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September 5, 2024
Question

Where did the project profitability report go!!! I used to run that report, then click the bottom number (income), it would breakdown all the detail and then I exported.

  • September 5, 2024
  • 1 reply
  • 0 views
We go to Projects, select the project, run the Project Profitability report, then click the bottom number and it would break down all income and expenses allowing us to essentially export a detailed project P&L.  Now I have to go into reports and customize it for each job.  Is anyone else struggling?

1 reply

September 5, 2024

I can see the significance of running the Project Profitability report when reviewing your income and expenses, @youngamyyoung. Let me share some steps to help you select the bottom number again and display the information you need.

 

Upon checking my sample QuickBooks account, I can still select the Net Income amount on the report. Let's perform some troubleshooting steps to see if the issue is related to cache build-up.

 

First, try opening your account in a private browsing window. This will help us identify if accumulated cache on your regular browser is causing the problem and fix it.

Use either of these keyboard shortcuts to access this mode:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

If it works, go back to your main browser and clear its cache. You can also use other supported, up-to-date browsers as an alternative.

 

Additionally, QuickBooks allows you to customize reports to display the specific information you need for your business.

 

If you have any more questions about running the Project Profitability report, don’t hesitate to ask. I'm always here to help.

September 5, 2024

Yes that's exactly what we used to do, go to projects, select the project in question, select "project profitability" run report then select income and it breaks it all out then we export to Excel.  I am not able to select income for a breakdown anymore, neither is my book keeper.  We use MacBooks, not sure that would matter.