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Intuit

Set up and use the Projects feature

Learn how to use Projects to track project income, expenses, and profitability. This is available for QuickBooks Online Plus, Advanced, and Accountant.

The Projects feature helps you stay organized and track all the moving parts. You can add project income and expenses, tag old transactions to new projects, and run project-specific reports from a single dashboard. This makes it easy to manage your work and see your progress.

Here’s how to set up Projects. Once you’re set up, learn how to use the project cost and profitability tools to do “job costing.”

Step 1: Turn on Projects

If you haven’t already, turn on the Projects feature.

  1. Select the Gear icon from any page, then select Accounts and Settings.
  2. Go to the Advanced tab.
  3. Find the Projects section. Select it to expand it.
  4. Select the Organize all job-related activity in one place box.
  5. Select Save. Then close your settings.

The Projects menu now appears in the main navigation bar.

Step 2: Create your first project

  1. Select the Projects menu.
  2. Select New project.
  3. Select a template from the Project Template drop-down (optional).
  4. Give your project a memorable name.
  5. Select the customer you’re working for from the drop-down menu.
  6. Enter a Due date.
  7. Add any notes or details about the project.
  8. Add tasks if desired.
  9. Select Save.

You’ll see your list of projects grow as your business takes on more work.

Step 4: Add existing expenses and timesheets

You can also tag expenses and timesheets (billable or non-billable) you’ve created outside of the Projects menu.

Add existing expenses to projects:

  1. Go to the Expenses tab.
  2. Find and open the transaction.
  3. Select the project from the Customer/Project drop-down menu. Do this for each expense item you want to tag. This isn’t the same as the payee for the expense.
  4. Select Save and Close.

Add existing timesheets (billable or non-billable):

  1. Go to the Sales tab.
  2. Select the Type column to sort the list.
  3. Find and open the timesheet.
  4. Select the project from the Choose a customer or project drop-down menu. Do this for each employee’s time you want to tag.
  5. Select Save and Close.

Step 5: Add existing invoices and estimates

You can easily create new invoices for a project, but take extra care adding existing invoices.

The best time to add existing invoices to projects is before they’re paid. If you add a paid invoice to a project, the invoice will disconnect from the attached payment. This will also change the invoice’s status to unpaid. You’ll need to follow the steps to reconnect the payment to avoid accidentally charging customers twice.

We don’t recommend adding invoices linked to more than one other transaction, billable expense, or timesheet. If you add a linked invoice to a project, only the invoice is added. You’ll need to add the linked transactions to the project and reconnect them to the invoice.

You can add existing estimates to projects as long as you haven’t converted them to invoices.

Step 6: Track profitability

You’ll see important cost and profitability info (“job costing”) on each project page.

How to turn off Projects

You need to be the Master Administrator to turn off the Projects feature.

  1. Select the Gear icon, then Account and Settings.
  2. Select Advanced from the left menu, then look for Projects.
  3. Select Projects, then uncheck the box.
  4. Select Save, then Done.