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gstraka
Level 3

Why does a bill split between a project and a regular expense show in total on a project report

The total bill shows and is included in the project report even though only one line was charged to the project
Solved
Best answer December 16, 2020

Best Answers
SarahannC
Moderator

Why does a bill split between a project and a regular expense show in total on a project report

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:

  1. Click the Magnifying Glass at the upper-right corner.
  2. Select Bill as the type of transaction and select other required options.
  3. Then, Search.
  4. Open the transaction and remove the customer/project associated on the item/account.
  5. Then, save it again to reflect the changes.

 

Sample screenshot:

h.PNG

 

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.

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4 Comments 4
SarahannC
Moderator

Why does a bill split between a project and a regular expense show in total on a project report

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:

  1. Click the Magnifying Glass at the upper-right corner.
  2. Select Bill as the type of transaction and select other required options.
  3. Then, Search.
  4. Open the transaction and remove the customer/project associated on the item/account.
  5. Then, save it again to reflect the changes.

 

Sample screenshot:

h.PNG

 

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.

BST3
Level 2

Why does a bill split between a project and a regular expense show in total on a project report

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.

AbegailS_
QuickBooks Team

Why does a bill split between a project and a regular expense show in total on a project report

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

BST3
Level 2

Why does a bill split between a project and a regular expense show in total on a project report

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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