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September 13, 2024
Question

Can I print one report of a customer with multiple projects?

  • September 13, 2024
  • 1 reply
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How to generate a report for a customer with multiple projects?

1 reply

September 13, 2024

Yes, Lihlahleng. It is possible to print reports showing multiple projects from a customer in QuickBooks Online. I'll show you how to do it.

 

Let’s print the documents directly from the Project section, ensuring that all relevant details are easily accessible and organized. This way, we can maintain a clear overview of our projects while having everything we need at our fingertips.

 

Here's how:

 

1. Choose the Project tab.
2. Use the filters for Customer Name, Status, and End Date.
3. Next, click the Print icon to show more details.

 

If you're ready to add your projects to your customer invoice, you can find instructions in this article: Add existing invoices to projects in QuickBooks Online.

 

Additionally, get ready to record invoice payments by following the instructions in this article: Record invoice payments in QuickBooks Online.

 

You're still welcome to share your comments if there are things you need to achieve about projects or reports in QuickBooks Online. Have a happy day.