Hi dajja,

We recognize how you want QuickBooks to work the way you want it to be. Let me provide you more information and help you with the project overview settings.

We want to organize all the moving pieces of your project, including transactions. That's why we created the Transactions tab where you can track your open invoices and bills in QuickBooks Online (QBO). That's the very main reason why it's unavailable in your Overview tab. 

On the other hand, QuickBooks is an accrual-based accounting. Once you run the Projects report, they always default to an accrual basis. This is because this accounting basis shows income regardless of whether your customers have paid their invoices and expenses regardless of whether you have paid all your bills.

So every time you'll want to run a report, you can manually select if you want to show it as accrual or cash. But, I'll pass this along to our product team to let them know of your business needs. 

To give you more information about the Projects feature, here's an article that you can check: Set Up And Use The Projects Feature.

Reach out to us if you need further assistance. We'll always be glad to help.