Can you run report by project and "category"?

Welcome and thank you for choosing QuickBooks Online (QBO), @theaann.

I can share you with some information on how to track your expenses and generate a report out of them. 

You can use class tracking when organizing your developmental projects. From here, you can organize your customer and vendor transactions by class. This allows you to see your sales, costs, and profitability by company segment in greater detail.

For more information about class tracking and setting it up, refer to this article: Turn on class tracking in QuickBooks Online.

From here, you can set the expense or income categories for your products and services. See this article for more information: Change the account for a product/service item.

When you run reports to see your sales, costs, or profitability by segment, check out this article for detailed guidance: Run reports by class. 

Here are also some video tutorials that can help you get started with QuickBooks Online: Video tutorials for QuickBooks Online. 

I'm always here to provide help and answer any questions that you may have about your reports and categories. Have a great rest of the day!

So I would create projects and then create classes for the categories I am trying to organize by (for example mechanical, controls, and software) and assign those classes to expenses?

Good morning, @theaann. 

Thanks for reaching back out to the Community. I'd be more than happy to answer your question about running a report by project and "category." 

Yes, that's correct! All you need to do is create the project and then the classes (as categories) to properly organize this information you want to be listed on a report. 

Refer back to these guides if you need the steps or more details on the subject: 

• Get started with class tracking in QuickBooks Online

• Turn on class tracking in QuickBooks Online

• Run reports in QuickBooks Online

If you have any other questions, don't hesitate to ask. I'm only a post away if you need me. Have a great day and weekend ahead!