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mandyarnold771-m
Level 1

Can I run a report on a Project which consists of Classes that we have set up?

In a construction company. I need to run a report per Project which includes Classes
Solved
Best answer September 03, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

Can I run a report on a Project which consists of Classes that we have set up?

Hello Mandyarnold771-m, 

 

Welcome to the Community page, 

 

Yes you can, if you have classes switched on, you can run an individual profitability report for each project by following these steps

 

  1. on the left panel click projects
  2. click the project name, and select the project reports tab
  3. click the view link in line with project profitability (without time costs)
  4. select the report period, and click run report

you can also customise the report to include other projects or run a separate report called profit and loss by customers. this report allows you to view income, expenses, and net income (profit or loss) to all customers or projects. 

 

with regards to the custom fields, you can add the option by following these steps:

 

  1. click the gear icon located in the upper right -hand corner
  2. under your company, click account and settings
  3. click sales on the left menu, and select the sales form content to expand
  4. enter the custom field name and click save and then done 

The option will appear in customer transactions like invoices or sale receipt. You can also run a transaction list by customer report and customise it to add the custom fields as a column. 

 

View solution in original post

1 REPLY 1
Ashleigh1
QuickBooks Team

Can I run a report on a Project which consists of Classes that we have set up?

Hello Mandyarnold771-m, 

 

Welcome to the Community page, 

 

Yes you can, if you have classes switched on, you can run an individual profitability report for each project by following these steps

 

  1. on the left panel click projects
  2. click the project name, and select the project reports tab
  3. click the view link in line with project profitability (without time costs)
  4. select the report period, and click run report

you can also customise the report to include other projects or run a separate report called profit and loss by customers. this report allows you to view income, expenses, and net income (profit or loss) to all customers or projects. 

 

with regards to the custom fields, you can add the option by following these steps:

 

  1. click the gear icon located in the upper right -hand corner
  2. under your company, click account and settings
  3. click sales on the left menu, and select the sales form content to expand
  4. enter the custom field name and click save and then done 

The option will appear in customer transactions like invoices or sale receipt. You can also run a transaction list by customer report and customise it to add the custom fields as a column. 

 

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