Project Reports

Thanks for being detailed about your concern, davidvnurev.

The columns in the Project screen are built-in so adding one is currently unavailable. The functionality to customize the layout displayed on the screen is a great idea. I’ll take note of this and pass it along on your behalf for consideration in future updates.

You can consider using a third-party application to achieve this customization. The AppsCenter is a one-stop-shop where you'll find apps that integrates with QBO. To expedite the process, enter a keyword in the search field or use the Categories section.

I also invite you to our QuickBooks Online Blog to know more about our latest happenings. From there, you’ll get the recent news, features, and updates about the product.

Keep me posted if you have any other QuickBooks concerns. I'll be happy to help you out. Have a great rest of the day.

Hello there, davidvnurev.

May I know if you’re able to find a third-party application in the AppsCenter? I’m here to make sure you’ll be able to add the ID and Meta Date stamp into the Projects screen.

Feel free to post a comment below if you have any clarifications or concerns. I’m always ready to lend a helping hand.

I was not able to find any 3rd part apps that let me pull The info from my existing projects.  Any guidance here would be very helpful. 

if there is already a field that allows you to customize Colima in the projects report I don’t understand how it would be so hard to add additional fields to that list. 

No I was not able to find a solution on the third-party apps. As mentioned I can find apps that pull the meta-data ID and date stamp from any new projects that I creates but I have over 100 existing projects that I need to pull that data out of and I am not able to find anything that will do that.

The project screen already allows you to add custom columns so I don’t understand why it would be that difficult to add those two fields as a selection choice. We’ve done this in app development for our own client several times and the level of effort is not extremely high especially since those fields already exist in the system. 

I'll add a few more details, Davidvnurev.

You can only add a few columns on the Projects page. We're unable to add the custom fields to columns.

My colleague already took note of your idea and shared it.

Let me add this article as a future reference: Set up and create projects in QuickBooks Online.

Don't hesitate to let us know if you have other concerns. We're available 24/7 to help you. 

I'm looking for an update on this suggestion.  We are in a similar situation - it would be ideal to sort projects in date order.  To expand on the idea, not just the date the project was created but to enter actual start and end dates.  Has there been any progress on implementing this in Projects in QBO?

Thanks for following on this thread, bclawson.

I recognize the need of being able to enter the actual and end dates on projects for your business. This will help you track the transactions seamlessly. I suggest sending feedback about this feature directly to our engineers. This way, they can consider adding it in future enhancements.

1. In your company, click the Gear icon in the upper right and choose Feedback.
2. This will open a window where you can input your product suggestions.
3. From there, enter your thoughts and ideas about the product.
4. Click Next to submit.

For future reference, here’s an article that will guide you on how to add paid and unpaid invoices to projects: Add existing invoices to QuickBooks Online Projects. It includes information about turning off the Automatically apply credits feature and reconnecting the payment to the entry.

I’m adding a link where you can access our self-help articles: QuickBooks Online guide. From there, you’ll see the following topics: Taxes, payroll, banking, inventory, manage customer or supplier transactions, and other accounting activities. Make sure to click on the resource to view more details about the process.

Keep me posted in the comment section below if you need help with managing projects and reports. I’ll jump right back in to assist further. Have a great rest of the day.