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May 4, 2020
Question

Is it possible to get an unpaid bill report by Project?

  • May 4, 2020
  • 1 reply
  • 3 views
No text available

1 reply

Moderator
May 4, 2020

Glad to have you here in the Community, @cotterconstructi.

 

You can consider running and customizing Transaction Detail by Account report to show the unpaid bills by Project. Let me guide you through the steps.

 

  1. Click Reports from the left menu.
  2. Search for Transaction Detail by Account report.
  3. Select the Customize button on the report.
  4. In the Report period from the drop-down, select the date you want to show on the report.
  5. Select Accrual from the Accounting method.
  6. In the Rows/columns drop-down, choose Customer and click Change columns.
  7. Put a checkmark to the A/P Paid checkbox.
  8. Go to the Filter section, then select the Projects from the Customer drop-down.
  9. Click Run report.

I'm adding this article to learn how to customize reports: Customize reports in QuickBooks Online.

 

Just in case you want to memorize this report, feel free to read this article for more guidance: Memorize reports in QuickBooks Online.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and keep safe.

October 2, 2020

OH MY GOODNESS...THANK YOU SO MUCH!!!