
Create projects in QuickBooks Online
by Intuit•277• Updated 1 month ago
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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 Settings
and select Account and settings.
- Select Advanced, and in the Projects section, turn on Organise all job-related activity in one place. (Take me there).
- If you use QuickBooks Online Accountant, go to Settings
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.
- Select Advanced, and in the Projects section, turn on Use project financial tracking. (Take me there).
Create a new project
- Follow this link to complete the steps in product
- Select New project.
Note: Select Start a project if this is the first time you are creating. - In the Project name field, enter the project name.
- Select a customer from the Customer ▼ dropdown.
- Enter an Email for the customer.
Note: This appears automatically if it has been entered while creating the customer. - Enter a Start date and an End date for the project.
- Select a project status from the Project Status ▼ dropdown.
- You can also add more project info in the Notes field.
- To enter Billing and Shipping address for the project, turn on Address for this project.
- Select a country from the Country ▼ dropdown and enter the address.
- If the shipping address is different than the client's billing address, uncheck the Same as billing address checkbox. Then, enter the correct shipping details for this project.
- 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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