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accounting645
Level 1

HiI am having trouble using QB online when it comes to setting up new projects under existing customers. I have downloaded the app and I cannot see where to add this.

 
1 Comment 1
KayePe
QuickBooks Team

HiI am having trouble using QB online when it comes to setting up new projects under existing customers. I have downloaded the app and I cannot see where to add this.

I see your commitment to setting up projects for existing customers in the QuickBooks Online (QBO) mobile app, @accounting645. Let me provide details to help you navigate this process.


We want you to know that the ability to create a project using the QBO mobile app is currently not available. Therefore, we suggest using any supported browser when creating projects for your existing customers.


Here's how to do it:
 

  1. In your QBO, hover over to Projects and click New project.
  2. Enter the Project name and choose the customer.
  3. Have the Start and End dates for the project and specify its Status.
  4. Change or add billing details specific to this project in the Billing address section.
  5. After that, select Save.

 

Additionally, you can review this material for more details about the process: Create and manage projects in QuickBooks Online and Accountant.


Moreover, monitor and analyze the costs of labor and its profitability to ensure accurate calculation of employee expenses.


As your QuickBooks support team, we aim to guide you in achieving your goals. If you have additional questions or require further assistance with your projects, please feel free to contact us at any time. We’re not just here to solve problems, we're here to help your business thrive. 

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