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alphinemoturi
Level 1

Expenses recorded against a project are not showing up as part of overall project cost, and missing in reports i.e., balance sheet and income statement. Any guidance?

 
1 Comment 1
EduardA
QuickBooks Team

Expenses recorded against a project are not showing up as part of overall project cost, and missing in reports i.e., balance sheet and income statement. Any guidance?

You can check how the accounting method is set for your report so all the transactions will show. Let me give you some insights about it, @alphine.

Please know that Cash basis only reflects the income received and expenses paid out during the period. On other hand, Accrual basis, populates all income earned and expenses incurred, including the amounts not yet collected and paid. In addition, let's ensure that your reporting period covers those missing transactions when you run your balance sheet and income statement.

 

image (34).png

 

If the transactions are still not showing, you can perform basic troubleshooting using a private browser for optimal performance. This will provide you with a new session that eliminates any stored browser data. Here are the shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 
If it works, kindly clear your browser's cache to remove outdated or corrupted cache files. Also, you can use other devices and supported browsers to make sure everything functions properly.

Furthermore, you'll want to read this article to learn how to send your custom reports: Set up customised reports with scheduled email in QuickBooks Online.

 

Let us know if you have further questions about any part of your project or reports. The Community is always here to assist you.