Custom project reporting in QBO

Lizaluuu1 · ‎April 16, 2024

Hello community -- I'm really struggling with reporting in QBO. I used to use QB Desktop for Mac, and it was easy to make custom transaction detail reports. I'm simply trying to make a transaction detail report by Project showing all the client invoices and vendor invoices that have been assigned to a project -- thus determining where I am in the budget. The existing project profitability summary is not useful as I use a WIP account in order to track my pass-through expenses from vendors (QBO does not recognize these as expenses since they are in a B/S account).

I would greatly appreciate some guidance on how to build a custom transaction detail report -- I can't figure it out or find the option in QBO. Thank you!

Liza

MorganB

Thanks for bringing your question forward here in the Community, Lizaluuu1.

I'm happy to provide some info about customizing reports in QuickBooks Online.

You can access the customization area of the Transaction Detail Report by clicking the "Customize" button in the top right corner of the page. Here you'll be able to access the Filter option where you can check the boxes for Vendors and/or Customers.

The following article provides additional info about customizing reports in QuickBooks Online.

If you need further customization options, you may consider submitting feedback to the Product Development Team for review. This can be done directly through your QBO account by clicking the Gear icon and choosing Feedback.

Please feel free to drop a comment below if you have any other questions or concerns. I'll be here to help in any way that I can.

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Custom project reporting in QBO

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