Editing the Default columns on Project Reports

Good day, @jkscatena.

Thanks for sharing your concern with us and providing an additional screenshot.

For now, the option to change the default settings on your report is unavailable in QuickBooks. You'll have to manually customize its settings to view the details that you needed.

However, you can use save its customization by memorizing the report. Let me show you how:

1. Go to Reports and open the Project Expenses report.
2. Select Customize.
3. Once the report is customized the way you like it, click Run report and select Save customization.
4. In the Custom report name field, enter a descriptive name for the report.
5. If you want to add this report to a group, select Add this report to a group. Then, choose an existing group or create a new one. 
6. After the desired options are set, click Save.

To find the report or group of reports:

1. Go to the Reports menu and select Custom Reports.
2. You'll see a list of all memorized or group of memorized reports.

For more info on customizing your reports, you can check out this article: How to get the most out of your financial reports in QuickBooks Online.

Keep me posted if you need anything else or if you have other questions about managing your reports in QuickBooks. I'll be here to help. Have a great weekend.

Thank you for your answer.

I've been using these Custom reports and they are super useful - but that's not what I'm questioning here.

For each project, the expenses report needs to be customized. But it's used only once, so there's no reason to save as a Custom Report.

I'm asking if the Project Expenses default report can be changed.

Hello there, @jkscatena.

Currently, you're able to get the most of the Project Expenses report by customizing it in QuickBooks Online (QBO). You can apply multiple filters to update things like the accounting method, reporting period, and number format.

The Project Expenses report's data is solely based on your project accounts and transactions. With this, manually changing its default amounts/information isn't an option. 

You can use the Projects feature to track job costs and helps you stay organized with your project income, expenses, and profitability. To answer the most frequently asked questions about it, I'd recommend checking out this article: Projects FAQ.

Let me know if you have other concerns or follow-up inquiries about project reports in QBO. I'm just around to help. Take care always.

What I really need is to make the Project Report "cleaner", removing columns that, for me and for tracking the Project expenses, are useless...

• Split, Num - don't give me any extra information
• Account - the report is already grouped by account per default, so this is a repeated information
• Balance - doesn't help either, as the sum of expenses is more relevant.

   

It's very annoying having to customize the report columns every time I need to generate the PDF files of these reports.

There's an option - when reordering the columns - to "Reset to Default". It would be great to be able to edit this default to the layout that serves me better.

We appreciate your suggestion, jkscatena.

At times, the product updates are based on customer's suggestions. We'll surely take note of this to elevate your QuickBooks reporting experience.

You can check our QuickBooks Blog for the latest updates. We post new product features and updates that'll guide you on how to use QuickBooks better.

If you have other suggestions, you can always leave a reply here. 

i have the same issue. this product has been around long enough for someone to figure this out. I also do not need half the displayed columns and find it enormously frustrating that I cannot create my own default. the other thing that is totally annoying is the fact that you cannot turn off auto check numbering. NOT everything is a check!!! In fact who uses checks anymore anyway?

QBO is the worst product. 

Yes, please make the report defaults an option to customize. Very annoying to have to remove/add columns each time. 

Thanks for joining in this conversation, @Gayledit.

This is not the experience I want to undergo. I know how important to have default columns in Project reports in your QuickBooks Online account. This way, you can save time in adding some data. So, I'll take note of this idea. 

The best option that I can think of right now is to run the Project profitability report. This report contains how much you're making or losing on the project you've worked on. You can customize it to memorize the report. This will help you save time since it automatically updates every time there are newly added transactions.

Here's how: 

1. Go to the Project button on the left pane. 
2. Hit the specific project name. 
3. Click Project Reports, then tap View inline in Project Profitability (without time costs). 
4. Press Customize on the left side, then makes the necessary changes. 
5. Hit Save customization. 
6. Complete the required data, then tap Save. 

After that, please go to the Custom report to review the work. From there, you can only edit the date to check the data.

For more details, visit this article: Memorize reports in QuickBooks Online.

Additionally, please browse these pages below about maintaining your project data and other associated matters. 

• Track income, costs, and profitability by project
• Projects FAQ

Let me know if this helps. I want to make sure all of your concerns are addressed. Keep safe. 

Thanks for your suggestion.

I guess I could also change the "Customer/Project" after the customization is saved (you mentioned changing the dates).

My problem is that I need to generate this reports for all the projects that we complete.

Having to customize each one separately is very annoying... that's why I asked about changing the standard Project Report in general.