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FajitaShorty
November 26, 2023
Question

Profit and loss using tags

  • November 26, 2023
  • 2 replies
  • 0 views

I'm using the basic version of QB Online.  How can I use tags to show profit and loss by job / project?

thanks

2 replies

4
4Gal
November 26, 2023

The project feature is only available in QBO Plus or Advanced. Another option, use QB Desktop Premier.

S
SheandL
November 26, 2023

Welcome to the Community, @FajitaShorty. Thanks for reaching out to us with your query regarding profit and loss using tags in QuickBooks. 

 

Based on your description, it seems like you're using the Simple Start version of QBO. As 4Gal mentioned, the job/project feature is only accessible for QBO Plus, Advanced, and Accountant. 

 

Moreover, you can still use the tags and add them to your transactions. You can run this report on Profit and Loss by Tag group since this is accessible. Also, I recommend upgrading your QuickBooks account so you can utilize the functionality to add tags in projects.

 

To see which reports are available on your version of QBO, refer to this article: Reports included in your QuickBooks Online subscription.

 

In addition, you can personalize your reports by customizing, you can check out this article for guidance: Customize reports in QuickBooks Online.

 

I'll gladly help you again if you have more questions about tags and profit and loss in QBO. I'm always here to help. Keep safe. 

F
FajitaShortyAuthor
December 6, 2023

I'm bewildered and upset that QBO doesn't have the same basic features found in the Desktop version. How am I to track P&L in my version?

thanks,

A
AbegailS_
December 7, 2023

Hello there, @FajitaShorty. I understand the importance of meeting your specific needs when it comes to tracking your customer projects in the basic version of our software. 

 

While workarounds and upgrading your subscription are options, I'd be glad to guide you in the right direction to explore additional strategies or features that may better suit your requirements within your current subscription level. 

 

Your feedback is valuable to us, and we encourage you to share any specific details or suggestions that can help us better understand and address your needs. We're committed to providing the best possible solutions for your business.

 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

Visit this website to track your suggestions. Our blog will also update you with recent events and developments.

 

To give you more information about the reports available in QBO and on how to customize them, please see these links: 

If you need anything else with reports or with QBO, please let me know. I'll be right here to help. Keep safe!

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