How do I see what customer/project is allocated to what category on a bill WITHOUT opening each bill? Is there a report?
Solved! Go to Solution.
Welcome to the Community, @SESPower.
I'd be happy to guide you to see the projects and categories on a bill through reports in QuickBooks Online (QBO).
To begin, you can use the Transaction list by Split report to show the category used in a bill. To show the only projects, you have to customize it by filtering the date, and the name of the projects.
Here's how:
Additionally, you can reorder the columns by clicking the Gear Icon of the reports.
I will also include a helpful article that guides you in memorizing reports: Memorize reports in QuickBooks Online.
Please feel free to leave a comment below if you have any concerns regarding the transaction list by split report or any other QBO-related issues. We are always here to assist you.
Welcome to the Community, @SESPower.
I'd be happy to guide you to see the projects and categories on a bill through reports in QuickBooks Online (QBO).
To begin, you can use the Transaction list by Split report to show the category used in a bill. To show the only projects, you have to customize it by filtering the date, and the name of the projects.
Here's how:
Additionally, you can reorder the columns by clicking the Gear Icon of the reports.
I will also include a helpful article that guides you in memorizing reports: Memorize reports in QuickBooks Online.
Please feel free to leave a comment below if you have any concerns regarding the transaction list by split report or any other QBO-related issues. We are always here to assist you.
Oh my gosh, it actually worked!!!! Do you know how many other support questions I went through to try to find the answer only to do the steps and it not be what I need? A LOT! Thank you!
That's good to hear, @SESPower.
On behalf of my colleague, @Clark_B, it's our pleasure to help you find a way to view the projects and categories on a bill. Please know that your concerns are our utmost priority, and we want to provide you with the most accurate solutions that fit your every concern.
Leave us a comment or a reply if you have other concerns about QuickBooks. The Community is always here to help and guide you throughout the process. Have a great day!
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