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Level 1

PROJECTS only Profit and Loss

I would like to create a P&L report of JUST the Projects I have created in my system and not all of the 'customers'. Since I didn't start using projects until recently, it's a very messy report. I can't find an option to only show "Projects" (or even sub customers - if that is another term for the same thing). Any help would be appreciated! 

3 Comments
QuickBooks Team

PROJECTS only Profit and Loss

Hi there, @TDavisFSBDC.

 

It's nice to have you here on the Community page. I'm happy to share with you the steps on how you can customize the Profit and Loss report to only display the customers or projects needed.

 

Here's how:

 

  1. Click on the Customize button from the reports page.
  2. Go to the Filter section, then check the box beside Customer.
  3. From the Customer drop-down, choose the customers/projects you want to add.
  4. Tap on the Run report tab to refresh the page.

For additional tips about running and customizing reports in QuickBooks Online, you can check out this article: Run reports in QuickBooks Online.

 

If you want to memorize the current customization of your reports, you can as well read the instructions from this link as your guide.

 

I'm looking forward to hearing from you again. If you have any other questions about your report, please feel free to add a comment below. I'm always here to help. Keep safe!

Level 1

PROJECTS only Profit and Loss

Agreed. That is ONE way to do it, but I would have to change the report to add each new project individually. In QB Desktop, I can choose Customers:Jobs.  I don't see an option to only choose Projects in QBOA.  I might be missing it as an option. 

QuickBooks Team

PROJECTS only Profit and Loss

It's nice to have you back, @TDavisFSBDC.

 

At this time, being able to pull up a report which is specific to projects isn't available. The steps shared by Angelyn_T above is the option where you can select the customer's projects in QuickBooks Online.

 

However, you can export the report above and export it to Excel. This way, you'll be able to have the list and the details of all the projects that you have. Just click on the export button at the top of the report and select Export to Excel

 

To give you more insights regarding the different types of reports that you can pull up in QuickBooks Online, please see this link: Learn which reports are available for your version of QuickBooks Online.

 

Know that our developers are constantly working and considering new features to be added to the program. This way, we can cope with your business needs.

 

You can always visit our QuickBooks Online Blog site to be updated with our product road-maps.

 

I'll be around to help if there's anything else that I can assist you with. Have a good one!

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