Create projects in QuickBooks Online

Create a project to group individual transactions, quotes, and expenses associated with a single customer in one place. This gives you a single dashboard where you can view and edit the associated transactions and run project-specific reports.

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. 

Create a new project

1. Follow this link to complete the steps in product
2. Select New project.
   Note: Select Start a project if this is the first time you are creating.
3. In the Project name field, enter the project name.
4. Select a customer from the Customer ▼ dropdown.
5. Enter a Start date and an End date for the project.
6. Select a project status from the Project Status ▼ dropdown.
7. You can also add more project info in the Notes field.
8. Select Save.

Next steps

Once you’ve created a project, it won’t provide any useful info until you’ve added or created transactions assigned to it.  It’s empty at first, but you can add transactions to it by selecting Add to project ▼ dropdown.

Related links

• Add new customers in QuickBooks Online
• Add new transactions to a project in QuickBooks Online
• Add existing invoices to a project in QuickBooks Online
• Add existing timesheets to a project in QuickBooks Online
• Add existing expenses to a project in QuickBooks Online