Add existing expenses to a project in QuickBooks Online

Learn how to add existing expenses to a QuickBooks Online project.

If you have existing expense transactions in QuickBooks, you may add them to a project after creating one. Each expense line item is assigned to a project separately. The project you assign to an expense item is different from the payee for the entire expense. 

Prerequisites

• If you use QuickBooks Online, go to Settings ⚙ and select Account and settings. Select Advanced, and in the Projects section, turn on Organise all job-related activity in one place. (Take me there). 
• If you use QuickBooks Online Accountant, go to Settings ⚙ and select Company settings.
  Select Advanced, and in the Projects section, turn on Use project financial tracking. (Take me there).
  Note: Once you turn this on, you can no longer turn it off. 
• If you don’t see the Customer / Project column in QuickBooks Online, go to Settings ⚙ and select Account and settings. 
  Select Expenses. Then turn on Make expenses and items billable, Track expenses and items by customer, and Show Items table on expense and purchase forms. 
• You must have at least one project created.

Add existing expenses to a project

1. Go to Expenses, then select Expenses (Take me there).
2. Find and select the transaction you want to add to your project.
3. For each expense item you want to add to your project, select the project you want to add it for in the Customer / Project ▼ dropdown.
4. Select Save and close. You may also select other save options.

Related links

• Create a new project in QuickBooks Online