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August 10, 2023
Question

Is there a good tutorial for setting up a T & M project in QBO?

  • August 10, 2023
  • 1 reply
  • 4 views
The company I work for generally bills in a T & M manner but QBO is set up with everything booked through GL through Categories rathe than Items. Our invoices are created offline in Excel and the individual lines are keyed into the invoice manually.

From past experience I seem to remember a way of accumulating labor and billable Other Direct Costs in QBO.

1 reply

Level 5
August 10, 2023

Hello there, Jack.

 

I'm here to help you set up a project in QuickBooks Online (QBO).

 

First, we can enable the project from the Account and settings. Let me guide you with steps on how we can enable it.

 

Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. From the Advanced tab.
  3. Click the Pencil icon in the Project section.
  4. Turn on the Project.
  5. Then Save and Done.

 

If everything is all set and you're ready to create a new project, please refer to this article for your guide: Set up and create projects in QuickBooks Online.

 

If you want an overview of your projects, you can run the Projects Profitability report for a specific project and filter it to show all the projects. You may refer to these articles for your guide:

 

Please let me know if you have more questions or clarification with all other features in QuickBooks Online. I'll be right here to help you out. Have a great day.