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TheresaH
Level 2

Is there a way to run a project profitability report in QBO for all projects sold by each salesperson/employee?

I know I can individually select each project that I want to report on so that I can get a summary of all projects for a particular salesperson. I was wondering if there was a way for QBO to pull project profitability (not just sales income) for all jobs sold by each salesperson.. listing the profitably of each job they sold.  

4 Comments 4
MaryLurleenM
Moderator

Is there a way to run a project profitability report in QBO for all projects sold by each salesperson/employee?

Hello there, TheresaH,

 

The project profitability report is run per project. We're unable to customize it per salesperson. However, you can export it to Excel and combine it manually to produce your own customized report.

  1. On the Project Profitability Report, click the export button.
  2. Select Export to Excel from the dropdown.

Check these articles for future reference:

Let me know if you have other concerns.

dzoyes1
Level 2

Is there a way to run a project profitability report in QBO for all projects sold by each salesperson/employee?

this is something we are also looking to do.  Not only is the user who posted this looking for this functionality, but other companies would benefit on reporting on "who sold which job". Can you put this request into your development team?  

dzoyes1
Level 2

Is there a way to run a project profitability report in QBO for all projects sold by each salesperson/employee?

This is something we are also looking to do.  Not only is the user who posted this looking for this functionality, but other companies would benefit on reporting on "who sold which job". Can you put this request into your development team?  

Rea_M
Moderator

Is there a way to run a project profitability report in QBO for all projects sold by each salesperson/employee?

I can see how the benefit of being able to run a Project Profitability report for all projects sold by each salesperson/employee would aid you in running the business with QuickBooks Online (QBO), @dzoyes1. That's why I'm here to share a few details about this.

 

We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below that show the first four steps.

 

 

Also, to further guide you in getting the most out of your financial reports and saving their customization settings for future use, I'd recommend checking out these articles:

 

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

I'm all ears if you have other reporting concerns and questions about managing project transactions in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @dzoyes1.

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