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Create projects in QuickBooks Online and Accountant

by Intuit•214• Updated a day ago

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Learn how to create projects in QuickBooks Online Plus, Advanced, and Accountant.

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

By default, Projects is already turned on in QuickBooks Online Plus and Advanced. If not already turned on:

  1. Go to Settings ⚙ and select Account & settings.
  2. Select Advanced (Take me there).
  3. From Projects, select the edit icon Image Alt Text, then turn on Organise all job-related activity in one place. 
  4. Select Save.
  5. If you are turning this on for the first time, select OK to confirm.
  6. Select Done.

If you wish to turn off Projects:

  1. Go to Settings ⚙ and select Account & settings.
  2. Select Advanced (Take me there).
  3. From Projects, select the edit icon Image Alt Text, then turn off Organise all job-related activity in one place.
  4. Select Save, then select Done.

Note: You need to be a primary admin to turn off Projects.

But if you use QuickBooks Online Accountant, you’ll need to turn on Projects.

  1. Go to Settings ⚙ and select Company settings.
  2. Select Advanced (Take me there).
  3. From Projects, select the edit icon Image Alt Text, then turn on Use project financial tracking.
  4. Select Save, then select OK to confirm.
  5. Select Done.

Note: Once you turn on Projects in QuickBooks Online Accountant, you can no longer turn it off.

Create a new project

  1. Go to Projects (Take me there).
  2. Select New project.
  3. In the Project name field, enter the project name.
  4. Select a customer from the Customer ▼ dropdown.
  5. Enter an Email for the customer.
    Note: This appears automatically if it has been entered while creating the customer.
  6. Enter a Start date and an End date for the project.
  7. Select a project status from the Project Status ▼ dropdown.
  8. You can also add more project info in the Notes field.
  9. To enter Billing and Shipping address for the project, select Address for this project.
  10. Select a Country from the ▼ dropdown and enter the address.
  11. To enter the Shipping address:
    • If it is the same as the Billing address, select the checkbox.
    • Else, uncheck the checkbox and follow the steps to enter it.
  12. Select Save.

Post requisites

Once you’ve created a project, it won’t provide any useful info until you’ve added or created transactions assigned to it.

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