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Lillian-Ackles
Level 1

does everyone else have the "project report" function? I have two accounts for two businesses. one has it and the other doesn't. mind you one is for Brazil and one US

I need the project report option for Brazil in order to input the data into excel

1 Comment 1
EduardA
QuickBooks Team

does everyone else have the "project report" function? I have two accounts for two businesses. one has it and the other doesn't. mind you one is for Brazil and one US

There's a possibility that your QuickBooks subscription doesn't include project report feature, Lillian. Here are some insights regarding this matter.

 

Currently, the project report feature is only available in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Online Accountant. Please note that QBO Brazil has already been discontinued. If your Brazil-based company is under a US subscription, I highly recommend upgrading your plan.

 

To do this, follow these steps:

 

  1. Go to the Gear icon and select Subscriptions and billing.
  2. Make sure your payment info is up to date.
  3. In the QuickBooks Online section, select Upgrade your plan.
  4. Review the available plans and then select Choose plan.
  5. Follow the on-screen steps to upgrade your plan.

 

Once done, you can now manage your projects and input your data into Excel file. To better guide you in exporting reports in Excel, open this link: Export your reports to Excel from QuickBooks Online.

 

Additionally, kindly refer to this article to create your own reports: Customize reports in QuickBooks Online.

 

Furthermore, if you need professional assistance from a bookkeeping expert, consider getting in touch with our QuickBooks Live Expert Assisted team.

 

If you have any additional questions or require clarification regarding the project report feature in QuickBooks, please feel free to share your inquiries in the comments section. The Community is ready and available to assist you.

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