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bepresent
January 31, 2022
Question

Specific report by project

  • January 31, 2022
  • 1 reply
  • 0 views

We are restructuring our business and I'd appreciate some input on how to best do this.
Lets say my business is making websites and so far I have profit and loss reports for the business as a whole.

 

But now I also need to be able to pull profit and loss (monthly/yearly) reports for a specific website/project only.

 

How do I best achieve this?

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
January 31, 2022

Hi there, @bepresent. I can guide you on how to generate the report you need.

 

You can still run the Profit and Loss report, however, you need to filter the Customer name to only display the project you need. This way, only the entries for the said project will be added to your report.

 

Here's how:

 

  1. From the Profit and Loss report window, go to the Customize tab.
  2. Scroll down to the Filter section, then select the website/project name under Customer.
  3. Tap on the Run report tab to refresh the page.

 

Once you had the information, you may print or export the report to Excel to save a copy of it.

 

For more tips about customizing and running the basic reports in QBO, you can open this article: Run reports in QuickBooks Online.

 

You also have the option to memorize your report to save its current customization settings. Check out this link as your guide: Memorize reports in QuickBooks Online.

 

Let me know if you have any other questions about running your report by job/project. I'll be right here to provide additional assistance. Keep safe!

B
bepresentAuthor
January 31, 2022

Hi @Angelyn_T, 

Many thanks for your speedy reply. However, this solution wont work for us I believe. 

We don't produce websites for customers. We produce websites, cover their expenses (including marketing) and earn the income the projects generate. 
Do you have any other idea how we can best generate project specific income and expense reports?

K
Kurt_MQuickBooks Team
QuickBooks Team
January 31, 2022

I’m chiming in to share some information about your query, @bepresent.

 

You can consider running a Project profitability report in QuickBooks Online (QBO). It will give you a breakdown of your income/costs and you can also customize them.

 

To begin, here’s how:

 

  1. On your left navigational bar, click Projects.
  2. Select the project’s name.
  3. Go to the Project Reports tab.
  4. Hit the Project Profitability Report.

 

To know more about how the Project feature works, see this article: Set up and create projects in QuickBooks Online

 

 In case you’d like to export a project report in QBO, these are the steps:

 

  1. Go to the Projects tab.
  2. Locate and click on the project.
  3. Pick the Project Reports portion.
  4. Click View on the Project profitability section.
  5. Customize the report to show those data that you need.
  6. Once you’re ready to print or export, just hit the icons to print and export in the top right-hand corner. You can also email the report if you want.

 

 For visual reference, you can refer on the screenshot below.

 

 

Additionally, I’ll be leaving these articles for future reference:

 


Let me know if you need further assistance with this by leaving a comment down below. I'd be more willing to help you. Keep safe and have a good one!

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