Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
pleasegiveusanemail
Level 3

Is there any comprehensive project tracking feature?

Across tags, classes, and even projects, no feature allows me to run a profit and loss detail conveniently, and there's no intuitive, accessible portal to view all transactions that are not categorized in either of these fields. There's a link to view all untagged transactions, but you literally have to navigate through settings to get there. What gives?
2 Comments 2
Kevin_C
Moderator

Is there any comprehensive project tracking feature?

I can see how convenient it is to have a way to easily track your uncategorized transactions, @pleasegiveusanemail. Let me share some alternatives to aid your concern.

 

At this time, you can filter the Class to Not Specified when pulling up the Profit and Loss Detail report to see all of your transactions that are not tracked by classes.

 

I understand this may not be exactly what you were hoping for, but it might serve as a temporary solution to meet your current needs. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

Also, here's how you can submit a feature request from your account:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

You may also visit this article to learn more about tailoring your reports, displaying particular accounts or customers, and configuring the layout for precise data placement: Customize reports in QuickBooks Online.

 

If you have further questions about your transactions in QBO, please let me know by commenting below. I'm always here to assist you.

Fiat Lux - ASIA
Level 15

Is there any comprehensive project tracking feature?

@pleasegiveusanemail 

Consider having a 3rd party project management app to integrate with QBO.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us