Hello all QB experts! I have something simple that I cannot get to work, but feel that it's complex enough to even challenge the most senior expert QBO employee (we had two cases started and they closed each case with no resolution, after 4+ hours on the phone, not sure why). So, I'm moving to the community and sharing in hopes that another company or user or QB employee has the same set up and actually has it working.
Our current product configuration is QBO Advanced integrated with QBO Payroll integrated with QB Time/TSheets. In QBO Advanced we established Projects for each Customer. The Projects automagically import to QB Time/TSheets as advertised. We then assigned the Projects to our employees so they can job cost their hours to specific Projects. Employees submit their Timesheets in QB Time/TSheets and Supervisors approve them. Administrators click the Export button and all approved Timesheets in QB Time/TSheets for each Project are imported back to QBO Advanced like clockwork. QBO Payroll is then processed in the QBO Advanced Payroll section and Payroll is processed without a hiccup. Direct deposits are made and then the following day the banking transaction appears for review and matches are made and categorized as expected.
Now we come to the part where the magic is supposed to happen according to QB Videos; we click on Projects and go the Project we want to take a look at from a reporting perspective, specifically "Costs." To the right of "Costs" there is a drop down with the options "Hourly Costs" and "Payroll Expenses." When you click "Payroll Expenses" we're supposed to see a "Payroll Expenses" account under the "Expenses" section under "Costs" which should be further decomposed to "Company Contributions," "Wages," and "Taxes" - matching the corresponding COA. But, nothing shows up. We've done everything the video said to do, but Payroll Expenses do not show up as advertised. To make matters worse, the P&L by Customer then doesn't segregate by cost objective either because the Payroll Expenses get moved to the "Not Defined" area of the P&L by Customer Report.
I'm curious if there is any QB Jedi/Wizard that knows exactly how to get this to work as advertised, or is it really a feature that doesn't work. Here is a link to the video that we're trying to replicate:
How to Use Project Profitability Reports in QuickB... (intuit.com)
I'm hoping someone can help me with this issue! Thank you in advance for your time and consideration if you take up the challenge and save the day!
