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katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

I have double checked, all my invoices and payments are in the project center transactions. So it should be reflected on the project report..
Solved
Best answer June 17, 2020

Best Answers
Angelyn_T
QuickBooks Team

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

Hello, @katie42.

 

When creating a budget, you can subdivide it by customer/project to allocate a budget report for each project. 

 

Here's how:

 

  1. From the Gear icon select Budgeting under Tools.
  2. Click on Add budget.
  3. In the Name field, enter the budget name.
  4. Select the Fiscal Year and Interval of the budget.
  5. From the Subdivide by drop-down, choose Customer.
  6. Select the project from the Add subdivided budget for drop-down.
  7. Click Next.
  8. Enter the budget for your project in the corresponding accounts.
  9. Hit Save.

 

On the other hand, not all invoices show up on the income portion of the project profitability report, there will be times that it'll appear on the expense portion specifically if the invoice is allocated on an expense account.

 

To learn more about managing budgets and projects in QuickBooks Online, check out these articles:

 

Thanks for allowing me to help. As always, add a comment below if you have any other questions. I'll get back to you as quickly as possible. Keep safe!

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9 Comments
Anna S
QuickBooks Team

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

Thanks for joining the Community, @katie42.

 

Based on the details you provided about invoices and payments not showing up on your project reports, I recommend checking your transaction accounts. This will allow you to see if the filters on your transactions are causing them not to show up on your project reports. 

 

When you add transactions to your projects, you don't change how they're categorized or affecting your accounts. You're merely tagging them so you can track specific project income and expenses. You can use these articles for more information about projects:

 

 

Feel free to drop a line below if you have any other questions. I'm always here to lend a helping hand.

katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

From the way that I understand it, the project reports are generated off of the project transactions? If the transactions are all showing up in the project transaction tab, shouldn't those transactions be reflected on the project job reports as well? It's weird because some of the transactions are on the project report but some aren't, all of the transactions are on the project transactions tab.

katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

The way that I understand it, the project reports are generated off of the project transactions? If all of the transactions are showing up on the project transactions tab, then those transactions should be reflected on the transactions report as well? It's weird because all of the transactions are on the project transactions tab, but not all of those transactions are making it to the transaction reports.. 

Rejeil_O
QuickBooks Team

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

Thanks for getting back here in the thread @katie42,

 

Let me step in and share with you my ideas about the project report in QuickBooks Online. If the missing transactions are recorded from your timesheet to your payroll, it will not show in your project report. However, you can create a Journal Entry to add them to the project report.

 

You can follow these steps on how to create Journal Entries in QuickBooks Online. Here's how:

 

  1. Go to the + New icon.
  2. Select Journal Entry.
  3. Fill out the fields to create your journal entry.
  4. Select Save and new or Save and close.

 

If you'll have questions about journal entries and also the project features in QuickBooks Online, you can refer to this link: QuickBooks Online Help Article.

 

Fill me in if you need more help by leaving a comment below. I'll be around in the Community to help. Take care and have a great day!

katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

We don't run payroll through quickbooks. I make journal entries to get the amounts into quickbooks.

katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

I should probably clarify. We don't use time sheets. The missing transactions on the project reports are some invoices off of an estimate. The invoices are assigned to the project, they are showing up in the project transaction area. It's almost 50/50 some invoices make it to the report and some don't.. 

ReymondO
QuickBooks Team

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

Thanks for getting back to this thread, @katie42.

 

Yes, you're right. The transactions in the Transactions tab should be reported in the Project Reports window as well. 

 

However, we need to make sure that the product and services that you're using are linked to an income account. This can be the reason why you're unable to view the invoices in the Project profitability report. Please take note that this report will only show the income and expense accounts that are linked to your project.

 

To check this out, open the product and services that were used in the project's invoices. Then, go to the Income account drop-down arrow and make sure that you're using an income account. You can check the screenshot below as a reference.

 

In addition, you can customize your project reports in QuickBooks Online. This way, it would be easy for you to view the transactions that matter the most. 

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

katie42
Level 2

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

That might be why. When I create an estimate I'm creating a budget. I put in allocated amounts for expense and income accounts into our estimate. Then when the expenses come in, I then assign them to that project. The idea is that we can then see how much of that allocated amount is used or not used when pulling a project report for each job. Are project reports not set up to reflect a budget? Or am I just not doing it right? Thank you!

 

- After I wrote this, I went and checked a project. The project report shows two invoices, but is missing two other ones. The two that show up have allocated amounts to expense accounts in them as well.. I figured I would leave the top part of this reply, so you could kind of see structure I use.

Angelyn_T
QuickBooks Team

Is anyone having issues with the project center? I keep trying to pull project reports, but not all invoices and payments are making it to the report.

Hello, @katie42.

 

When creating a budget, you can subdivide it by customer/project to allocate a budget report for each project. 

 

Here's how:

 

  1. From the Gear icon select Budgeting under Tools.
  2. Click on Add budget.
  3. In the Name field, enter the budget name.
  4. Select the Fiscal Year and Interval of the budget.
  5. From the Subdivide by drop-down, choose Customer.
  6. Select the project from the Add subdivided budget for drop-down.
  7. Click Next.
  8. Enter the budget for your project in the corresponding accounts.
  9. Hit Save.

 

On the other hand, not all invoices show up on the income portion of the project profitability report, there will be times that it'll appear on the expense portion specifically if the invoice is allocated on an expense account.

 

To learn more about managing budgets and projects in QuickBooks Online, check out these articles:

 

Thanks for allowing me to help. As always, add a comment below if you have any other questions. I'll get back to you as quickly as possible. Keep safe!

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