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Join nowI can see the importance of allocating expenses to the right projects, @toddvarnadoe. I'd like to provide some insights and tips on how you can do it properly.
Make sure to correctly allocate the expenses among the projects. To isolate the problem, for now, I advise deleting and recreating the expenses over. This also helps you check whether the changes show or the totals are accurate. I'll show you how to delete the expenses:
After that, proceed in making a single check payment for the expenses. Please see the visual reference below:
That should do it! Kindly visit the Projects page to check if the allocations are accurate.
See these handy articles to learn more about handling projects in QuickBooks Online:
Fill me in if you need extra help with projects or QuickBooks in general. I'm always ready to back you up. Keep safe and have a good one!
Thanks for the reply, but I shouldn't have to and don't want to delete and redo them as I did them correctly in the first place. I just finished up a project that has 83 transactions.
As you can see in this screenshot there are 3 different projects in this one check. Unfortunately, when I go to my transactions for each of these three separate projects it shows the full amount $10,452.14 for all three projects which is not accurate. You can imagine how this skews the profitability for each project.
I'm very familiar with the concept/ software/ how to use the projects feature, it's just not doing what it is supposed to do for some reason. Or am I missing something?
See below. I was on the phone for 43 minutes trying to figure this out with a customer service expert who couldn't figure out why it was doing this.
FYI, I have 27different projects in my books. I went back and noticed the same thing with other projects from the past also. It seems to be a glitch on your end/ with the software.
Thanks for getting and sharing screenshots, @toddvarnadoe.
Let me provide answers to your queries about the expense that shows up on your projects.
Based on the images, I can see that these projects are all linked into one check. It's the reason why their total amount reflects in all of your Project's Transaction lists.
Please take note that these projects will be reported under a single transaction once you run a Transaction List report. If you run any project reports, then they will be posted as a line item.
This is how to QuickBooks works and this isn't considered a glich. As long as they're recorded correctly, this won't affect your books.
If don't want to view them under a single transaction of a different project transaction list, you can create a separate check for each of them.
In case you have any other project questions in mind, feel free to see our Projects FAQ to find answers.
Please let me know if you need further clarification on how QuickBooks reports project. I'm always here to provide further assistance. Have a good one.
So how do I run a transaction list for just the single project related expenses? Without it pulling in the others?
So how to I get a transaction list of just the single project related items without it pulling in the others?
Good morning, toddvarnadoe.
Thanks for following up on this thread.
While there are many ways to customize project reports, there isn't currently a way to only list a single project related item. You can view the item individually by clicking the transaction from the report list, or by creating a separate check as mentioned above.
I recommend submitting feedback to the Product Development Team for review. This can be done directly through your QuickBooks Online account by clicking the Gear icon in the top right corner, then choose Feedback. Once your suggestion has been entered, you can keep an eye out for product updates by viewing the Firm of the Future site.
Please don't hesitate to reach back out if you have any other questions. I'm only a comment or post away.
So are you telling me we can't create checks to the same vendor but separate line items by different projects? What is the point of even having the option to do so if not? This sure seems like a glitch.
Also, since these checks have all already been cleared, how do I now go back and split them up? They all have check numbers and have cleared my account/ been reconciled. So if I split them up that is going to create dozens of more checks that don't really exist/ where never actually written. Please advise. Thanks.
Thats disaster
i just found out i have the same issue,
it brings up all the payments i paid a vendor, for example, if for project A , i paid today for material from the vendor Lowes 500$, it will show in the transaction field that i paid 106000; what a disaster i called the support center for like 40 minutes they couldn't do any thing, an i have multiple projects, some even are closed, i cannot delete that expense because i don't know how much i paid for that material, what a disaster. each project some time i have like 60 or even more transactions.
Let's end your confusion here. I am pleased to assist you with additional information regarding how the project feature works in QuickBooks Online (QBO).
What you observed with the project Transactions list is correct. The amount shown in the list will be the exact amount of your transaction, instead of the amount that is only allocated to that specific project.
In QBO, even if you allocate each line item to different projects, the total amount will still appear in the Transactions list. Rest assured, the amount calculated for your specific project will still be based on each line item.
You can go to the Overview tab to review your projects' total income and costs.
It would also be best to check your project profitability reports from the Projects Reports tab to ensure you're not missing anything.
I understand that this could be confusing for you. Thus, I suggest sending your recommendations to our Product Development Team, which would be a great way to help improve your experience. They can review your suggestions and make some adjustments in the next update. Here's how:
Additionally, once you set up your projects, you can track income, expenses, timesheets, and labor costs. You can check out this article to learn more about this option: Track hourly labor costs and profitability by project in QuickBooks Online.
If you have further questions about handling projects in QBO, please let me know by commenting below. I'm always glad to help. Have a good day!
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