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Use reports to track your project profitability and progress in QuickBooks Online Advanced or Intuit Enterprise Suite

by Intuit32 Updated about 3 hours 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

  1. Go to Projects, then select All project list
  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.
Project statusSee an overview of all your active project's progress, notes, key dates, and other project details.
Project costs detailUnderstand the cost of each project to manage it efficiently and get a complete overview.
Project costs by vendor and projectTrack spending across projects, manage vendor relationships, and control expenses.
Open balances by customer and projectManage outstanding balances and follow up on invoices for better cash flow.
Time by employee and projectTrack employee time on projects to manage workforce and boost productivity.
Profit and loss by projectView project profits and losses to see how well your projects are doing.
Unbilled time and expenses by projectTrack all billable time and expenses for each project.
Change order reportMonitor all project adjustments with Change Orders in various statuses.
Unallocated project amountsView transactions that are unassigned or partially assigned to a project, organized by type and date.
Cost to complete by projectForecast your final project costs based on the latest real time costs.
Committed cost by projectSee all actual costs that haven't been incurred yet for a project.
Unpaid bills by project and vendorStay on top of any unpaid bills by project and
vendors

Table with project report names and descriptions

QuickBooks Online Advanced

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