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Best answer September 08, 2023
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I can see the importance of being able to sort the report by customer. I have some options that I can suggest on what you can do about it, weeks.
Using the Projects feature, aside from having the option to add income, expenses, and labor costs, you can run project-specific reports from a single dashboard.
You'll want to run the Project Profitability report by project so it will show up per customer's data or export the report to an Excel file so you can sort the information from there. To do so, follow the steps outlined below:
- Go to the Projects tab.
- Select the report you want to export.
- At the top of the report, select the Export icon. Then select Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
To know more about how you can export reports so you can use them outside QuickBooks, learn from this article for more details: Export Your Reports To Excel From QuickBooks Online.
Furthermore, learn how you can save current customization settings for reports in QuickBooks. Check out this article for reference: Memorized Reports In QuickBooks Online.
Feel free to let me know if you have any questions using project reports. I'll be right here in case you need further assistance.
I can see the importance of being able to sort the report by customer. I have some options that I can suggest on what you can do about it, weeks.
Using the Projects feature, aside from having the option to add income, expenses, and labor costs, you can run project-specific reports from a single dashboard.
You'll want to run the Project Profitability report by project so it will show up per customer's data or export the report to an Excel file so you can sort the information from there. To do so, follow the steps outlined below:
- Go to the Projects tab.
- Select the report you want to export.
- At the top of the report, select the Export icon. Then select Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
To know more about how you can export reports so you can use them outside QuickBooks, learn from this article for more details: Export Your Reports To Excel From QuickBooks Online.
Furthermore, learn how you can save current customization settings for reports in QuickBooks. Check out this article for reference: Memorized Reports In QuickBooks Online.
Feel free to let me know if you have any questions using project reports. I'll be right here in case you need further assistance.
