Expenses stopped showing as costs on the project overview. It seems like a glitch in the system, however, I cannot see my profit this way. What could be the fix?

Let's perform some troubleshooting steps to get the Project Overview working, ethan7.

I've checked our records and there's no reported case about this one where expenses are not posted on the Project Overview page. There are times when a browser's cache data becomes full of the frequently accessed web pages or damaged. This causes odd behavior in your accunt. To resolve this one, let's try signing in to your account using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

Then, access to the Overview page again to see if the amount is posted in the Costs section. To learn more about using projects to calculate your profits and costs by project, see Track income, costs, and profitability by project article. 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. We can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

Feel free to visit our Expenses and vendors page for more insights about managing your expenses in QBO. 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Have a great weekend. 

Thank you for your reply. I have tried the steps you have suggested as well as using microsoft edge (I haven't used it for quickbooks before) yet neither of them worked. 

Hello, 

Thank you for your reply, however, the steps did not remedy the issue. I am very sure that the expenses showed correctly as costs before and this has been a new issue in the last week. Problem hasn't been resolved. 

We appreciate you for keeping us updated about the results, ethan7.

We'd recommend contacting our Customer Care Team about this since the troubleshooting steps provided by RCV didn't work. They can pull up your account and further review the situation. You can reach them using this link: QuickBooks Online Support.

Keep us posted so we also check what else we can do to assist you more.

Did this fix your issue? I have a client that cant see anything in the overview nor are their costs showing correctly.  When I look at their info it shows the same for me as well and I look at other clients who use projects and everything works as expected.  What could be going on?  My client rely's on this for project profit guidance but is luckly wise enough to know when the numbers are off.  Was something recently upgraded/ changed?  He said the overview info changed about a week ago and the cost amounts have been off for about two weeks.

I appreciate the complete details you've shared, @pierau.

Let me share additional information to resolve this unexpected behavior when using the Project feature. 

It's possible that your clients were trying to add payroll expenses to projects by creating a bill. If you're using QuickBooks Online payroll, then the timesheets do not flow to projects because it will be tied to the paychecks. 

First, let's enter the employee's time. Here's how:

1. Go to the New icon (+).
2. Choose either Single time activity or a Weekly timesheet.
3. Select the name of the employee.
4. Set the Date Range or Pay Period of the timesheet.
5. Choose the Project or Job the employee worked on.
6. Pick the Pay Type.
7. Mark the Billable/hr tickbox.
8. Enter the hourly rate and the number of hrs the employee worked per day. 
9. Click the Save and Close button.

Once completed. you can now create the employee's paycheck. Just make sure to select the Keep these hours button when prompted to update the timesheet hours. 

You can read through these articles to learn more about how the Project feature works:

• Track income, costs, and profitability by project
• How to Use QuickBooks Projects to Track Project Income & Costs (w/ QuickBooks Online Payroll)

Keep me posted if you have other questions about using QuickBooks to manage your client's business finances. I'm always here to help.

We're having a similar issue.  At present, it seems to be limited to certain categories.  The one i'm having trouble with currently is "Contractors."  When I record an expense with the category "Contractors" then it shows in the project transactions, but not in the project summary, very problematic.   I can edit the same expense and call it "Uncategorized expense" and it shows up.  I switched it back and forth a couple times and it seems to be Category specific.   I looked in the chart of accounts and examined the category o see if there was something i could edit or turn on, and even considered creating a new category, but decided to let you know and use uncategorized expenses for now

Let's make sure that your contractor's category will show on your Project Summary, trishFF_GBG.

Normally, if you enter transactions for your contractors and use an expense account, it should show on the project summary. Let's check if this is something to do with your browser. You'll want to follow the steps provided above by @RCV. 

If it is still not showing on the project summary, you can delete and recreate the transaction. To do this, you can follow the steps below:

1. Choose the Projects tab on the left side.
2. Click the customer's name, then pick the Transaction menu.  
3. Choose Expense and Date in the Filter drop-down arrow. 
4. Hit the data, then tap the More button. 
5. Click Delete. 
   
   

If the issue persists, I recommend contacting our phone support team to investigate this further. They have the tools to pull up your account in a secure environment. Here's how to reach them:

1. Go to Help.
2. Select Contact Us.
3. Enter your concern in the What can we help you with? field.
4. Click Continue.
5. Chose a channel where you want to connect with our specialists.
   
   

For your reference, I've added these help articles to give you additional information.

Drop your comment if you have any questions about projects. Remember, we're here to help you anytime.

I know I'm replying to this very late but I was having this same issue. And after hours scouring the internet and on the phone with Quickbooks trying to resolve it, my accountant was able to tell me the problem after looking at it for less than 2 minutes. It's an accounting issue, not a software problem. 

The costs that were not showing on the project overview were all inventory expenses for me. Because they were current inventory items, they were on my balance sheet, not my profit / loss sheet. They don't show as actual costs of the project until they are moved off your balance sheet and onto your profit loss sheet. Once your project is finished, you can do a journal entry to move them from your balance sheet to your Costs of Good Sold. Once that's done, you'll see them all show up. Kind of annoying as you don't get real time numbers, but that was the issue for me. 

I was having the same issue for quite some time. I reached out to customer service and they couldn't figure it out. 

After trying a couple of the suggestions here, I finally got this figured out. When you add an expense, you have to make sure that your category type (material, labor, insurance, etc) is actually categorized as "expense" and not "bank." This may or may not help, but it's worth a shot. Worked for me. Good luck! 

Hello thanks for the tip I think this is also my issue - can you tell me how to fixed this?

Thanks for joining here, Group.

There are things we need to consider to show the expenses as costs on the overview.

First, ensure we're using expense when creating an account for this. We can double-check the detail type by following these steps.

1. Go to the Accounting menu.
2. Within the Chart of Accounts tab, select the account you're using when creating a transaction.
3. Click the Edit. Then, review the account type. Make sure it's an expense.

Use this one when you create an expense for the project. Another thing is creating a journal entry once the project is completed. This lets them show up in the overview. Still, I recommend consulting your accountant for specific instructions. They can provide more details on which account to use and the proper way to record them.

If the same thing happens, we can perform these steps:

1. Use an incognito window.
2. If they're showing in the private browser, delete the history stored in your browser: Clear cache and cookies to fix issues.
3. Use other compatible browsers in QuickBooks Online: Supported web browsers.

Let's visit and read these articles for additional information about the project and tracking labor costs:

• Set up and create projects in QuickBooks Online.
• Track hourly labor costs and profitability by the project.

I'm always here if you need anything else about managing projects, expenses, and costs in QuickBooks. Stay safe and be well.