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I need a report that shows revenue and expenses posted to PROJECTS.
I want the following columns in my revenue report.
I want the same for project costs as follows.
But I'm not seeing a was to include PROJECT as a column.
Can anyone help?
Hello @Bookkeeper Bob1,
You can pull up and customize your Transaction List by Date report to see your project indicated in one of the columns.
From here, your project is indicated in the NAME column. I'm adding a few references here to learn more about how you can save your report after customizing it.
Keep me posted in the comments if you have any other questions.
I find that this works with (sales) invoices. The Customer:project does appear in the NAME filed.
But, it doesn't work that way with (vendor) bills, expense or checks. In this case the NAME field displays the Vendor.
Got any other ideas to get the report I need>
Appreciate your help.
You can use the Transaction Detail by Account report and filter it to view the vendor transactions billable to your projects. Let me walk you through how.
The screenshot below will show you how it looks like.
You might also want to check the available project reports to see how much you're making or losing on the project. Here's how:
Learn more about the project feature by clicking this link: Set up and create projects in QuickBooks Online. Feel free to also visit our page for tips and recommendations about income and expenses.
Should you have other questions and concerns, please let me know. I'll be around for you. Thanks for posting and keep safe.