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Level 1

Project Reporting

Is there a way to run a project profitability report on all projects at the same time and have them each in their own column?  The closest thing I can find is to run the Profit and Loss Report by Customer, export it to Excel and remove all the unneeded columns.  Less convenient but I think does what I need it to do.

5 Comments
QuickBooks Team

Project Reporting

Thank you for reaching out to the Community. Yes, you're on the right track, @sloaner39. You can run a Profit and Loss Report by Customer and export it to excel. Then remove all the unrequired columns. However, the project profitability report is unavailable in QuickBooks.

  

 

 

 

 

 

I understand the importance of this feature to your business. Rest assured, I'll personally send this feedback to our product developers. This way, it might be given a chance to be added to our next product update. 

  

I suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: The QuickBooks Blog

 

If you have any other questions, don’t hesitate to comment below. Have a great day!

Level 1

Project Reporting

Im vexed that Im paying for a data collection program (Projects) but can't report out of it????? I hope that when a fix comes out you are not going to charge for it as an add-on.  

 

PLEASE PLEASE PLEASE has anyone found a work around?  A way to export the report to Excel for example? or 

 

Anything, Im desperate.  Projects is a great idea but not developed enough to be truly useful.  I know I can run the reports by individual customer but do you know how many customers I have?!  Not an option.

 

Thank you,

Angela

QuickBooks Team

Project Reporting

Hey there, ac3. 

 

Thanks for dropping by the Community for assistance. I believe your best bet would be to run a Project Profitability Report in each project, while it wont group all your projects, it will give you a breakdown of your income/costs. and you can customize them. Here's how to run these reports. 

  1. Click Projects on the left-hand side.
  2. Choose the individual project
  3. Click Project Reports
  4. Hit the Project Profitability Report

Here you can see a full breakdown of the project as edit it as desired.

I'm also attaching a couple videos that breakdown the process, one for customers with Payroll included, and one without. 

 

How to use a Project Profitability Report in QuickBooks with Payroll:


How to use a Project Profitability Report in QuickBooks without Payroll: 

If you have any other questions, please post them down below. Thank you again and have a nice afternoon. 

Level 15

Project Reporting

@ac3 

Consider having a project management app with more features to integrate with your QBO.

Level 11

Project Reporting


@sloaner39 wrote:

Is there a way to run a project profitability report on all projects at the same time and have them each in their own column?  The closest thing I can find is to run the Profit and Loss Report by Customer, export it to Excel and remove all the unneeded columns.  Less convenient but I think does what I need it to do.


@sloaner39 

 

Your assessment is accurate.

Project Profitability Report is just a by-product of the P&L Customer Report. This report was available even before they introduced Projects. The new Projects feature to put all the same reports into one place and re-hashed the title with some fancy name.

 

If they wanted they could have introduced the project profitability report column spread by all the projects in one report, like the they've for Class or Location. And make it more customizable/filterable but they didn't. That's all! 

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