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sunshine203
Level 1

How so i see and print a list of projects (with the customer name as well)?

 
1 Comment 1
Jen_D
Moderator

How so i see and print a list of projects (with the customer name as well)?

Thanks for reaching out to us today, @sunshine203.

 

Let me guide you through the steps to print the list of your projects alongside the customer names.

 

For this, you'll need a Project Profitability Summary report. To generate the reporting, follow the steps below:

 

  1. Go to the Reports menu.
  2. From the report finder, look for Project Profitability Summary.
  3. Once done, update the Report period or Accounting method. The report will display the project name on the first column and the customer name on the second column.
  4. If you need additional customization, click the Customize button on the report. Here's an article to customize reports in QuickBooks Online.

 

I'm sharing these articles to help you manage your project and its reports:

 

 

Please post again if you have follow-up questions about the project feature and reports. I'll be more than happy to assist you anytime. Have a great rest of the week!

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