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jjohnson-captain
January 16, 2024
Question

What report can I run to ensure all expenses have been allocated to a Project? Or, even easier, add the Project field to the Expense view.

  • January 16, 2024
  • 1 reply
  • 0 views
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1 reply

T
Trish_T
January 16, 2024

Hello jjohnson-captain,

 

Welcome to Community!  The QuickBooks Online Project feature is a dynamic way to track your customer jobs with peace of mind.  It's essential that you're able to run reports, to review specific areas of your projects.  I would be glad to assist!

 

All reports are customizable, so you can see what matters most.  Follow these steps to see the project expenses;

 

1. Open Projects from the left menu

2. Select the desired project from the list

3. Scroll down and click on Expense, to open the Transaction report

4. Click on Customize to set your preferred Columns and Filters

5. Hit Run report

 

If you would like to see additional project reports, or customization options, please don't hesitate to submit a suggestion to the Development Team.  Recommendations are greatly appreciated to assist us with future updates and feature enhancements, to improve your overall customer experience with QuickBooks Online.

 

Feel free to reach back out with other questions.  We would be happy to help!

J
jjohnson-captainAuthor
January 16, 2024

Thank you. I am not looking to run project-centric reports but to ensure all expenses logged in QBO have been allocated to a project. Adding the project/customer field to the Expenses/Expenses view would do the trick. Not sure why this is so limited in its functionality.

P
Patrick Matthews
January 20, 2024

I struggle with the same thing.  I need / want to make sure bills and expenses are assigned to projects.  I need a line item detail report showing me bills and expenses and what project they have been assigned to.  

 

Did you find a resolution to this?

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