Thank you for sharing detailed information, @mapco. This will help me provide the most suitable report you can run to show all the data you need for your in-progress projects.
Before we start, please know that QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) is a different software with dissimilar functionalities. Thus, there are some reports that you can run and customize within QBDT but not on QBO.
In QBO, you'll need to run two different reports to get the data you need and export them into an Excel file. Firstly, let's run the Project Profitability Summary report to show all the in-progress projects by customers, projects, and dates. Here's how:
- Click the Reports from the left menu.
- Search for the Project Profitability Summary report.
- Select the date range from the Report period drop-down.
- Click the Customize button.
- Go to the Filter section, then choose In progress from the Project Status drop-down.
- Customize the project start date and end date.
- Click Run report.
- Then, click the Export icon and select Export to Excel.
Once done, you can run the Sales by Product/Service Detail report to view all the service items made for each customer. Let me guide you how.
- Go back to the Report menu.
- Search for the Sales by Product/Service Detail report.
- Choose the date range from the Report period drop-down.
- Click Run report. Then, export it to Excel.
After exporting it to Excel, you can combine the reports and adjust them just like you're usually doing.
In addition, I understand that this process is time-consuming for you since your services are updated on a daily or hourly basis. Please also know that we're taking notes of our customer's suggestions and feedback to provide the best user experience. With that said, I encourage submitting feedback directly to our product engineers. This way, they can look into this suggestion and consider adding this report in the future update. To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit.
Let me know how it goes, @mapco. I'll be around if you need more help running reports in QuickBooks Online. Have a good one.
