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leeyen-tct
Level 1

How to setup a project?

 
1 Comment 1
MaryGraceS
Moderator

How to setup a project?

Hi there, @leeyen-tct.

 

Setting up a project in QuickBooks Online Plus and Accountant is quick and easy. Let me show you how.

 

To start, enable the Projects feature. Here's how: 

  1. At the top right, select Settings icon (), then click Account and Settings.
  2. On the left pane, go to the Advanced tab.
  3. Find the Projects section and select Edit (✎) to expand it.
  4. Mark the Organise all job-related activity in one place checkbox.
  5. Hit Save then Done to close your settings.

After that, you have now the Projects menu on your Dashboard. Refer to the following steps to create a project:

  1. On the left panel, select the Projects menu.
  2. Select Start a project.
  3. Enter a name and select the customer you’re working for from the drop-down menu.
  4. Add any notes or details about the project.
  5. Hit Save.

The feature helps organize all job-related information in the account in one place. You can add certain transactions such as estimates, invoices, expenses, bills, purchase orders, or time. For more information, I've added some links you can use tracking income, costs, and profitability by a project in QuickBooks Online:

Keep me posted if you have any additional questions. As always, the Community is always here if you need more help. Take care.