Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MichelleBh
Moderator

Reply to message

I hear your sentiments, @sequoia

 

I have an alternative way of getting a copy of the data for specific projects in QuickBooks Online (QBO). I'm pleased to share with you the complete steps.

 

I know creating a project statement will help your business needs. I recommend that you send follow-up feedback to our product engineers. This way, they can further review and see if they can find a way to include them in the next update. 

 

Here's how: 

 

  1. Go to the Gear icon on the upper right-hand. 
  2. Select the Feedback button. 
  3. Type your suggestions in the field and click Next

 

The company is constantly seeking ways to improve its products. Feel free to vote, comment on ideas, and suggest your own by visiting this link: Customer Feedback for QuickBooks

 

While this feature is still unavailable in QuickBooks Online, you can export or print the project transaction list. This way, you review and send this to your clients.

 

Here's how: 

 

  1. Go to the Project menu on the left side. 
  2. Select the project name in the list. 
  3. Click the small gear icon and customize the fields. 
  4. Hit the Print or Export icon. 

 

Additionally, when you say we lost when we switched from the Desktop, do you mean that the customer job name (project) is lost? If this is the case, jobs move to QBO as sub-customer. If you track job costing in Desktop, you'll need to change sub-customers to Projects.

 

Moreover, check out these articles below to learn how to manage projects and troubleshoot printing issues in QBO: 

 

 

Please do not hesitate to contact me if you require further assistance managing project transactions in QuickBooks. I'm here to assist. Keep safe.

Need to get in touch?

Contact us