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Use reports to track your project profitability and progress

by Intuit•17• Updated 2 months ago

Learn about the latest project financial reports exclusively for QuickBooks Online Advanced.

We offer a suite of financial reports to help you track your projects.  Here’s how to run the reports and the list of reports available to you.

Run project reports

  1. Go to Projects.
  2. Select any project. 
  3. Select the Project Reports tab.
  4. Select an individual report for the current project, or select Reports for all projects.

See available project reports

Report nameDescription
Estimated costs/incomeWhat you predict you’ll spend and make on a project, or all projects
Actual costs/incomeWhat you really spend and made for a specific project, or all projects
Work in progressSee the progress of your project at a glance.  View the percentage of what you spent so far vs. your estimate
Estimate and progress invoicingStay on top of project billing and know what your customer paid.View the percentage of what you’ve earned so far vs. your estimate.  
Project profitability summaryUnderstand how profitable your projects are. This report gathers income and expense data to show the financial success of each project.

Table with project report names and descriptions

QuickBooks Online Advanced

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