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Organise your work by project – save time and improve cash flow

By Victor Johnson

1 min read

Introducing QuickBooks Projects

Imagine you have just completed a job or project and want to take a look at how profitable it was. Till now there was no easy way to connect those two invoices, three expenses, and two timesheets that made up your last project.

That’s why we have launched QuickBooks Projects. Project’s new set of features helps small businesses organise their work in a more intuitive and natural way. When we say ‘Projects’ we mean jobs, trips, engagements, and of course projects. This new feature allows users to interact with QuickBooks in the same way they handle and organise their project-based work.

Projects is a new feature in QuickBooks® Online Plus that helps you organise all the pieces of a project, including transactions, time, and running reports – so you can focus on the work you want to get done, each project at a time.

quickbooks online projects

Stay organised by project:

 

    • Organise your books the way you work by keeping all job-related information in one place.
    • Connect invoices, expenses and transactions to each project.
    • View all your open jobs to see where you’re spending your time.

 

quickbooks projects

Understand each project’s profitability:

 

  • Easily run reports to understand if you’re making or losing money on each individual project.
  • Four custom reports help you easily see your profitability, invoices that need to be sent, sales transactions and any non-billable time.
  • Track all time and expenses, and view outstanding payments and unbilled work.
  • No more cumbersome workarounds to understand profitability or spending extra money on third-party solutions to manage finances for your jobs.

 

Turning on projects in QuickBooks Online Plus for existing customers:

 

  • Select the Gear, and then Accounts and Settings
  • Select Advanced
  • Turn on projects

If you don’t currently have QuickBooks Online Plus, you can upgrade to access this feature.

Steps for upgrading your subscription:

 

  • Click the Gear icon
  • Click Account and Settings depending on your view
  • Select Billings and Subscriptions from the left menu
  • Click Upgrade on the left menu or Upgrade within the Accounting section
  • You will be presented with options for upgrading, with features and pricing
  • Click Upgrade for the product you want
  • If prompted, enter payment information
  • Confirm the upgrade and billing then click Confirm Upgrade

If you have any more questions check out our FAQs (https://community.intuit.com/articles/1549960).

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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