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Level 2

Can I run a report that compiles all project sales & expenses under the customer instead of having it broken down to its individual projects?

Currently, the report will show something like this: Customer A - Project #1 - Project #2 Total for Customer A How can I run a report that just sums up all projects to its respective customer without listing the projects under the customer?
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Best answer 2 weeks ago

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QuickBooks Team

Can I run a report that compiles all project sales & expenses under the customer instead of having it broken down to its individual projects?

Hello, Eryn L. 

 

I know the importance of having the report you need. As of this time, the report that shows the sum up all projects without listing under customer it's still unavailable in QuickBooks Online (QBO).   

  

 

 

 

To learn more about how Project feature works, check these articles: 

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.  

 

I'll be around if you need more help with QuickBooks. Take care and stay safe.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Can I run a report that compiles all project sales & expenses under the customer instead of having it broken down to its individual projects?

Hello, Eryn L. 

 

I know the importance of having the report you need. As of this time, the report that shows the sum up all projects without listing under customer it's still unavailable in QuickBooks Online (QBO).   

  

 

 

 

To learn more about how Project feature works, check these articles: 

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.  

 

I'll be around if you need more help with QuickBooks. Take care and stay safe.

View solution in original post