I can help you generate comprehensive project details for your clients, Dawn, to ensure they have all the necessary information.
The option to run a project statement is unavailable. I see how essential this functionality could be for your unique business needs, so I recommend sending feedback to our product development team.
Here's how:
Always remember that your input matters. You can continue tracking your recommendations through our QuickBooks Online Feature Requests website.
In the meantime, we can get the list of transactions associated with the project when we open it and then print or export it to Excel. You can follow these step-by-step guide:
Another alternative is to pull up the Transaction Detail by Account to get all transactions associated with the project.
To pull up the Transaction Detail by Account report:
Furthermore, you have the option to memorize the reports you've customized. This way, you won't have to do the customization process again.
After successfully following the steps, you should be able to send your client a copy of your project containing its associated transactions. Drop me a comment below if you need more help. Have a good one!
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