.  I have followed all of your steps.  The issue persists

AlexV
Level 10
August 9, 2021

Hi paula-tmsullivan!

 

Thank you for joining us here. Allow me to assist you with your bills.

 

This behavior when a transaction isn't showing on some areas in QuickBooks Online usually because of the browser error. You'll want to open and review the bills you entered and make sure the project is selected.

 

In addition, I suggest you contacting our Support Team if this issue persists. You can follow these steps:

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Bill".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

I've added some links you can check. These will show you the detailed steps on how to track the income, costs, and profitability by project:

 

Keep on posting here if you have additional concerns. We'll help you!

Lynn918Author
May 20, 2020

Thank you.  It worked after I cleared the cache. :)

August 9, 2021

I have the same problem.  I have tried everything and it does not correct the issue.  Have you resolved this issue?