The profitability report in Projects is combining all of my Sales Items. How can I organize them so the sum of each Sale Item is listed on the report?

Hi there, RHofDDG. Let me shed some light regarding the project profitability report and ensure you can organize your sales items. 

The project profitability report is designed to combine all sales items. Currently, the option to organize by sales items to show the sum amount of each one is unavailable. 

For now, you can assign classes to invoices or sales receipts assigned to projects to organize them more efficiently. Then, you run the Profit and Loss by Class report to view the sum amount of each sales item. 

First, let's turn on the class tracking feature:

1. Hover to the Gear icon and select Account and settings.
2. Select Advanced, then choose the Categories section to edit.
3. Turn on the Track classes switch.
4. Select Warn me when a transaction isn't assigned a class. 
5. Under Assign classes, select One to each row in transaction.
6. Select Save, then Done.

Now, let's create a class instead of setting up a category:

1. Hover to the Gear icon and select All Lists.
2. Select Classes, then click New. 
3. Enter the class name. Ex. Cleaning Income
4. Hit Save.

After that, you can assign a specific class to your transactions:

1. In the All Sales page, double-click the transaction assigned to the Project.
2. Click Edit, then select the Class column.
3. Choose a class, then hit Save. 
    

Lastly, run the Profit and Loss by Class report:

1. Go to Reports, then enter Profit and Loss by Class in the search bar. 
2. Click the Report period dropdown to select your preferred date. 
3. Select Customize, then hover to the Filter section.
4. Click the Distribution Account dropdown and select All Income Account.
5. Select the Customer dropdown, and choose the specific project name.
6. Hit Run report. 

On the other hand, you can set up a separate category to achieve your goal. However, this will result in multiple income accounts. So, it's advisable to consult your accountant to determine if this process is suitable for your business needs. If you don't have one, you can find a professional through this link: https://quickbooks.intuit.com/find-an-accountant/. 

Furthermore, you can print, email, and export the reports you've pulled up to save them for future reference. You can also memorize them, so you won't have to do the customization process. 

I'm still here to back you up whenever you need clarification about organizing by sales items to show the sum amount of each one. Click the reply button below to enter your queries.