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The screen shot below is from the Project Reports tab of a customer project in one of my client's QBO. The first three selections produce reports for just the particular project in questions. The selection below that under the "Report for all projects" heading gives a comprehensive report for all of my client's projects. This section does not appear in my own QBO Project Reports tab. Does anyone know why? I'm assuming there's a switch somewhere I need to flip to turn this on. Any help would be appreciated. Thanks.
Hi, @Ebrowncpa! Thank you for reaching out to us with your question about viewing project reports in QuickBooks Online (QBO). I appreciate your desire to stay on top of your projects and financial data.
If your client's company setup is QuickBooks Plus, you won't be able to view these reports since this is exclusive to QuickBooks Advanced. To check this, you can go to your Client overview and check the Company setup dropdown.
On the other hand, if your client subscription is Advanced, you'll be able to view them. However, if you're still unable to view them from your Project Reports tab, I recommend searching them manually using the Reports tab. To do so, here's how:
- Open your accountant account.
- Go to reports.
- Search those specific reports under reports for all projects.
Well-defined user roles can facilitate better collaboration among team members by ensuring that they have access to shared resources while maintaining the integrity of sensitive data. Refer to this article for detailed information: User roles and access rights.
QuickBooks Online Advanced provides real-time reporting, allowing you to see up-to-date financial information about your projects. This helps in making informed decisions quickly. It also generates detailed reports on project costs versus revenue enabling businesses to assess profitability accurately. You can identify which projects are performing well and which are not. For detailed info, check this article: Use reports to track your profitability and progress.
If you have follow-up questions about your access to project reports in QBO. Please don't hesitate to reach out. We're here to support you every step of the way! Have a great day!
