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S
SZon
February 4, 2021
Question

QBO Project Reports

  • February 4, 2021
  • 1 reply
  • 0 views

I have recently switched to QBO from Sage 50 for our construction company. My most commonly used report in Sage was a Project Income Detail report showing all income (invoices) and expenses (subcontracts, materials) for a particular project. The report should include all the individual transactions, as well as the totals for each category (income, subcontracts, materials, etc).  I cannot find a comparable report in QBO.  The closest is the "Project Profitability" report but it gives no detail on the transactions, only the summary/total amounts in each category.

Can someone help me find/customize a project detail report? 

Thanks in advance!

1 reply

C
CaitlinOG
February 5, 2021

Hi SZon, 

 

Welcome to the Community! QuickBooks Online provides a number of customizable reports that allow you to assess the health and performance of your business. I can help you find a report that suits your needs. 

 

The Project Profitability report is the primary report for viewing job related income and expenses, but as you mentioned, it shows the summary of the transactions and not the details. You can click on the amounts within the Project Profitability report to pull a list of the transactions in detail. An alternative report that could work for you is the Transaction List by Customer report. You can customize this report to show only transactions for the customer who the project relates to, and set the date range to cover the period that the project took place in. If there are any other transactions for this customer during the time period they'll show up on the report as well, however they'll be grouped in a different section of the report, while the transactions for the project will be grouped together. You can learn more about customizing reports in this Community article: Customize reports in QuickBooks Online

 

Please let me know if there's anything else I can do to help you!

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