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July 25, 2024
Question

How do I generate a report of projects that are currently in progress? I can't figure out how to filter out the closed projects.

  • July 25, 2024
  • 1 reply
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1 reply

July 25, 2024

Thanks for posting in the Community, Dawn.

 

I recommend running the Project Profitability Summary report and customizing it to exclude those closed projects.

 

Here's how:

 

  1. In the left menu panel, go to Reports.
  2. Type Project Profitability Summary under the Find Report field.
  3. Hit Customize, then click Filter dropdown.
  4. In the Project Status portion, select In progress.
  5. Click Run report.

 

For more details about personalizing reports, feel free to check this resource: Customize reports in QuickBooks Online.

 

Also, you can refer to this article if you want to generate your report: Export your reports to Excel from QuickBooks Online.

 

Visit us again if you have any other questions or concerns about generating reports. I'm always here to help you achieve your goals.