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SESPower
December 5, 2023
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Customer/Project on a bill

  • December 5, 2023
  • 1 reply
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How do I see what customer/project is allocated to what category on a bill WITHOUT opening each bill? Is there a report?

Best answer by Clark_B

Welcome to the Community, @SESPower.

 

I'd be happy to guide you to see the projects and categories on a bill through reports in QuickBooks Online (QBO).

 

To begin, you can use the Transaction list by Split report to show the category used in a bill. To show the only projects, you have to customize it by filtering the date, and the name of the projects.

 

Here's how:

 

  1. Go to the left navigation panel, and select Reports.
  2. Type Transaction list with splits and click it.
  3. Click the Customize beside the Save customization.
  4. Click the drop-down button under the Report period, and Filter the date.
  5. Select the Filter, and click the drop-down button of the Name section.
  6. Find the Name of the project that you want to run.
  7. Click Run report.

 

Additionally, you can reorder the columns by clicking the Gear Icon of the reports.

 

I will also include a helpful article that guides you in memorizing reports: Memorize reports in QuickBooks Online.

 

Please feel free to leave a comment below if you have any concerns regarding the transaction list by split report or any other QBO-related issues. We are always here to assist you.

1 reply

Clark_B
Clark_BAnswer
December 5, 2023

Welcome to the Community, @SESPower.

 

I'd be happy to guide you to see the projects and categories on a bill through reports in QuickBooks Online (QBO).

 

To begin, you can use the Transaction list by Split report to show the category used in a bill. To show the only projects, you have to customize it by filtering the date, and the name of the projects.

 

Here's how:

 

  1. Go to the left navigation panel, and select Reports.
  2. Type Transaction list with splits and click it.
  3. Click the Customize beside the Save customization.
  4. Click the drop-down button under the Report period, and Filter the date.
  5. Select the Filter, and click the drop-down button of the Name section.
  6. Find the Name of the project that you want to run.
  7. Click Run report.

 

Additionally, you can reorder the columns by clicking the Gear Icon of the reports.

 

I will also include a helpful article that guides you in memorizing reports: Memorize reports in QuickBooks Online.

 

Please feel free to leave a comment below if you have any concerns regarding the transaction list by split report or any other QBO-related issues. We are always here to assist you.

S
SESPowerAuthor
December 6, 2023

Oh my gosh, it actually worked!!!! Do you know how many other support questions I went through to try to find the answer only to do the steps and it not be what I need?  A LOT! Thank you!

    J
    JuliaMikkaelaQ
    December 6, 2023

    That's good to hear, @SESPower.
     

    On behalf of my colleague, @Clark_B, it's our pleasure to help you find a way to view the projects and categories on a bill. Please know that your concerns are our utmost priority, and we want to provide you with the most accurate solutions that fit your every concern.
     

    Leave us a comment or a reply if you have other concerns about QuickBooks. The Community is always here to help and guide you throughout the process. Have a great day!

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