Get P&L by Customer to report all expenses including wages?

Thank you for reaching out to the Community, tzframpton.

The Profit and Loss by Customer report will show all the payroll expenses as "Not Categorized" because this report is only for the customer's transactions. 

You can run the report to see the transactions related to all the income and expenses. Then, export them to Excel to add the other details you need.

Here's how:

1. Go to the Reports menu.
2. Type in Profit and Loss by Customer, then click to open.
3. Select Customize.
4. Select the details you'd like to see.
5. Click on Run report.

For more details in personalizing your report, please see this article: Customize Reports.

Once done, you can also memorize the reports in QuickBooks. This helps you save the current customized settings.

I suggest getting back on this thread if you have additional questions in running reports. It's always my pleasure to help you out again.

I believe that you need to also use "billable expenses".  Whether you set up the employee time in TSheets as billable or instead edit the timesheets that result in QB after syncing is up to you and depends mostly on if you want employees to have control of what is billable and what is not.  But in any event the hours in the timesheets need to be billed to the customer:job or project.  Then invoices need created for each custtomer that you wish to add hours to, to record those costs. Billable is unbilled until you bill.

John, thank you so much for your contribution to my issue. We do set up TSheets to do two things: Be "billable" and hit the project. Again, in the image attached, QBO actually does show the info correctly with their Project Overview area once set to View by Hourly Costs, so I know the link is there, however on any Report in the Reports area, we cannot get the info to sync up. 

One thing I'll add: just to confirm, we do leave all time as "Unbilled" because our projects are hard-bid, and we have to schedule out our efforts to the end of the month, so we never have a scenario where we have a one to one "work-then-bill" situation. We're contractors, so to speak, if that makes sense. 

With this said, any other ways you can think of? Again my ultimate goal is to have this automatically report and not jump through any hoops whatsoever with exporting to Excel and manually enter data. If I wanted that, I'd just use Excel for everything. :) 

-Tannar

Thank you, are you confirming that there's no way to include wages in any way to a P/L report from the Reports area of QBO automatically so that I can have a weekly scheduled report? I'd like to have a confirmation so I can stop myself from going down the rabbit hole now rather than spend any more time on it. I'm open to any possible solutions such as using Tags, etc - anything or anyway at all to get this to be more automated. Thanks! 

I am dealing with the same issue right now!!  I would like to know our P & L with certain customers.  Did you ever get an answer on this?  

Hi there, @jamie42.

At this time, running the Profit and Loss by Customer report will show all payroll expenses as "Not Categorized." This is because the report is for customers' transactions only. As an alternative, you can follow the suggestion provided by my colleague CharleneMae_F above. 

Please know that we're taking notes of your feedback and suggestion. I encourage submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit.

You might want to learn more about customizing reports in QuickBooks Online (QBO). This helps you filter the data to show specific accounts or customers, or format the layout so the right data shows up in the right place.

Should you need any assistance running reports in QBO, I'm available here to help any time, @jamie42.

I was looking at this thread.  I build houses so all my wages and taxes are part of COGS.  Each house is a customer and the customer has projects for each major building phase.    Instead of subbing out everything I have w2 employees and sub to myself. As you mention the employee time shows up correctly when checking the hourly box in the project detail. However, I was able to show the wages and taxes on my P&L as part of the report correctly by changing the accounting on payroll to map wages and taxes away from the default payroll expense accounts to a COGS account (Employee:wages, Employee:taxes).  I can now see a clear view of my P&L per customer.  I'm not sure if the quickbooks team fixed this, I figured out something that might help, or this is not relevant to the thread.  Maybe this helps, maybe not.