Add new transactions to a project in QuickBooks Online

Learn how to add transactions to a project you’ve created in QuickBooks Online.

Once you’ve created a project, add new transactions to the project to track their costs, revenue, and other details. You can either create a new transaction from the project dashboard, or tag a new transaction created elsewhere with the project. This doesn’t change your accounts or how your transactions are sorted elsewhere.

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. 
• You must have created at least one project.

Add new transactions from the project dashboard

1. Go to Projects (Take me there).
2. Find and select the project you want to add a transaction to.
3. From the Add to project ▼ dropdown, select what kind of transaction you want to add, such as an invoice, estimate, timesheet, or bill 
4. Enter the details for the transaction like you normally would.
5. Select Save and close.

Add new transactions to a project while creating them

You can also add transactions to a project while creating them elsewhere. In the Customer/Project ▼ dropdown, enter the project name. Note: If you don’t see the Customer/Project column, go to Settings ⚙ and select Account and settings. Then, turn on Track expenses and items by customer from the Expenses section.

Related links

• Create a new project in QuickBooks Online
• Add existing invoices to QuickBooks Online projects
• Add existing timesheets to a project in QuickBooks Online
• Add existing expenses to a project in QuickBooks Online