We're glad to see you back here, FCL82. Allow me to share insights as to why you're unable to view the steps when exporting project expenses to an Excel file.
From the project you've created, the Overview tab can only be viewed and modified by the account's primary admin. With that, this concludes that you're in standard user access and aren't permitted to view them. You might want to consider reaching out to your primary admin and allowing you to assign admin access.
You can share these steps on how to permit you as an admin:
- Go to Settings and select Manage Users.
- Find the user you want to modify and select Edit from the Action column.
- From the User type dropdown, choose Admin.
- Review the Admin user permissions, then click Save.
- Have the user sign out and sign in again to QuickBooks Online to see its updates.
Furthermore, if you want to charge projects for a fixed fee, you typically don't invoice for specific project expenses. Instead, you send customers an estimate for the entire project. You can convert the estimate into an invoice when the work begins.
Let us know in the comments below if you have additional questions. We'll be around whenever you need help. Have a good one!
