Hi, Scott4j.
Allow me to share an idea of how to modify reports in QuickBooks Online.
QuickBooks Desktop and QuickBooks Online are two different platforms. There are times that we can't pull up the same reports between the two.
In QuickBooks Online, I can guide you on how to pull up reports and get the information you need. You’ll need to turn on the Project feature first, so you’ll be able to create a project and pull up the profitability report.
- Go to the Gear icon at the top.
- Under Your Company, select Account and Settings.
- Select Advanced.
- Find the Projects section and select Edit ✎ to expand it.
- Turn on the Use project financial tracking toggle.
- Select Save and Done.
Once done, you can now pull up a report by following these steps:
- Go to Projects on the left pane.
- Double-click the project name.
- Under Project reports, Select Project Profitability.
- Filter your desired date.
- Then click run the report.
Check out this article for more detailed steps: Set up and create projects in QuickBooks Online.
I've also included some articles that help you streamline the reporting process in QuickBooks:
Drop me a comment below if you have further questions about reports. I'll always have your back.
