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JQ2
Experienced Member

Can you do a filter for Project to open purchase order and closed purchase order to have more accuracy for the project costing? Thank you.

 
3 Comments
Anonymous
Not applicable

Hi, JQ. Filtering a project report to show Purchase Orde...

Hi, JQ.

 

Filtering a project report to show Purchase Orders is unavailable. All expense transactions that have projects are stated on the costs side of the report. They are also categorized with their posting accounts and not with their transaction types.

 

Lastly, Purchase Orders are non-posting transactions and won’t show in your reports unless converted to a bill. Therefore, deleting them won’t really affect your project accuracy.

 

Post a question again if there’s anything else you need.

Not applicable

Re: Hi, JQ. Filtering a project report to show Purchase Orde...

Hi there. We are trying to find a way to deliver real time project costing using QBO.

We understand that a Purchase Order (PO) is non-posting, but we need a way to include those open POs in a job costing report.

Any suggestion how to do this?

Thank you.

QuickBooks Team

Re: Hi, JQ. Filtering a project report to show Purchase Orde...

Hello there, @dangga00

 

Yes, purchase orders are non-posting transactions. These are not reflected on your report totals. With this, there isn't currently a way to include those open POs in your job costing report.

 

I personally know how this feature is beneficial to your business. It helps improve your experience in using the program so I'll take note of this. I'd suggest browsing these Help Articles. These resources help you efficiently manage your account, income, expenses, and learn more about the software. 

 

If I can be of further assistance, I'm just a comment away. Take care always, @dangga00