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Highlighted
Level 1

projects overview display

I am working with a nonprofit and have set up projects for them in quickbooks online.  It is a great way for our organization to track the many projects being managed, but I am having a problem with the projects overview display and am not sure if it is a setting error, wanted to see if anyone else experienced this.

 

My projects & associated transactions are set up properly, and I can open individual projects and can get to the reporting feature (eventually...) to see each individual projects' profitability report, and they are correct, but when I look at the main 'projects' page/overview I do not get the profitability bar graphs and percentages that I see when I look up the 'updated' feature online, ie here 

https://www.youtube.com/watch?v=V7oS_q4St1I

I only get the list of customer/project name (text only), time and action columns. The settings icon doesn't offer any other options.  I do not use time tracking for any of my projects.  In the online information I have seen there are bar graphs of income & cost next to the customer name, and there is a profit margin column not available to me.  

 

We use Quickbooks Online Plus and I am not an admin.

 

Thank you for any insight

Solved
Best answer February 20, 2020

Best Answers
Highlighted
QuickBooks Team

projects overview display

I appreciate the details that you gave, @treeshj.

 

Being able to view the profitability bar graphs and percentages for projects in QuickBooks Online is only visible to admin users. To see this information, you may ask for a screenshot of the project details from the admin.

 

I've added here some links that you can scan through about tracking income, costs, and profitability by project in QuickBooks Online:

I've got your back if there's anything else that you need. I'll make you're taken care of. Have a pleasant day!

View solution in original post

1 Comment
Highlighted
QuickBooks Team

projects overview display

I appreciate the details that you gave, @treeshj.

 

Being able to view the profitability bar graphs and percentages for projects in QuickBooks Online is only visible to admin users. To see this information, you may ask for a screenshot of the project details from the admin.

 

I've added here some links that you can scan through about tracking income, costs, and profitability by project in QuickBooks Online:

I've got your back if there's anything else that you need. I'll make you're taken care of. Have a pleasant day!

View solution in original post

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