We use "sub projects" for invoicing -how do I run a report of Sales/invoices by "Account" where the subproject invoices roll up

You can utilize the Transaction Detail by Account report, Amy. I will guide you through the detailed procedure to customize this report, ensuring it aligns with your data requirements.

In QuickBooks Online, the Transaction Detail by Account report offers a detailed breakdown of your transactions with their corresponding information. This report can be configured to showcase sales/invoices by account where project invoices roll up.

Here's how:

1. Head to Reports on the left pane.
2. Enter and select Transaction Detail by Account in the search field.
3. Choose the appropriate Report Period.
4. Click the Columns icon, then put a check for Customer. This will show which transactions belong to which project. If you want to remove unnecessary columns, you can uncheck them here.
5. In the Filter icon, select Transaction type, equals, then choose the transactions you want to display in the report.
6. Add another filter to only show entries from a specific project. For this, select Customer, equals, then pick the customers assigned to your project.

To group transactions by project, you can select the Customer from the Group by icon. Here's a sample screenshot for your reference on how the report will look like:

Additionally, you can refer to these articles and explore more options on how you can tailor your reports depending on your view:

• Customize reports in QuickBooks Online
• Customize reports in QuickBooks Online using modern view

Moreover, you can improve data accessibility and make collaboration easier by saving your customized report in a group and sharing it with other users.

Whenever you require further guidance when choosing a report that best suits your needs, explore our QuickBooks Live Expert Assisted service. You can connect with our professionals, and they'll discuss how your data populate these reports.

We are dedicated to offering ongoing support for concerns related to creating and modifying reports in QuickBooks Online. You can respond to this thread anytime using the Reply button below.