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bakerinfomgmt-gm
Level 1

Is there a Summary report on Projects showing Project Name, Income, and Cost of Goods Sold as of a specific end date?

The project listing on the projects tab does not have a date filter option.
1 Comment 1
Trish_T
QuickBooks Team

Is there a Summary report on Projects showing Project Name, Income, and Cost of Goods Sold as of a specific end date?

Hi bakerinfomgmt-gm,

 

Welcome to Community!  QuickBooks Online Projects feature is a dynamic was to track job profitability effortlessly.  You van review the associated reports, and customize them to see what matters most.  I'd be happy to help!

 

Here's how to run the report:

 

1. From the left menu, open Projects

2. Select the project you want to run the report for

3. Click on the Project Reports tab

4. Hit View next to the Project profitability report

5. Select Customize and us the dropdown menu to select the Report period

6. Scroll down and click on Filter

7. Place a checkmark to include the Distribution account and use the dropdown menu to select All income/Expense accounts

8. Checkmark the box to include the Products/Service, Supplier, specified Customer, and any other fields you want on the report

9. Hit Run report

You're all set!

 

If you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly, and ensure you get the best report for your specific business needs.

 

Feel free to reach back out if you have any other questions.  We're always glad to assist!

 

 

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