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June 10, 2024
Question

Is there a way to run a full transaction report with a column for the project code in?

  • June 10, 2024
  • 1 reply
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1 reply

June 10, 2024

Hey there, Phil.

 

Currently, QuickBooks Online doesn't have the option to include a project code column in reports. As a workaround, you can export the report to Excel and then modify it to add the column. Here's how:

 

  1. Navigate to Reports.
  2. Find and select the report you want to export.
  3. At the top of the report, click the Export/Print button, then choose Export to Excel.
  4. Save the file in an easily accessible location.

 

 

For more detailed instructions, visit this article: Export your reports to Excel from QuickBooks Online.

 

Additionally, you can personalise your reports to focus on the important details and memorise them to save their current customisation settings.

 

Should you have any other questions besides reports, feel at ease to leave a reply. It's always our pleasure to help. Take care and have a great day.