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KateMcG
Jan 20, 2020 12:39 PM UTC
Solved

Export a list of Projects

Hi,

 

Is it possible to export a list of projects (perferrably to Excel)?

 

Thanks,

Kate

KateMcGAnswer
Jan 20, 2020 7:01 PM UTC

Thanks!  

 

I've just sent it through the Feedback menu, however it then recommends I post it in an forum for feedback - but that forum appears to be closed... So hopefully my suggestion will make it through.

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16 replies

AddieC
AddieC
Jan 20, 2020 6:27 PM UTC

Hello KateMcG, 

 

Projects is an awesome feature that allows you to keep track of your income and expenses for each individual job you're working on. QuickBooks Online allows you to stay organized, while also saving you time with features like Projects. I can see how it would be beneficial to have a list showing you everything you have on-the-go. I'll explain how to export a list of Projects. 

 

While it'll be in PDF format, rather than Excel, you can print or save a copy of your Projects list from the main Projects page. To do this, click Projects on the left navigation menu, then select the small printer icon above the list. 

 

At this time, this is the process available to see a list of your Projects. I know how handy it would be to have the option to export this list to Excel. I recommend submitting your feedback by clicking the Gear icon > Feedback. We're always looking for new and improved ways to save you time. 

 

Have a nice day. 

    KateMcGAuthorAnswer
    Jan 20, 2020 7:01 PM UTC

    Thanks!  

     

    I've just sent it through the Feedback menu, however it then recommends I post it in an forum for feedback - but that forum appears to be closed... So hopefully my suggestion will make it through.

    AddieC
    AddieC
    Jan 20, 2020 7:23 PM UTC

    It sure will! I'm glad you've sent over your message. :)

    kevinamfs
    Nov 8, 2022 7:54 PM UTC

    I think I may have come up with a solution for this... I was able to create a custom report to get to my list of projects..

     

    Under "customize report" you can select Customer columns: Customer name, Company name, and Deleted. Then assuming you set up Customers with "Company Name" populated, you can filter using the following logic to exclude Customers and only show Projects:

     

    Company name is empty

    Deleted not equals Yes

     

    Hope this helps!

    sim1tti
    Oct 24, 2023 9:13 PM UTC

    I've been generating a simple project list as an xls file by going through the "Sales" tab rather than the "Projects" tab. See if this works for your purpose:

    Go to "Sales" tab in the side menu, then scroll and select the "Clients" sub-tab. Once there, hit the gear icon (next to print and export icons), select "Include projects." Then hit the export icon.

    This will produce an xls file  with clients, projects, and sub-clients in the pathway delineation of Client:Project or Client:Subclient. Unfortunately the column options do not include "status" so the list includes all clients and subclients from the begining of time; you'll need to cross it with some other kind of report or export, depending on what you're specifically looking to do.

      New User JO
      Oct 24, 2023 9:57 PM UTC

      I think that is what I will have to do now. Thanks.

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