
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:
But if you use QuickBooks Online Accountant, you’ll need to turn on Projects.
Create a new project
- Go to Projects (Take me there).
- Select New project.
- 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, select Address for this project.
- Select a Country from the ▼ dropdown and enter the address.
- 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.
- 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.
Related links
- Add new customers in QuickBooks Online
- Add new transactions to a project in QuickBooks Online
- Add existing invoices to a project in QuickBooks Online
- Add existing timesheets to a project in QuickBooks Online
- Add existing expenses to a project in QuickBooks Online
- Track hourly labour costs and profitability by project in QuickBooks Online
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