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How can I get a simple list of all projects, with columns for start date, end date, and budget? Related, how can I create more meaningful project status names?

 
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Re: How can I get a simple list of all projects, with columns for start date, end date, and budge...

Hi there, slbradio.

 

The option to create a simple Project List report is currently unavailable in QuickBooks Online (QBO).

 

As a workaround, you can filter the Customer Contact List report to show the projects. Let me show you how:

  1. From the Reports menu, type in Customer Contact List in the search field.
  2. Go to Customize and select Filter.
  3. Manually select the project from the Customer drop down.
  4. Once done, click on Run report.

Here's a great article that will help you out: Customize your reports in QuickBooks Online.

 

I'm also linking some of our great resources that will help you get a better idea in creating a meaningful project status names in QBO:

We're always looking for ways we can make QBO better for all users. Our app developers are pushing the envelope to improve the product's features to meet your needs.

 

For any enhancements and announcements, I suggest checking back to our website through these links:

If this report becomes available, I'll update you in this thread.

 

Please let me know if you have any follow-ups. I'm here to help. Have a good one.

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