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July 17, 2019
Question

Am I able to add my project reports to a management report?

  • July 17, 2019
  • 1 reply
  • 4 views
No text available

1 reply

AlcaeusF
Level 14
July 17, 2019

Thanks for reaching out to the Community, @blodsproductions.

 

The Management Reports feature in QuickBooks Online (QBO) allows you to create a set of beautiful reports in a .PDF format package to send to your client. The option to add or include a project report to it is unavailable.

 

The only ready-made Management Reports template that you can use are the following:

 

  • Company Overview
  • Sales Performance
  • Expenses Performance

 

 You also have the option to view, edit, print them, or send or export them as needed. Here's how:

 

1. Go to the Reports menu at the left pane.
2. Click the Management Reports tab.
3. On the Action column, choose what you want to do with the report.

 

Please leave a comment below if you have any additional questions or concerns. I'll be more than happy to answer them. Cheers!