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kmouris
Level 1

Job Profitability Report w/Details for QB Online

I am having a difficult time creating a report in QB Online that is similar to the Job Profitability Detail report from QB Desktop. I need to be able to see each of my products/services with the costs and revenue displayed.

5 Comments 5
Sherrie_F
QuickBooks Team

Job Profitability Report w/Details for QB Online

I'd be glad to help you see the products/services with the costs and revenue displayed in QuickBooks Online (QBO), kmouris.

 

First off, let's run the Project Profitability report and modify to view the details needed. Here's how:

  1. Go to Projects on the left pane.
  2. Double-click the project name.
  3. Under Project reports, select Project Profitability.
  4. Click Customize.
  5. Filter the Display columns by Products/Services.
  6. Once done, click on Run report.

 

You can display its Column by Products and Services, where Income is the Revenue and Expenses are under Cost.

 

In case you need assistance setting up a project, you can browse through this article: Create and manage projects in QuickBooks Online.

 

Lastly, I've included articles that'll help you learn more about personalizing and memorizing your reports in QuickBooks Online:

 

Keep me posted if you have any other concerns about running project reports. The Community is always here 24/7. Stay safe.

kmouris
Level 1

Job Profitability Report w/Details for QB Online

Is there any way to change the layout of this report? The version from QuickBooks Desktop had the services/products as rows versus columns. It was a lot easier to read by scrolling down.

 

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Tori B
QuickBooks Team

Job Profitability Report w/Details for QB Online

Thanks for checking back with us, @kmouris.

 

I understand how beneficial changing the layout of the report would be for you and your business. However, at this time, there isn't a way to modify the layout of the report. You can sort the report from ascending order to descending order and edit the titles. 

 

 

 

If you'd like, you can always submit a Feedback request to our Product Development Team. Our developers review each request and consider them all for future updates. I'm including the link to send your suggestion below. 

 

 

Please let me know if there is anything else I can assist you with. I'm always around to lend a hand. Take care! 

 

 

 

kmouris
Level 1

Job Profitability Report w/Details for QB Online

I've been playing around with this report for a couple of months now and it just doesn't provide the data like the Job Profitability report from QB Desktop does. Currently I'm running both online and desktop parallel for the sole purpose of the Job Profitability report and being able to see all my products/services laid out. The work around for the Project Profitability report just gives me a ton of columns (versus rows) that's difficult to navigate. I feel limited in my reporting ability and cannot fully switch to Quickbooks online due to it. I really don't want to have to switch to another product, but that report is crucial to our day-to-day operations. 

kmouris
Level 1

Job Profitability Report w/Details for QB Online

I've been playing around with this report for a couple of months now and it just doesn't provide the data like the Job Profitability report from QB Desktop does. Currently I'm running both online and desktop parallel for the sole purpose of the Job Profitability report and being able to see all my products/services laid out. The work around for the Project Profitability report just gives me a ton of columns (versus rows) that's difficult to navigate. I feel limited in my reporting ability and cannot fully switch to Quickbooks online due to it. I really don't want to have to switch to another product, but that report is crucial to our day-to-day operations. 

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