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youngamyyoung
Level 2

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

We go to Projects, select the project, run the Project Profitability report, then click the bottom number and it would break down all income and expenses allowing us to essentially export a detailed project P&L.  Now I have to go into reports and customize it for each job.  Is anyone else struggling?
4 Comments 4
ReymondO
QuickBooks Team

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

I can see the significance of running the Project Profitability report when reviewing your income and expenses, @youngamyyoung. Let me share some steps to help you select the bottom number again and display the information you need.

 

Upon checking my sample QuickBooks account, I can still select the Net Income amount on the report. Let's perform some troubleshooting steps to see if the issue is related to cache build-up.

 

First, try opening your account in a private browsing window. This will help us identify if accumulated cache on your regular browser is causing the problem and fix it.

Use either of these keyboard shortcuts to access this mode:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

If it works, go back to your main browser and clear its cache. You can also use other supported, up-to-date browsers as an alternative.

 

Additionally, QuickBooks allows you to customize reports to display the specific information you need for your business.

 

If you have any more questions about running the Project Profitability report, don’t hesitate to ask. I'm always here to help.

youngamyyoung
Level 2

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

Yes that's exactly what we used to do, go to projects, select the project in question, select "project profitability" run report then select income and it breaks it all out then we export to Excel.  I am not able to select income for a breakdown anymore, neither is my book keeper.  We use MacBooks, not sure that would matter.  

youngamyyoung
Level 2

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

ALSO Labor / wages don't show on the profitability report at the project / job level reports any longer.  This is very frustrating, are these reports coming back at the project level?  The whole reason we use the more expensive platform is for "projects".  This is quite disappointing. 

earllanm
QuickBooks Team

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

I understand how it feels when you're unable to view the wages report on your profitability report, youngamyyoung. Let me walk you through the process to resolve this issue.

 

Upon checking on our end, there are no reported cases where clicking on the Net Income amount doesn't open a breakdown of income and expense transactions, including the payroll wages and labor costs.

 

If payroll wages and labor costs are missing from the Project Profitability report under Payroll Expenses, please ensure that paychecks are correctly allocated to the project. Then, follow these steps to run the project profitability report once again:

 
  1. Select Projects on the left navigation panel.
  2. In the Overview tab, please make sure that you choose Payroll Expenses from the See info based on the drop-down list.
  3. Go to the Project Reports tab.
  4. Select Project profitability.
  5. Check if the report shows the wages and labor costs. Then, click on the Net Income amount to see the breakdown.

 

If the issue persists, please contact our support team to open an investigation case for resolution by our product engineers. 

 

In the meantime, you can run Profit and Loss Detail report and filter to that project.

 

Here's how:

 

  1. Go to the Reports tab.
  2. In the search field, enter Profit and Loss Detail.
  3. Click the Customize button, then select Filter.
  4. Check the Customer box and choose the project you want to run a report.
  5. Hit the Run report button.

 

Moreover, you can check out these articles for proper guidance in running and personalizing reports in QBO:

 

 

Let us know if you have more concerns about running a report in QBO. You can reach out to the Community at any time. Have a good one.

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