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

D

DPARENT

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

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

Thank you for coming back to this thread and for the steps you've already taken to resolve the role settings, Ted.

I'm here to help you configure user roles in QuickBooks Online (QBO) to ensure your employee can access the Overview tab in projects, and provide an alternative if needed.

First, please know that when adding a custom role in QBO, the Report section only allows users to access reports and as of now, it isn't possible to grant custom access to Project. Although we can explore some user roles that have access to it, they won’t provide access to the Overview tab.

For your employee to access the Overview tab in projects, the closest role we can apply is the Company Admin role. However, please know that this user role will also have access to every part of QBO and can do everything the Primary Admin can do except edit or remove the primary admin's access. Just a heads up, once set, you won't be able to change this role to another role directly.

Alternatively, consider granting the Standard all access role to your employee. While this won't provide access to the Overview tab, your employee can view similar information using the Project profitability report. For more info about user roles in QBO, I'm adding this article as a reference: User roles and access rights in QuickBooks Online.

To help manage your projects in QBO, let me also include this article as a future reference: Track hourly labour costs and profitability by project in QuickBooks Online.

We'll be here in the Community if you have further questions about managing user roles for your employee in QBO. We'll do our best to assist. Take care!

AlverMarkT,

Thank you for your information.For now, I will assign Standard all access role so that they can see the profit of the project through the Project profitability report. This roll has more than they need, though.

It is ideal to check the profit on the screen rather than printing the profit report.

I would request to add the profit on the [ESTIMATES VS. ACTUALS] section so that employees can check the profit easily.

Kind regards,

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