Job Cost Report

Thank you so much, Divina_N! Exactly what I was looking for!

Hi, MIchelHMC.

I'm happy to hear that my peer was able to resolve your issue. I also appreciate you for letting us know.

We're always open to help you again if you need further assistance. Have a great day!

My version, QB Online Advanced, doesn't have a "Projects" tab.  It seems there are so many different styles of interface in Quickbooks that it's difficult to answer questions that have wide application.  How do I get good information?

Let me provide some information about the Project feature in QuickBooks Online Advanced, dpeer.

QuickBooks Online Advanced and Plus have a feature referred to as Projects. I've added a screenshot for your visual guide: 

I've also added a comparison chart that will show the project feature included in the QBO Advanced subscription.

Furthermore, you can also check out this page to know more about what you can do with QBO Advanced: QuickBooks Online Advanced Features.

Drop a reply below if you need anything else. I'll always be right here to assist you all the time.

Hello,

We just migrated from QB desktop to QBO and the whole migration didn't set up projects for us. Now there is no way to run Job Costs by Job and Vendor Detail report in QBO without adding project under each customer but I can't do that since all the jobs are already in process and we have invoices and estimates for those customers. How to add all that customer data to the project to track vendor payments by each job/project/customer?

Welcome to the Community, @Sundus.

Let me help and provide information on how to add all the customer data to the project to track vendor payments by each job/project/customer in QuickBooks Online (QBO).

To start, Jobs move to QBO as a Projects. Some Job fields like email and Bill to address aren't moved. You may refer to this article to learn more about how features and data move from QBDT to QBO. Also, since the project wasn't set up after the migration, you'll have to manually edit those customer data and make sure that it's linked to the project name.

So first thing that you need to do is to create a project for that customer. Here's how:

1. Go to the left navigation panel and select Projects.
2. Select New project.
3. In the Project name field, enter the project name.
4. Select a customer from the Customer dropdown.
5. Enter a Start date and End date for the project.
6. Select a project status from the Project Status dropdown. Note: You can also add more project info in the Notes field.
7. Select Save.

Refer to this article for more detailed information: Create and manage project in QBO.

Once done, ensure to edit each transaction and then add the project name.

In addition, since you can't run Job Costs by Job in QBO. You can run the Project Profitability Summary Report. Here's how:

1. Go to Reports, and type Project Profitability Summary in the search field.
2. Filter the report period and select either Cash or Accrual.
3. Click Run report.

For future reference, you can check these articles to guide you on how to customize your reports and get the most out of your financial reports.

• Memorize reports in QBO.
• Customize reports in QBO.

Don't hesitate to leave a comment below If you have follow-up questions about projects. I will answer them in any possible way.