Question

Does anyone have issues with expenses not showing up as costs in their project report. Only one expense is showing up which is a Bank Charge?

Forum|Forum|5 years ago
December 13, 2020
11 replies
0 views

Expenses show up in the transaction lists under the project but they don't show up as a cost in the line chart

QuickBooks Online

I've checked our records and haven't seen any investigations similar to yours, Userjphillips.

Also, I've replicated your concern, and I've seen the expenses showing under costs. You may be experiencing web issues. Let me help you resolve it. We'll have to perform the basic troubleshooting. Let's start by opening the program using an incognito window. It's the best place to spot browser hiccups. Here are the shortcut keys:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

If you're able to see the expenses, you can go back to the main browser, then clear the cache to refresh it.

Also, you can use a different browser to help us narrow the cause of this behavior.

Let me add the article about projects as a future reference: Set up and create projects in QuickBooks Online.

You can get back to this thread if you need more help. We're just one post away. Take care!

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userjphillipsAuthor

Thanks Kristine! Unfortunately, trying a new browser, hard refresh of current browser or using incognito mode didn't help. In our projects, we still see transactions that are listed as expenses but are not showing up as costs in the project chart. Well, there is one bank fee expense that is showing as a cost but none of the other expense. Can someone look at my account to troubleshoot?

MichelleBh

Hi, @userjphillips.

I appreciate you for doing the primary troubleshooting steps presented by my colleague above to isolate the problem.

Let's delete and recreate the customer's transaction as an alternative. This way, you can identify if there's something wrong with the transaction.

Here's how:

Choose the Projects tab on the left side.
Click the customer's name, then pick the Transaction menu.
Choose Expense and Date in the Filter drop-down arrow.
Hit the data, then tap the More button.
Elect Delete.

However, if that expense is linked to an invoice, I'd suggest deleting the invoice first, then follow the steps above.

If the issue persists, I'd recommend communicating with our Customer Care Team. They have tools to take a look at your account in a safe environment and provide other troubleshooting actions.

Here's how:

Go to the Help menu, then choose Contact Us.
Type your concern in the box and hit Let's talk.
Choose either Get a call or Start a chat.

4. Complete the needed information, then submit the request.

Please call our support with the business hours to guarantee we address your concern immediately.

Please browse through these articles below. These links contain steps about how to calculate profits, cost by project, and other relevant topics:

Let me know how the call goes or if you have additional concerns. I'm well delighted to help you. Keep safe!

E

erinmhogg

I am currently experiencing the same issues. Have tried all the troubleshooting. On hold now with QB support to report this issue. My boss is looking at the projects with no costs and assuming my work is not done because the expenses, even a couple invoices, are not showing up in the project report summary. You can only see each transaction once you open the project then select the transactions tab. There you can then see every transaction. Pretty frustrating but I am hopeful this glitch will be corrected soon.

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accountingprojects

I have had the same / similar issue. Each week, I have to prepare a report for our owners with regards to the profitability of the projects. It can take hours for something that I should easily be able to run in QuickBooks. When I went to Projects, the total costs on the main page (and printed report) wasn't equaling the total costs when I actually went into the project. I reached out to QuickBooks several times to attempt to resolve my issue, and no one could seem to understand my issue. Finally, I was able to narrow down the difference between the overview and the Project Profitability to contract services. Once I went into the contract services account and changed the type from payroll to other business expense, my numbers match!! Since it appears that many people are having the same issue, I would suggest looking at your account types and changing if necessary. It may not solve everyone's issues, but it may help narrow the differences.

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TStinnett

THIS WORKED! Thank you! I also noticed the difference seemed to be with Contractor expenses. Those were not showing in the reporting but were there in the transaction list.

9130 3499 8598 0146

I am having same issues for a month, and the issue is still there. Can anyone help? I got 2 assigned investigation number and none of them have been fixed! My case number is 54314 and [removed]. I needs this to be fixed in order to send the bill to my customer. Please help.

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NateH

Check to see that the category type of the categories that the expenses are assigned to either Cost of Goods Sold, Expenses, or Other Expenses. I had the same problem and realized that my expenses were categorized to Fixed Asset type categories. Switching the category type for those expenses to one of the aforementioned category types fixed the issue.

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pauloh23

this is the answer. thanks mate

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HA96727

I am also having the same problem with ALL my projects on QBO. It's already March 19, 2021, 3 months ago @userjphillips posted his problem and QBO still hasn't solved this. How much longer do we have to wait? This is very frustrating.

JessT

Hi HA96727,

It would be best to contact our Support team, so they can investigate this further. As of the moment, we need more details about this behavior. How to contact QuickBooks Online Support.

If you have other questions, please let me know.

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Protemp

I have just attempted to start using project tracking and we entered a couple invoices using the project access for entering bills and they do not show up under costs. I don’t have time to re-enter data and I don’t have time to be on phone for hours. All these complaints and still no solution?! I will just have to track projects manually. Wonder if my subscription would be lowered if areas of their software is not usable.

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Rob357

I am having the same issue but only while using the web browser version of quickbooks (either google chrome or safari). However, all expenses show up correctly in the iphone/iOS App. Must be a web browser only issue. Please fix.

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Catherine_B

I do appreciate your time in performing the steps provided by my colleagues, Rob357.

I suggest reaching out to us so we can further investigate why you're unable to see the expense costs in the project reports through one of our supported browsers. Once you'll get in touch with our Phone Support Team they'll reach out to our engineers and find out the root cause of this issue.

The steps are laid out by my colleague on how to contact us. You can also use the link on how to reach out to us: QuickBooks Online Support.

Keep me posted if there's anything else that you need help with. Take care!

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Reed5

I am having this issue. Started in June 2021, is there a solution? I have call customer support multiple times and been given a case number. Has anyone had better luck than me?

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TrestleforNonprofits

I noticed that my Journal Entries were not showing up in my project reports. I tried clicking the check box to make the entry an adjusting entry and that did the trick.

J

Joshua Tree Development

I know I'm replying to this very late but I was having this same issue. And after hours scouring the internet and on the phone with Quickbooks trying to resolve it, my accountant was able to tell me the problem after looking at it for less than 2 minutes. It's an accounting issue, not a software problem.

The costs that were not showing on the project overview were all inventory expenses for me. Because they were current inventory items, they were on my balance sheet, not my profit / loss sheet. They don't show as actual costs of the project until they are moved off your balance sheet and onto your profit loss sheet. Once your project is finished, you can do a journal entry to move them from your balance sheet to your Costs of Good Sold. Once that's done, you'll see them all show up. Kind of annoying as you don't get real time numbers, but that was the issue for me.

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hanhirt

FIX that worked for me:

1. Go to the set up of your particular Expense GL Account for the transactions that you are missing.

2. Edit them and change the "Tax form section" to Other Business Expenses.

NOTE: If there the GL account is a subcategory to another GL account, you will need to change the parent account as well.

This is an issue with the GL account set up and the Tax form section, QBO doesn't read particular accounts for the Project expenses. For example, payroll expenses (if you have a 3rd party processor) will not show up. I think because QBO has their own timetracking and payroll software and it is meant to integrate with that.

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SWyatt502

I too am having the same issue. PROJECTS used to be a pretty handy feature. But now, whatever you have done to "improve" this section is a huge failure. I did find that if I went into each project individually, clicked on the PROJECT REPORTS, then PROJECT PROFITIABILITY and change my report from CASH BASIS to ACCRUED, all of my charges appeared, and I was able to print out the correct itemization. I'm assuming since the figures I was missing were attached to an open invoice, it did not pick them up. I have no other explanation.

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