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Create projects in QuickBooks Online

by Intuit•34• Updated 2 weeks ago

Create a project to group individual transactions, estimates, 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 SettingsSettings gear icon. and select Account and settings.
    • Select Advanced, and in the Projects section, turn on Organize all job-related activity in one place. (Take me there). 
  • If you use QuickBooks Online Accountant, go to SettingsSettings gear icon. 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 Open this link in a new window
  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 â–Ľ dropdown.
  5. Enter a Start date and an End date for the project.
  6. Select a project status from the Project Status â–Ľ 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.



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