I want to run a Statement of Activity (P

Hello there, @hdgoldie-gmail-c.

Allow me to share some details why you're getting zeroes under the specific customer that was tagged in a project when running a Statement of Activity report.

The amount that will show on the Customer column in the Statement of Activity report is for the individual sales recorded in QuickBooks Online. If you've created the transaction of the specific customer under the project, it will not show on the report individually instead it will show under the project's column.

As a workaround, you can export the report, and add the amount under the customer's name. I can share the steps on how to do that:

1. Go to the Reports menu and search for the Statement of Activity Report.
2. Click the Export icon and select Export to Excel.
3. Save the file where it's easy to locate.
4. Open the Excel file and enter the amount below the customer's name,
5. Save the changes.

I've added some screenshots for your additional reference:

In case you want to know more about modifying your reports, you can check out this article: Customize reports in QuickBooks Online. This contains steps on how to track the details base on your preferences.

Moreover, you may check out this article about managing your projects in QuickBooks Online: Projects FAQ. This way you'd be able to get a financial projection of your project.

Please don't hesitate to let me know if you need further assistance about customizing the report or if you have other questions. I'll be always around to back you up in anything that you do in QuickBooks. Take care and enjoy the rest of your day!

A great answer but not what I was looking for - I had reviewed your suggestions for help and know how to export and then hide the columns I do not want to see on the report. That wasn’t my question. I want to be able to modify the report so that I do not have the “Customer” column, only “Project” columns. I can do this in QB Desktop, there is a job profitability report. I cannot locate an equivalent report in QBO. Is this another area where QBO falls short of the capabilities of the desktop version?

Thanks for getting back to us, hdgoldie-gmail-c. 

Let me share a helpful way to run the report of not getting zeros in column.

QuickBooks offers a lot of great reporting functionality. The Job Profitability report is one example where you can view your contractors, service providers, etc. based on projects

Let me provide you the steps on how you can access the job profitability report.

1. Go to projects and then select project.
2. Click Project reports.
3. Select project profitability then click view.

Here's how you can customize customer, job, and sales reports in QuickBooks Desktop.

To learn more about the project you can check this link: Projects FAQ

I'll also be adding this link for more details: Set up and create projects in QuickBooks Online

Don't hesitate to keep in touch if you need anything else. I'll be here to further assist you.

The report in projects only allows me to run the report one project at a time. If I select multiple projects under the Customize function, it just lumps all of the income and expenses under one project name. The single project report is great but I want to be able to get that report format for multiple projects with each project occupying a separate column - basically what the customer statement of activity does only without the customer column. In the desktop version you could run a project profitability report that had all projects for a specific customer (or you could designate specific projects to include/exclude) without adding a separate column for any income or expense not designated to a specific project. That’s the report I want to recreate. I can send you an example of that report if it would help.

Hi there, hdgoldie-gmail-c. 

I understand that you want to make some changes and improvements to QuickBooks Online to meet your business needs, The more feedback about a certain feature our engineers receive, the bigger the chance it'll be added. 

Here's how:

1. Go to the Gear icon at the top, then click Feedback. 

2. Enter your comments or product suggestions. 

3. Click Next to submit feedback. 

Also, you'll want to visit our blog. From there, all our innovations will be posted.  If you need articles and references in managing your business, you'll want to check our QuickBooks Help.

Keep on posting here if you have more questions. We'll respond as soon as we can.

I do not even have a Statement of Activity listed in my reports and when I search, get nothing. How do I resolve? 

Thanks for chiming in on this thread, CW5328.

I'll give some info about the report you're looking for.

The Statement of Activity report is only available if your company type is set to Non-Profit Organizations.

If you have a different company type, the similar report that you can run is the Profit and Loss. This will display your revenue, expenditures, and net income. Also called an revenue statement.

Here's how:

1. Go to Reports on the left panel.
2. Under Business overview section, click the Profit and Loss or Profit and Loss Detail. 
3. Set the Report period and click Run report.

To learn more about the different reports in QuickBooks Online and how you can customize them, you can read these articles:

• Reports included in your QuickBooks Online subscription
• Customize reports in QuickBooks Online

If you have additional questions about the reports, or need help with other task in your account, please let me know in your reply. I'll be right here to help you out again. Have a good day ahead.

Our company  is set up as a non profit organization.

Thanks for the clarification, @CW5328. 

To clarify, is the Profit or Loss report listed instead of Statement of Activity? Currently, we have an ongoing investigation (INV- 58433) about Non-profit companies displaying the wrong labeling for reports. Rest assured that our engineers are working diligently to get it resolved.

I recommend contacting our Customer Care Support team so that you can be added to the list of affected users. This way, you'll receive email updates of the investigation's status and be notified once it's been resolved. I've included the steps below to contact support. 

Here's how:

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.

However, if you can't find whichever report, you may have accumulated too much historical data stored in your browser. I recommend clearing your browser's cache. This way, you can access QuickBooks with a clean slate. 

We can remove them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

If you can see the report, clear your browser's cache. You can also switch to a different supported browser to see if it has something to do with your browser. 

Lastly, we have various reports available for all QuickBooks Online users. Some, however, are only available for certain subscription levels.

Please don't hesitate to drop a comment below if you need further assistance with getting your desired report. Take care.

There is no P&L or anything listed at all. The report was run by someone in the organization as I was emailed a Statement of Activity from a couple of months ago. I was just set up 2 days ago so it is not my browser either.

Could it be my profile?

Thanks

Thanks for reaching out to the Community. @CW5328.

I understand that you want to run reports for statement activity in QuickBooks Online to meet your business needs.

This may vary in your user role in your account and this will affect your limits usage.
Here’s how to check usage limits.

1. Sign in to QuickBooks Online as an admin.
2. Select Settings . Then select Account and Settings.
3. Select the Usage tab.

You can also click this article about user roles and access rights in QuickBooks Online.

Furthermore, the Class tracking feature is only available in QuickBooks Online Plus and Advanced plans. If you can't see this option, you're likely subscribed to QuickBooks Online Simple Start or Essentials plans. 

Check out this article for usage limits by subscription.

Additionally, have this article to personalize QuickBooks Online to work the way you want it to.

You can always come back here if you have any further queries about your transactions. Thank you and have a great day!

Is there any update on this investigation? 

I have spent way too much time on costumer support and your techs don't know about this. They tell me it could take a week to a month for my statements to refresh. That isn't really ok when we are paying Quickbooks for a product and my clients are paying me to get them the correct reports.

This is not the impression we want you to experience when running a statement report, QMastaD. 

I appreciate the time and effort you spent in contacting our support to get this sorted out. If you are referring to the Profit or Loss report listed instead of Statement of Activity, then this is still an ongoing investigation (INV- 58433). Where Non-profit companies display the wrong labeling for reports in QuickBooks Online (QBO). Rest assured our engineers are working together for the permanent fix of this error message.

To receive an email update about this case, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users. Then, they'll send you an email notification once there's a fix on this case. 

You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how:

1. Go to the Help icon on the top right. 
2. Enter your concern in the search field.
3. Choose Talk to a human.
4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human. 
5. Press Contact us.
6. Tick Continue. 
7. Choose Message an agent or Get a callback.

Once it is resolved and you need to run a list of your statements sent to your customers in QBO, just pull up the Statement List report. This will give you the lists of all the statements you sent to customers during a selected time period, including the date. Here's how:

1. Go to Reports on the left menu at the left panel and enter Statement List on the search bar.
2. Once pulled up, click Customize at the upper right.
3. On the Filter drop-down, pick a Customer and the Statement Date.
4. Press Run report.

Feel free to visit our Reports page for more insight about managing your financial reports. 

If you need to take care of other things in QuickBooks, I'm with you every step of the way. Just leave a comment below and I'll get back to you. Take care always.

@CW5328 did you get a resolution on this?  I'm having the same issue--thanks