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Koizumi008
Level 3
posted
‎April 28, 2022 02:31 AM
last updated ‎April 28, 2022 2:31 AM

Projects

Hi, 

 

Is there a way we can view Profit and Loss per Project only and not for all customers?
We only want to limit the data to all projects only since we want to study them each. Currently I can do this, however, the data for all customers are there also, so it makes the report confusing. 

 

Thank you in advance!

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Best answer April 28, 2022
Solved

Best Answers
JenoP
Moderator
Moderator
‎April 28, 2022 05:15 AM

Projects

I'd be glad to help you get the project reports that you need, Koizumi008.

 

You can run the Profit and Loss by Customer report. Then, customize it so you can only the projects that you want to be part of the report. Here's how:

 

  1. Go to the Reports menu and look for Profit and Loss by Customer. 
  2. Click the Customize button in the upper-right hand corner.
  3. Proceed to the Filter section and click on it to see more options.
  4. Click the box for Customer, then the boxes for customers or project that you want to see in the report.
  5. Select Run report. 

 

Additional details about removing or adding data in the reports are discussed here: Customise Reports in QuickBooks Online.

 

Feel free to check out these articles in case you need more guidance when doing these tasks in QBO:

 

 

Please don't hesitate to reach out to us again if you have more questions for us. We're always here to guide and help you again. 

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2 Comments 2
Fiat Lux - ASIA
Level 15
‎April 28, 2022 04:27 AM

Projects

Consider to have the Business Intelligence app to integrate with QBO.

Reply
JenoP
Moderator
Moderator
‎April 28, 2022 05:15 AM

Projects

I'd be glad to help you get the project reports that you need, Koizumi008.

 

You can run the Profit and Loss by Customer report. Then, customize it so you can only the projects that you want to be part of the report. Here's how:

 

  1. Go to the Reports menu and look for Profit and Loss by Customer. 
  2. Click the Customize button in the upper-right hand corner.
  3. Proceed to the Filter section and click on it to see more options.
  4. Click the box for Customer, then the boxes for customers or project that you want to see in the report.
  5. Select Run report. 

 

Additional details about removing or adding data in the reports are discussed here: Customise Reports in QuickBooks Online.

 

Feel free to check out these articles in case you need more guidance when doing these tasks in QBO:

 

 

Please don't hesitate to reach out to us again if you have more questions for us. We're always here to guide and help you again. 

Reply