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Level 3

Projects

I've been keeping track of projects on QBO.  I report the costs to management weekly.  When looking at the reports under Projects today, I see that some of the bills that I've entered, notating the project name, are not showing in the Project Reports.  I've spent a few hours looking at Youtube videos.  How come some of the bills I've entered show in the projects, and some don't.  The funny thing is most of the bills are from the same vendor.  I've checked to see that they were all entered in the same manner and they were!  Help, once again!

3 Comments
Highlighted
QuickBooks Team

Projects

Hello there, @Lynn918.

 

The report that shows in your bill and projects are separate. Let's make sure that you're adding your transactions correctly to show the correct amount in your report. Allow me to share a few information about this.

 

Nevertheless, please ensure that your creating a separate transaction for bill transaction.

 

You may find these articles helpful:

 

Please know that I'm here anytime you have other concerns. Have a great rest of your day!

Highlighted
Level 3

Projects

Hi Grace,

I don't think you read my entire post.  I've already viewed the links you attached.  Some of the bills that I enter under the Customer/Project do show up in the Project reports and some do not.  I've triple-checked every entered bill and they are all entered correctly and in the same manner but not all show up on the reports. 

When I enter a bill, I go to New, Bill, then enter the information, then under the Customer/Project drop down menu, enter the project, hit save.  Some bills show and some bills don't.  Very frustrating.  This has occurred on more than one project and does not give a clear picture of where you stand.  Thankfully I noticed a large bill was not included which began my research.  Something is truly not right.  I even deleted and re-entered bills through the Projects menu and still, they do not show up.  Please help.

Highlighted
QuickBooks Team

Projects

Thanks for the clarification, @Lynn918.


To sort this out, let’s try to run Project Profitability Report in QuickBooks Online.


Here’s how:

 

  1. Go to Project from your left navigation pane.
  2. Select the Customer/Project.
  3. Choose Project Reports.
  4. Under reports, click Project profitability.
  5. Select Customize to filter the needed details to show up.
  6. Choose All Dates under the Report period.
  7. Hit Run report.

 

If the bills are still missing from the report, I recommend contacting our Technical Support team. They have more tools that can check further to your account and offer a screen share session (with your permission) to fully evaluate the root cause of your issue.

 

  1. At the top right, select Help (?)
  2. Click Contact Us.
  3. Enter a brief concern then hit Let’s talk.
  4. Choose a way to connect with live support.

 

You can visit this link to get more information about organizing accounts in QuickBooks moving forward: Help articles.

 

Get back to this thread, in case you have additional queries. I’ll be right here.

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