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julieanne-juille
Level 1

How to add past transactions into Projects. Thanks Julieanne

 
1 Comment 1
SarahannC
Moderator

How to add past transactions into Projects. Thanks Julieanne

I'll show you the easiest way on how you can add past transactions to the project , julieanne-juille.

 

Fist, we'll need to make sure that you've already set up a project where you want to add the past transactions. If you haven't added a project on your account  yet, you can visit here for the detailed steps on how we can set this up. 

 

Then, follow these steps to add your previous transactions to the project:

  1. Go to Projects on the left panel.
  2. Select the project's name.
    Capture18.PNG
  3. Click the drop-down arrow in the Add to project button and select a type of transaction where you can enter on it.
    Capture19.PNG
  4. Enter the name of the customer and, amount and other necessary information.
  5. Click Save and Close.
    Capture20.PNG

Now, you'll be able to see those newly added transactions in the Transactions section of the project. Here's a screenshot for your additional reference:Capture21.PNG

 

Also, you can check here to learn more about how the project in QuickBooks.

 

Get back to me anytime if you have follow-up questions with the project. I'm always here to guide you with that. Take care!