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I know the reports you can run to learn about your project's profitability, @djd2020.
In QuickBooks Online (QBO), you can only pull up separate reports to track your project's estimates, purchase orders and its expected revenue and costs.
First, you can run the Project profitability report to know your expected income and expenses. Just make sure to choose Accrual as the accounting method to get these details.
Here's how to do it:
Also, estimates and purchase orders (PO) are considered non-posting transactions. Thus, there are separate reports for them. For this purpose, you can utilize a Transaction report instead.
To do this, you can click each amount on the Project profitability report. Then, customize it to show non-posting transactions only, and the income/expenses accounts. Please see the screenshot below for your reference:
Another option is to use the Estimates by Customer report for estimates and Open Purchase Order Detail for PO. Here are the easy steps how:
If you wish to save your report's customization settings, you can memorize them in QBO.
I'm still ready to back you up if you have other questions about reports in QuickBooks. I'm here to help you.
I know the reports you can run to learn about your project's profitability, @djd2020.
In QuickBooks Online (QBO), you can only pull up separate reports to track your project's estimates, purchase orders and its expected revenue and costs.
First, you can run the Project profitability report to know your expected income and expenses. Just make sure to choose Accrual as the accounting method to get these details.
Here's how to do it:
Also, estimates and purchase orders (PO) are considered non-posting transactions. Thus, there are separate reports for them. For this purpose, you can utilize a Transaction report instead.
To do this, you can click each amount on the Project profitability report. Then, customize it to show non-posting transactions only, and the income/expenses accounts. Please see the screenshot below for your reference:
Another option is to use the Estimates by Customer report for estimates and Open Purchase Order Detail for PO. Here are the easy steps how:
If you wish to save your report's customization settings, you can memorize them in QBO.
I'm still ready to back you up if you have other questions about reports in QuickBooks. I'm here to help you.
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