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Create projects in QuickBooks Online

by Intuit•2• Updated 2 months ago

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 SettingsSettings gear icon. 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 SettingsSettings gear icon. 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. 

Create a new project

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select New project.
    Note: Select Start a project if this is the first time you are creating.
  3. In the Project name field, enter the project name.
  4. Select a customer from the Customer â–Ľ 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 â–Ľ dropdown.
  8. You can also add more project info in the Notes field.
  9. To enter Billing and Shipping address for the project, turn on Address for this project.
  10. Select a country from the Country â–Ľ dropdown and enter the address.
  11. 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.
  12. 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.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start