Thank you for visiting the community today, PLSwnc.
I understand how vital it is for your company to have a built-in report that automatically shows unbilled or billed transactions to specific customers as well as the account to which they are assigned. The time you'll save by not having to manually open the entries to see whether they are billable and the assurance that you won't miss one, particularly for a project, are two benefits of adding this functionality.
I recommend that you send this suggestion directly to our product engineers for consideration in future updates. Here's how:
- Tap the Gear icon in the upper right and choose Feedback under Profile.
- This will open a window where you can enter your suggestions.
- Make sure to key in your feedback in the field box.
- Click Next to submit it.
I don't want to leave you empty-handed. I've added some links to help you customize the information on a statement, including a list of the reports available in each QBO version:
To learn more about the Projects function and how to track your profitability, click here to view the full details of the article. It includes information on tracking expenses and items by a customer in the Expense section and adding existing expenses, invoices, or timesheets to a project.
If you need further assistance while working in QBO or have additional questions about billable expenses or projects, drop a comment below and tag my name. I'll jump right back in to help and make sure you're taken care of. Have a good one and stay safe, PLSwnc.
