cancel
Showing results for 
Search instead for 
Did you mean: 
1lbrenner81
Level 1

I create an accrual account in BS for my COGS and then categorize the vendor bill to the accrual. Expenses are not showing as costs in Projects

I create an accrual account in BS for my COGS and then categorize the vendor bill to the accrual. Expenses are not showing as costs in Projects
3 Comments 3
TirzahC
QuickBooks Team

I create an accrual account in BS for my COGS and then categorize the vendor bill to the accrual. Expenses are not showing as costs in Projects

Hello there, 1lbrenner81.

 

There are lots of possible reasons why expenses aren't showing up in the costs in projects. That said, there are also a few things we can do to troubleshoot the issue.

To start with, make sure that the expenses associated with the projects you created. If not, you need to update it and recreate it to verify. 

 

  1. Go to Expenses.
  2. In the Expenses tab, find and open the transaction you want to add to your project.
  3. In the Customer/Project column, select the ▼ dropdown. Then select the project. Do this for each expense item you want to add to your project. This is different from the payee for the expense. 
  4. Select Save and close.

Here's how to create:

  1. Select Projects.
  2. Click your project.
  3. Select Add to project to create a new transaction.
  4. Choose Expense.
  5. Fill out details for the transaction like you normally would.
  6. Select Save and close.

If the same thing happens, you can try opening the program using an incognito window. It's the best place to spot browser hiccups. Here are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to see the expenses, you can go back to the main browser, then clear the cache to refresh it. Also, you can use a different browser to help us narrow the cause of this behavior.

 

In the meantime, I'm adding this article to further guide you in using Projects to calculate your profits and costs in QBO: Track income, costs, and profitability by project.

 

You can get back to this thread if you need more help. We're just one post away. Take care!

1lbrenner81
Level 1

I create an accrual account in BS for my COGS and then categorize the vendor bill to the accrual. Expenses are not showing as costs in Projects

Tirzah,

Your suggestion did not solve my problem.

My Project expenses are categorized to a Liability account and not an Expense account..

Len

GlinetteC
Moderator

I create an accrual account in BS for my COGS and then categorize the vendor bill to the accrual. Expenses are not showing as costs in Projects

Thanks for getting back to us, 1lbrenner81. We'll figure this out together.

 

I would recommend reaching out to our Customer Care Support team to have this better checked. They have more tools, like screen sharing, that can help you resolve your concern. Here's how:

 

  1. Open the QB Assistant chatbot by clicking the Help menu.
  2. You'll be presented with a list of options. Simply select Talk to a human
  3. When asked, enter a brief description of your issue.
  4. Proceed with I still need a human.
  5. Click the Get help from a human link.
  6. Select Get a callback or Start a message

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM on Saturdays.

 

I also recommend seeking expert advice from an accountant to ensure your books will be accurate. They can advise and guide you on how to handle the accounts correctly in QuickBooks Online.

 

Know that the Community  is always here to help if you have any other additional project concerns. Wishing you continued success!

Need to get in touch?

Contact us