QuickBooksHelpIntuitUse reports to track your project profitability and progress in QuickBooks Online Advanced or Intuit Enterprise Suite
by Intuit•34• Updated 1 week ago
Learn about the latest project financial reports exclusively for QuickBooks Online (Plus or Advanced) and Intuit Enterprise Suite.
If you have employees and want to track their time, consider QuickBooks Online Payroll Premium or Elite. This also includes advanced time tracking options like time off requests, mobile time entry, and scheduling.
We offer a suite of financial reports to help you track your projects and maximize your project profitability. Here’s how to run the reports and the list of reports available to you.
Run project reports
- Go to Projects, then select All project list.
- Select any project.
- Select the Project Reports tab.
- Select an individual report for the current project, or select Reports for all projects.
See available project reports
| Report name | Description |
| Estimated costs/income | What you predict you’ll spend and make on a project, or all projects |
| Actual costs/income | What you really spend and made for a specific project, or all projects |
| Work in progress | See the progress of your project at a glance. View the percentage of what you spent so far vs. your estimate |
| Estimate and progress invoicing | Stay 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 summary | Understand how profitable your projects are. This report gathers income and expense data to show the financial success of each project. |
| Project status | See an overview of all your active project's progress, notes, key dates, and other project details. |
| Project costs detail | Understand the cost of each project to manage it efficiently and get a complete overview. |
| Project costs by vendor and project | Track spending across projects, manage vendor relationships, and control expenses. |
| Open balances by customer and project | Manage outstanding balances and follow up on invoices for better cash flow. |
| Time by employee and project | Track employee time on projects to manage workforce and boost productivity. |
| Profit and loss by project | View project profits and losses to see how well your projects are doing. |
| Unbilled time and expenses by project | Track all billable time and expenses for each project. |
| Change order report | Monitor all project adjustments with Change Orders in various statuses. |
| Unallocated project amounts | View transactions that are unassigned or partially assigned to a project, organized by type and date. |
| Cost to complete by project | Forecast your final project costs based on the latest real time costs. |
| Committed cost by project | See all actual costs that haven't been incurred yet for a project. |
| Unpaid bills by project and vendor | Stay on top of any unpaid bills by project and vendors |
Table with project report names and descriptions
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