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loanay02
Level 1

I'd like a report that 1) shows the Profit and Loss of my Products / Services... 2) filtered per Project

 
1 Comment 1
JasroV
QuickBooks Team

I'd like a report that 1) shows the Profit and Loss of my Products / Services... 2) filtered per Project

Thanks for sharing the details with us, @loanay02.

 

You'll want to run the Sales by Product/Service Summary report and export it to Excel. From there, add another column for the project. Then, open your project profitability report per project for reference. Let me show you how.

 

The Product/Service Summary report shows you the total sales of each product or service.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Reports menu.
  2. Search for Sales Product/Service Summary report.
  3. Click the Export icon at the top. 2.PNG
  4. Select Export to Excel.

Here's an article you can read for more details: Export your reports to Excel from QuickBooks Online.

 

Once done:

  1. Go to the Projects menu.
  2. Select and open each project you want to add to excel.
  3. Go to the Project Reports tab.
  4. Select the Project profitability report.

You might also want to check to this article that provides detailed instruction on how to personalize your reports to show the data you need: Customise reports in QuickBooks Online.

 

Please let me know if there's anything else I can help you with. I'm always around to assist you. Stay safe!