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Lynn918
Level 3

Projects - Tracking Bills

Hi,

I've created a project and it is not tracking all of the bills that I'm entering.  Each bill is entered noting the project name.  Most of the bills I've entered show in the Project Profitability Report (Accrual), but not all.  I double-checked that the project name was chosen when entering the bills but they don't show.  Have a lot of grief with Projects which I had to upgrade and incur additional expense to use.  

So to recap:  I enter bills noting the project they should be charged to and all bills do not show up in project reports.  Any help would be appreciated.

Solved
Best answer May 19, 2020

Best Answers
ReymondO
QuickBooks Team

Projects - Tracking Bills

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @Lynn918.

We can perform some basic troubleshooting steps to fix this issue. This way, we can make that you're able to track all the bills that you've entered in QuickBooks.

 

Let's start by accessing your account through a private window. This a special mode where the browser doesn't record the browsing activity on the local device. You can access this by pressing these following shortcut keys:
 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

Once done, go back to the Project Profitability Report and check if all the bills are now showing. If it works, we can go back to your regular browser and clear its cache. If not, we can use a different supported browser instead. This might be a temporary issue with QuickBooks and the current browser that you use.


Let me also provide you a link to check if your browser is compatible with QuickBooks: Fixit.intuit.com.

In addition, I've listed a guide on how you can track project costs and profits to make sure what you’re seeing is always accurate:
 

  • The Transaction tab lists all transactions tagged to a project. You can complete tasks directly from this screen, such as converting an estimate to an invoice.
  • The Time Activity tab breaks down your team’s work by date. It also provides the total cost of each employee and service you offer.
  • Use the income and cost columns in the Overview tab as guides. Make sure the correct column total increases when you add invoices, expenses, and weekly timesheets. If you’re using payroll, timesheets won’t increase your costs in the Overview column. You can see these costs on the Time Activity tab or your Time cost by employee or vendor report.
  • Review your Time cost by employee or vendor reports every month. Make sure you’ve correctly tagged all project-related work hours. If you’re missing hours or counting too many, your profit totals will be inaccurate.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around to help.

View solution in original post

2 Comments
ReymondO
QuickBooks Team

Projects - Tracking Bills

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @Lynn918.

We can perform some basic troubleshooting steps to fix this issue. This way, we can make that you're able to track all the bills that you've entered in QuickBooks.

 

Let's start by accessing your account through a private window. This a special mode where the browser doesn't record the browsing activity on the local device. You can access this by pressing these following shortcut keys:
 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

Once done, go back to the Project Profitability Report and check if all the bills are now showing. If it works, we can go back to your regular browser and clear its cache. If not, we can use a different supported browser instead. This might be a temporary issue with QuickBooks and the current browser that you use.


Let me also provide you a link to check if your browser is compatible with QuickBooks: Fixit.intuit.com.

In addition, I've listed a guide on how you can track project costs and profits to make sure what you’re seeing is always accurate:
 

  • The Transaction tab lists all transactions tagged to a project. You can complete tasks directly from this screen, such as converting an estimate to an invoice.
  • The Time Activity tab breaks down your team’s work by date. It also provides the total cost of each employee and service you offer.
  • Use the income and cost columns in the Overview tab as guides. Make sure the correct column total increases when you add invoices, expenses, and weekly timesheets. If you’re using payroll, timesheets won’t increase your costs in the Overview column. You can see these costs on the Time Activity tab or your Time cost by employee or vendor report.
  • Review your Time cost by employee or vendor reports every month. Make sure you’ve correctly tagged all project-related work hours. If you’re missing hours or counting too many, your profit totals will be inaccurate.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around to help.

View solution in original post

Lynn918
Level 3

Projects - Tracking Bills

Thank you.  It worked after I cleared the cache. :)

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