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graceytan
April 19, 2021
Question

Projects - Not showing the Overview

  • 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

3 replies

AlcaeusF
AlcaeusF
Level 14
April 19, 2021

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
April 30, 2021

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

D
DPARENT
July 27, 2021

I am having the same problem.  Did you ever find the fix ?

DivinaMercy_N
DivinaMercy_NModerator
Moderator
May 2, 2021

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:

  1. Go to the Help menu.
  2. From the Assistant tab, type your concern. Example: Projects - Not showing the Overview.
  3. Then, type Talk to a Human and click the Get help from a human option.
  4. 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:

  1. Navigate to the Projects menu.
  2. Locate and click on the project. 
  3. Select Project Reports. 
  4. Click View on the Project profitability section. 
  5. Modify any information you need to. 
  6. 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
March 19, 2024

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_CQuickBooks Team
QuickBooks Team
March 19, 2024

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:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  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
July 9, 2024

Thanks for reaching out to the Community, Ted. I can show you the steps in editing the user roles in QuickBooks Online (QBO).

 

Yes, I agree with you. From what I've seen in the screenshot provided, your user doesn't have access to those roles. You can edit the roles in QBO any time you want.

 

Here's how:

 

  1. Log in to QuickBooks Online. Ensure to log in as an admin user.
  2. Go to the Gear icon ⚙ and select Manage users.
  3. Select the Roles tab. Then, click Edit under the Action column.
  4. Click the View all permissions, and choose what role you want.
  5. Make the necessary changes, then select Save changes.

 

In addition, you can refer to this article to learn the access rights of your user roles in QBO: User roles and access rights in QBO.

 

Furthermore, you can refer to this article to learn how to change the primary admin user in QBO: Change the primary admin user in QBO.

 

Don't hesitate to reply to this post if you still have concerns about user roles in QBO. I'd be glad to lend you a hand.


Rhoice,

 

Thank you for your support.

I tried to change roll settings. I am the primary admin.

When I click [Add Role] and tried to click [Reports], I can select only [Expenses and Vendors] and [Sales and Customers]. I cannot do anything with [Project].

 

My goal is to have the [Overview] tab when the employee open the project.

 

Kind regards,

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