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Hello there, gstraka.
When splitting the bill between a project and a regular expense will show in total on a project report if you've included customer/project on every line item. We can go ahead and double-check by opening it again. Then, make sure not to include the project on the item/account. This is to ensure not to show the amount in the project report.
Here's how:
Sample screenshot:
Once done, run the project report one more time to double-check if the data is showing accurately. Also, you can check out these links for more information about exporting, printing, emailing and customizing reports in QBO:
Let me know if you have other questions. Take care always and stay safe.
Hello there, gstraka.
When splitting the bill between a project and a regular expense will show in total on a project report if you've included customer/project on every line item. We can go ahead and double-check by opening it again. Then, make sure not to include the project on the item/account. This is to ensure not to show the amount in the project report.
Here's how:
Sample screenshot:
Once done, run the project report one more time to double-check if the data is showing accurately. Also, you can check out these links for more information about exporting, printing, emailing and customizing reports in QBO:
Let me know if you have other questions. Take care always and stay safe.
I have a similar issue. The project has an expense invoice charged with a different project for different lines (4 lines, 4 different projects). The full invoice total is in the transaction report, but the $0 is included in the total costs of the project on the overview screen. This is causing an issue with accuracy of the project reports showing total spend.
Thanks for providing detailed information on your concern, @BST3. I understand that handling project expenses and their allocation to different projects can be complex. I'd be more than happy to assist you with your QuickBooks Online transactions to ensure the accuracy of your books.
Let's make sure the expenses are assigned to the right projects. You might also have a billable charge meant for another project that was added to just one invoice.
Furthermore, sharing a screenshot and the report you generated would enhance our understanding of the situation and enable us to offer more precise assistance.
Additionally, you can refer to the following articles that contain step-by-step instructions on how to calculate profits, cost by project, and other related topics:
You can also check out this article that includes a video tutorial about project reports: Run and Use the Project Report
Keep in touch with me here should you have any additional questions or concerns working with projects. Stay safe
So I figured it out, the tax type on the expense account was set to payroll cost, which was causing it to be excluded from the project costs. I changed the tax type on the expense account and it is now included in the project costs.
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