Thank you LollyNino_C for your response.
I already had projects turned on in QuickBooks Online.
When I try to create a project in QuickBooks Online, it only lets me choose one Customer. We have multiple grants (sub-customers) that go toward one project, so this doesn't solve my problem.
I have watched the video about a half-dozen times over the last few days looking for answers, and it only shows how to have a project for one customer. I need a project for multiple customers (sub customers).
Let me try to explain this differently: We have ABC program. We receive grants from LMNOP Foundation, XYZ foundation and PDQ Foundation for ABC program (three restricted grants designated for the same program to cover the total cost of the program). I need a report that shows the total program expenses and which expenses were allocated to which grant so we know overall how much we've spent and how much is remaining to spend for each restricted grant and the total amount spent on the program.
In QuickBooks Desktop, This was a job profitability report customized to filter just the three grants (jobs in QB Desktop).
Is there something similar in QuickBooks Online? If a project can't show more than one grant, is there another report type or some other way to set something up so we can see all three restricted grants for the same program all together? Or am I going to have to pull all three reports, export them, and combine them every time I need to report to the Executive Director or Board?
(Side note: we use classes to determine if expenses are for program, administration or development, so tracking restricted grants by class won't work.)
Thank you.
