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I just started with a Law firm, we will be transitioning to QBO. Has anybody used the "projects" portion of QBO for tracking their clients invoices, payments, expenses and retainers?
Let me provide some details about the feature to give you a little background on what is this all about, Connie_D.
In QuickBooks Online Accountant, you'll have to turn on the projects feature if you want to use them. Unlike with the other versions such as Plus and Advanced, by default, it's already turned on. To turn this on in QBOA, you can follow the steps below:
Once done, you can start creating a new project. Here's how:
I've added this article for more details: Set Up and Create Projects in QuickBooks Online. Apart from this, after you've connected your bank or credit card accounts, QuickBooks download the latest bank transactions. To give you a clearer view of how this works, consider reading this article for you to be guided: Categorise and Match Online Bank Transactions in QuickBooks Online.
Please get back to us if there's anything else that you need with projects. Remember, we're here to make all your concerns are properly addressed.
You can utilize Project and Class feature to do so. The features are available on QBO Plus
If you migrate data from another system, you can utilize an importer tool or purchase a 3rd party conversion service.
https://transactionpro.grsm.io/qbo
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