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Vantage2042
Level 1

Track Profit & Expenses with Customers

I would like to know if It’s possible to track expenses and profits by each customer just like projects. With projects it tells you the profit margin and everything and I would like to see that with my customers profile. 

1 Comment
GlinetteC
Moderator

Track Profit & Expenses with Customers

I've got the steps on how to achieve this in QuickBooks Online, Vantage2042.

 

To track expenses by customers, we'll have to have to make sure that the Track expenses and items by customer feature are turned on. 

 

Here's how:

 

  1. Click the Settings icon, then Account and settings.
  2. Choose Expenses from the left tab.
  3. Tick to turn on Track expenses and items by customer.
  4. Select Save and Done.

Once done, you can run the Profit and Loss by Customer report. This shows the income, expenses, and net income by customer.

 

I'm adding some links that provide insights about running and customizing reports in QBO:

 

Thanks for dropping by. If there's anything I can do to help, please do add a reply below. Have a great day!

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