Skip to main content
M
muahri
February 14, 2025
Question

CUSTOMISE TRANSACTION DETAIL BY PAYMENT ACCOUNT WITH PROJECT

  • February 14, 2025
  • 1 reply
  • 0 views

Hi, 

 

I just want to ask help. Everyday we check our expenses to make sure we balance our cash on hand. Part of cash balancing, is to make sure also the following details to be correctly recorded in quickbooks. 

 

I was able to customised TRANSACTION DETAIL BY PAYMENT ACCOUNT. However, we noticed that the project has no data at all.

 

And we realised that only the invoices, purchase order that the project will appear on other report. 

 

So, the customer service told me that the expenses will not show the project in the transaction detail report. But then, how can we check that our recorded data into quickbooks were correct? I still have to create another report? One report with complete information is already enough though.

 

Thank you!

1 reply

K
KimberlyS
February 14, 2025

You can run the Project Profitability report to review your expenses, muahri. The discussion below can help you generate this report and understand how it works.

 

Each report in QuickBooks Online has a different way of populating data, which depends on the report type and its customization settings. Hence, you'll need to run a report specific to a project to display related information.

 

In your case, the Project Profitability report will allow you to keep track of your expenses. You can then collapse the account you don't need, as it will show both your income and expenses data.

 

Here's how to run a report:

 

  1. Select Projects in the left pane.
  2. Pick the project you want to review, then head to the Project Reports tab.
  3. Choose Project profitability and click View.
  4. Click the amount under the Total column to see the list of your transactions for each account.

 

 

Additionally, note that you'll need to run another report for each project if you have multiple of them.

 

If you require further guidance when choosing a report that best suits your needs, check our QuickBooks Live Expert Assisted service. Our team of professionals is ready to equip you with the knowledge that can help with your everyday tasks.

 

Moreover, consider memorizing your reports to save their current settings. This way, you no longer need to go through the same customization process again. You can also send them via email at your preferred schedule.

 

Please add a comment on this thread if you have questions about the different project reports in QuickBooks Online. I'll be around to provide relevant information to address any of your queries.

Terms & ConditionsAccessibility statement