Use project reports in QuickBooks Online Advanced

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

QuickBooks Online Advanced now offers reports geared toward project-based businesses. These include:

• Estimates vs Actuals (for a specific project or all projects)
• Work in Progress (for all projects)
• Estimate and Progress Invoicing (for all projects)

What to know about these reports

Estimates vs Actuals (specific project or all projects): 

• Estimated costs/income: What you predict you'll spend and make on a project, or all projects. 
• Actual costs/income: What you really spent and made for a specific project, or all projects.

Work in Progress (for all projects): 

• See the progress of your project at a glance.
• View the percentage of what you spent so far versus your estimate.

Estimate and Progress Invoicing (for all projects): 

• View the percentage of what you’ve earned so far versus your estimate.
• Stay on top of project billing and know what your customer paid. 

How to run these reports

From the Projects tab:

1. Go to Projects (Take me there).
2. Select any project, then Project Reports.
3. Select an individual report for the current project or Reports for all projects. 

From the Reports tab:

1. Go to Reports (Take me there).
2. Search for and open one of these project-based reports.
3. Customize as needed.