BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

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:
FateCandylaneT
QuickBooks Team

Reply to message

 I appreciate you joining in on this thread, tbbofalabamakh. I'm here to share additional insights and help you run the report you need.

 

I understand the relevance of having the Job Profitability Summary report on your business to help you track and manage your customer's jobs or projects. In the meantime, we can only run the Project Profitability report from the Projects section. As QuickBooks aims to improve the program's compatibility and product experience, there's no specific timeframe for when this accessible report will be available in QuickBooks Online. Thus, I've added the steps below for you to be guided.

 

Here's how:

 

  1. Go to the Projects menu from the left panel and click on the project's name to view more details.
  2. From the Project Reports tab, select Project profitability.
  3. Set the correct date range and accounting method.
  4. Once done, click the Run report button.
  5. Click on the Printer icon to print the statement. 

 

Alternatively, you'll want to consider running the Profit and Loss by Customer report. It contains detailed information for each of your customer's jobs and other financial data to help you review their project's profitability. To do this:

 

  1. Go to Reports from the left menu bar.
  2. Enter Profit and Loss by Customer report from the search bar.
  3. Modify its date range and accounting method, and click the Customize button.
  4. From the Filter dropdown, select Customer and choose the specific Customer: Job from the dropdown section.
  5. Once done, click Run report.

 

Moreover, you can add specific data and other customization settings to your reports through this reference: Customize reports in QuickBooks Online. It also includes detailed information on creating custom reports and exporting them in an Excel or PDF file.

 

You're always welcome to reply on this thread if you have additional questions or other QuickBooks concerns. We'll be delighted to help you anytime. Have a good one!

Need to get in touch?

Contact us