Projects Report - Need QB Ninja Help!
I have spent countless hours with QB Online Advanced Help and still spinning my wheels. We are undergoing a large reporting project where I need to be able to export all of my projects information for a time period into Excel so then I can slice and dice it how I want. We use the Project Name as the unique identifier so then we can tie everything together in Excel. I can pull all Invoice and Payment information and the Project Name will tie to it appropriately. However, the expenses/checks will not. I've tried multiple support agents and they all end up back at the same conclusion - QB can't export or tie that data together in a report. This is bananas to me because I know the system ties it together because I can pull a Project Profitability Summary report that ties everything together, the Projects functionality itself is built on the fact you can tie expenses and income together under a project. I am praying one of you QB ninjas will be able to help me out because I am at a loss on how to make this happen.