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Improviser
May 15, 2025
Question

Project Reporting

  • May 15, 2025
  • 1 reply
  • 0 views

I recently volunteered to help a non-profit with their accounting. I am also trying to help them track profitability by project. I am a CPA but am new to QBO (they use QBO Plus).

 

I tried setting up a Project and assigning certain expenses to it. Those expenses are showing up in the Project Transactions tab but are not reflected in any Project Reports. Based on numerous other threads on this topic, I have cleared the cache and verified the transactions are expenses not assets, but they are still not showing up. Any other ideas for how to get this reporting to work?

 

Looking through these threads makes me wonder if this feature is even worth using, so I'd also welcome any feedback on whether it's worth setting up/tracking Projects in QBO. If not, any other ideas on what features could help with this? I'm aware of Classes, but they sound like they're intended more for fund accounting, and I'm trying to track more granular projects than that. Maybe that's the way to go anyway?

 

Any help would be greatly appreciated. Thank you!

    1 reply

    C
    ChristineJoieR
    May 15, 2025

    It's wonderful that you've taken the initiative to support them in tracking and troubleshooting profitability by project under the Project Reports within QuickBooks Online, Improviser.

     

    Please know that QuickBooks Online (QBO) offers capabilities for tracking projects. It allows users to track project profitability by organizing all expenses, income, and labor costs in one place.

     

    The Project Reports feature in QuickBooks Online (QBO) is designed to display detailed information about each project, similar to how other standard reports function within QBO. Since you've already cleared the browser's cache, we can log your account in a private browser to open QBO with a clean browsing session without any residual data or cookies affecting the performance.

     

    Following the keywords below:

     

    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + N
    • Google Chrome: Ctrl + Shift + N
    • Safari: Command + Shift + N

     

    If the report isn't appearing on your end, we can contact our QuickBooks Online phone representative to identify and address any hidden issues related to project reports. If they discover any, they will apply solutions to fix these to avoid similar problems in the future.

     

    Here's how:

     

    1. Go to Help and choose the Search tab.
    2. In the search field, type in contact support.
    3. Click the Contact Us button.
    4. Enter your concern in the box and press the Continue button.
    5. Choose the Chat with us or Get a Callback.

     

    On the other hand, you can consider exploring additional third-party apps that integrate with QBO for enhanced project-tracking functionality to meet all your requirements. Visit this page: QuickBooks App Store.

     

    Furthermore, you can also manage your projects and input your data into an Excel file. To better guide you in exporting reports in Excel, open this link: Export your reports to Excel from QuickBooks Online.

     

    Aside from that, if you require professional assistance from a bookkeeping expert, consider contacting our QuickBooks Live Expert Assisted team. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs, like managing products and adding them to your sales and expense transactions.

     

    If you need assistance with managing your projects in QBO, feel free to contact us. We are available 24/7 to help you. Stay safe.

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