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I understand the importance of being able to view the same transaction details in QuickBooks Desktop (QBDT) when running the Job Profitability report using QuickBooks Online (QBO). I have insights about this.
It's important to note that while both are accounting software that processes data, due to the uniqueness and complexity of QBDT, QBO reports may not pull up the same data. Currently, we are unable to see a project profitability report that shows the products/services used in a project, but we can pull up two different reports. In your case, you can run a Project Profitability summary in QBO to show the customer, revenue, costs, profit, and profit margin of a specific project, and you can run a Sales by Customer Detail report to show the product/service being utilized. To proceed, follow the steps below on how:
Run a Project Profitability Summary
- In Reports, select Project Profitability Summary.
- Filter the date in the Report period.
- You may also modify the report in the Customize tab.
- After that, hit Run report.
Pull up a Sales by Customer Detail
- From the Reports, choose Sales by Customer Detail.
- Filter the date in the Report period.
- To Add a filter, click Filter and modify the following filter options then hit Add filter.
- To have a copy of the report, hit Save.
After that, note that you may also export the reports in Excel to consolidate the data from there.
On the other hand, take a look at the following articles. This offers valuable insights to effectively manage projects within QBO, enabling you to better streamline your business operations:
For further inquiries or assistance with running reports in QBO, you can comment below. I'll circle back to help you once again. Keep safe.
