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karine-sekaconst
September 28, 2021
Question

Reports

  • September 28, 2021
  • 1 reply
  • 0 views

Hello,

I am trying to create a report for P&L by tag but with the payroll expenses. I tried many things and I can't see to get the details of P&L per job site.

I know that the tags for timsheets are not connected to actual tags. Can this be done some way?

We are looking for a report per job site that includes income and all expenses including payroll expense.

Any idea how I can do this?

Thanks for your help!

1 reply

T
Trish_T
September 29, 2021

Hi karine-sekaconst,

 

Welcome back to Community!  QuickBooks online offers several reports and allows you to customize them specific to your needs.  I'd be happy to help you find the information you're looking for!

 

When using the Profit and Loss Detail report, you can select the Customize button at the top right to open a panel with additional options.  Click on Filter to select All Customers, Suppliers, Employees, Location, Class and more, then hit Run Report.  If you'd like to see additional information, click on the small Gear at the top of the report and then Show More.  In this box, there's several options, including Location, Class, Transaction type and many others you may want to apply.

 

In addition, if you're using the Projects feature, you'll find reports within each project, such as Project Profitability, Time Cost by Employee or Supplier and Unbilled Time and Expenses.  These also have the option for customization.  For more information on the Project Feature, follow this link.

 

If you have any additional questions, concerns or require further assistance, please feel free to reach back out.  We'd be happy to help!

 

 

 

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