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brentsharpmack-o
September 9, 2023
Question

How do you apply specific expenses to a certain customer so it shows on the profit and loss by customer? Right now it's in the Not Specified column.

  • September 9, 2023
  • 18 replies
  • 0 views
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18 replies

GlinetteC
September 9, 2023

I have all the information you need to apply the expenses to a customer in QuickBooks Online, Brent.

 

To apply specific expenses to a certain customer and have them show on the Profit and Loss by Customer report, you can follow these steps:

 

  1. Go to the Expenses menu and select Expenses.
  2. Locate the expense you want to assign to a customer and click on it to open the details.
  3. In the Category column, select the appropriate expense account.
  4. In the Customer/Project column, choose the customer you want to associate the expense with.
  5. Click Save and close.

 

By following the steps, it will no longer appear in the Not Specified column. Instead, it will be categorized under the respective customer in the Profit and Loss by Customer report. 

 

In addition, here are some articles that will help you in managing your reports in QBO: 

 

 

Please notify me in the comment section below if you have follow-up questions about handling reports in your account. I'm just a few clicks away to help you again. Have a good one!

brentsharpmack-oAuthor
September 18, 2023

Thank you.  Follow up question.  I followed your steps, but when I get to the Expense Detail screen, I do not have the Customer/Project column.  Is there a way to add this?

 

 

ChristineJoieR
September 18, 2023

I can see you need to manage your projects, @hotjam22. I'll guide you and give you more insights about this concern in QuickBooks Online.

 

QuickBooks Online offers a feature called Projects that allows you to track the profitability of your projects. With Projects, you can easily add project income, expenses, and labor costs all in one place. It helps you keep track of your project's financials and analyze its profitability.

 

Furthermore, QuickBooks Online provides a project-specific dashboard where you can view all the relevant information about your projects.

 

If you are using QuickBooks Online Plus, Advanced, and Accountant, here are the steps to take to create a new project:

 

  1. Go to Business Overview and select Projects.
  2. Pick a New project.
  3. In the Project name field, enter the project name.
  4. Choose the project customer from the Customer ▼ dropdown.
  5. Add any notes or details about the project in Notes.

 

Additionally, you can visit this article for your handbook on how to manage your projects: 

 

 

I'm just a few clicks away if there's anything else I can help manage your expenses. I'll ensure you're all set. I wish you all the best in everything that you do.

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