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Robyn261
Level 1

How can I assign an expense recorded in a journal entry to a project?

 
1 Comment 1
SophiaW
Level 4

How can I assign an expense recorded in a journal entry to a project?

Hi @Robyn261 

You'll be glad to know that you can assign an expense to a project while entering a journal entry (JE) in QuickBooks Online (QBO).

 

QBO lets you track projects for your income, expenses, and profitability. Learn more about this feature through this article:Setup and use Project features for more details.

To create a JE:

  1. Click the New ⨁ button.
  2. Select Journal entry under Other.
  3. If you're in Business view, Switch accountant view  to see the JE option.
  4. Fill out the fields to create your journal entry.
  5. In line with the expense account, enter the project name in the Name field
    1. Click Save and new or Save and close.

    The journal is now added to the project and is under the Transaction tab. To check this:

    1. Go to Projects from the left navigation bar.
    2. Click the name of the project.
    3. Select the Transaction tab

Another way of recording what you incur to a customer is to Enter billable expense  You can easily track them by creating invoices so your customer will reimburse them.

 

You can learn more about working with projects here: An Easy Way to Track Your Projects

Let's know this helps, also feel free to reach out again if you need further assistance.

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