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Replying to:
MichelleBh
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Thanks for joining in this conversation, @Gayledit.

 

This is not the experience I want to undergo. I know how important to have default columns in Project reports in your QuickBooks Online account. This way, you can save time in adding some data. So, I'll take note of this idea. 

 

The best option that I can think of right now is to run the Project profitability report. This report contains how much you're making or losing on the project you've worked on. You can customize it to memorize the report. This will help you save time since it automatically updates every time there are newly added transactions.

 

Here's how: 

 

  1. Go to the Project button on the left pane. 
  2. Hit the specific project name. 
  3. Click Project Reports, then tap View inline in Project Profitability (without time costs). 
  4. Press Customize on the left side, then makes the necessary changes. 
  5. Hit Save customization
  6. Complete the required data, then tap Save

 

After that, please go to the Custom report to review the work. From there, you can only edit the date to check the data.

 

 

For more details, visit this article: Memorize reports in QuickBooks Online.

 

Additionally, please browse these pages below about maintaining your project data and other associated matters. 

 

 

Let me know if this helps. I want to make sure all of your concerns are addressed. Keep safe. 

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