Question

Projects - Not showing the Overview

Forum|Forum|5 years ago
April 19, 2021
3 replies
14 views

The expenses added to the Project does not show in the Overview : Income - Costs = Profit.

What may be the reasons behind this problem? How do I rectify it? Thanks

QuickBooks Online - International

AlcaeusF

Level 14

Hello @graceytan,

Thank you for dropping by here in the Community. I'm here to help you correct the details showing in QuickBooks Online.

Missing information from the Project Overview can be an issue related to the web pages. We can use a private browser to access your account and see if the figures show up.

It doesn't use the cache, which stores data that creates browser-related issues. Please use these keyboard shortcuts depending on the browser you're using:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + P
Safari: press Command + Shift +N

If you can view the amounts, let's switch back to the regular browser and clear its cache & historical data. This helps to restore the default setup of the browser.

In case private browsing doesn't work, use another supported web engine to get the best and most secure experience with the program.

Let me know if the problem persists by leaving a comment below. If you can add more details about your QuickBooks region, it would help us check the issue.

Additionally, I recommend visiting the following article to guide on how to add existing expenses to a project in QuickBooks: Set up and create projects in QuickBooks Online.

You're always welcome to post any questions you have in this space related to the projects. I'll be happy to help you some more. Have a good day.

R

rcservicesinc-ra

This "fix" doesn't work. I've cleared the cache, I always use incognito in Chrome, I tried Firefox.... Still no Overview tab in Projects when I click on a project.

I tried to start a live chat and it's not available.

Please help by making accessing technical support easier!

Thank you,

Rachel

N

ndamo

Hello there, @ndamo.

Let's check the role or user type your service writer has to make sure they can access the Overview tab in the Projects menu and go through some troubleshooting steps so you can utilize the user management screen accordingly in your QuickBooks Online (QBO) account.

When you've added your service writer as a Standard (customised) or Company admin user, they'll be able to access the Overview tab in the Projects menu. You'll have to check their user type to ensure they can see specific tasks in QBO. To do this, here're show:

Go to the Gear icon or Settings ⚙.
Select Manage users.
Find the name of the service writer, then click Edit under the Action column.
You can change the User type ▼ or select the user settings you want to manage (if applicable).
Click Save.

After that, ask the service writer to sign out and sign in again into QBO to see the updates. Then, let them go to the Projects menu, open the project they want to review and go to the Overview tab. Please see the screenshot below for your reference.

On the other hand, you may have a browser cache-related issue in your account. That's why the screenshot or the demo in the Add and manage users in QuickBooks Online article is different on your user management screen. Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause performance issues using QBO.

To fix this, you can perform some troubleshooting steps. Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

Press Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)

Once signed in, go back to the Manage users page and manage users' profiles.

If you're able to do so, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.

Also, you may want to check out this article as your reference to guide you in managing projects and tracking your profitability in QBO: Set up and create projects in QuickBooks Online.

Please feel free to leave a comment below if you have other project concerns or questions about managing users' access in QBO. I'm always ready to help. Take care, @ndamo.

No, none of this works.

As far as I can tell, anyone who needs access to a project overview must be a company admin, which I can't allow. You charge people extra for the user management interface, but the roles are barely customizable.

Thanks,

Noah

DivinaMercy_N

Moderator

Hello there, @rcservicesinc-ra.

Phone lines are now open. We temporarily suspended calls to prevent long hold times as we resolved a direct deposit payroll issue. To connect with our live support team, please follow these steps:

Go to the Help menu.
From the Assistant tab, type your concern. Example: Projects - Not showing the Overview.
Then, type Talk to a Human and click the Get help from a human option.
Choose either Chat or Callback.

To ensure that a representative will assist you right away, please see our support hours page.

Also, to get a handy copy of your project data, you can run a report and export or print it. Here's how:

Navigate to the Projects menu.
Locate and click on the project.
Select Project Reports.
Click View on the Project profitability section.
Modify any information you need to.
Once ready, simply click the Export or Print icon.

Please know that I'm always around here in the Community to help. Just post a reply below if you have further concerns about projects in QBO. Keep safe.

N

NLD1

How is this still an issue after what appears to be 4 years of complaints on this? This is something I used all the time in Quickbooks Desktop before being forced to conver to QBO this year.

L

LollyNino_C

QuickBooks Team

I appreciate your participation in this thread, @NLD1. Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO).

As my colleague mentioned above, your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. We highly value your suggestions and consider them while making product updates.

Here's how:

Click the Gear icon in the upper-right corner.
Select Feedback under Profile.
Share your feedback.
Click Next to submit.

Once done, your valuable suggestion goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature.

In this case, I want to ensure that someone will check your company's information to know each account location. Having said that, I'd like to redirect you to our Customer Care Team. This way, they can check your account in a secure environment and verify the information on each company since we can't verify your QuickBooks account here in the Community.

In the meantime, for more information on adding existing transactions to a project in QuickBooks, see this article: Set up and create projects in QuickBooks Online.

Please know that I'm always ready to help if you have other feature and account management concerns in QBO. Take care, and I wish you continued success, @NLD1.

T

Ted-1967

I have same issue and read whole threads.

I believe I need to edit the role and I guess this is because Project in the Report is marked X.

Is there anyway to make these available to select?

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