Hey there, @NeedSomeGuidence. I'm here to help you with pulling up a report.
In QuickBooks Online (QBO), the Project feature works like Job Costing in QuickBooks Desktop. This feature helps you to be organized and track all moving parts.
You’ll need to turn on the Project feature first, so you’ll be able to create a project and pull up the report you need.
To do so, here's how:
1. Go to the Gear icon, then choose Account and Settings.
2. Select the Advanced tab.
3. Find the Projects section and click Edit to expand it.
4. Turn on the Use project financial tracking.
5. Hit Save.
After that, please proceed to Step 2 of this article to set up and create projects in QBO. This contains steps that will guide you along the process.
Once done, you can now pull up a report by following these steps:
1. Go to Projects on the left pane.
2. Double-click the project name.
3. Under Project reports, select the report.
4. Filter your desired date and click run the report.
I've also included some articles that help you streamline the reporting process in QuickBooks:
Drop me a Reply below if you have further questions about utilizing the Projects feature, along with reports. I'll always be here to assist you. Take care.
