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heather12
Level 2

Hi. Can I allocate a journal entry line to a project?

I can allocate them to a class, but I also need to allocate them to Customers/Projects. Is there a way of doing this?
Solved
Best answer June 27, 2019

Accepted Solutions
TaliaI
QuickBooks Team

Hi. Can I allocate a journal entry line to a project?

Hello heather12,

 

You can assign a journal line to a customer/project by selecting them/it under the 'Name' column.

 

Thanks,

 

Talia

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5 REPLIES 5
TaliaI
QuickBooks Team

Hi. Can I allocate a journal entry line to a project?

Hello heather12,

 

You can assign a journal line to a customer/project by selecting them/it under the 'Name' column.

 

Thanks,

 

Talia

heather12
Level 2

Hi. Can I allocate a journal entry line to a project?

Hi Talia. Thanks very much - that was easy! Cat Embarassed

TaliaI
QuickBooks Team

Hi. Can I allocate a journal entry line to a project?

You're welcome! Please let us know if you have any further questions. :)

 

Thanks,

 

Talia

AJ138
Level 1

Hi. Can I allocate a journal entry line to a project?

Doesn't work for me, it appears the "Name" column is searching for my QBO contact names 

ErwinQ
QuickBooks Team

Hi. Can I allocate a journal entry line to a project?

I'm here to provide information about assigning customers or projects to your journal entry in QuickBooks Online (QBO), AJ138. I'm glad to assist you with this process.

 

In QBO, we can allocate a journal entry to a project from the dropdown arrow under the Name or through the Search bar. Since this isn't your case, we can perform basic troubleshooting steps to see if this is caused by your browser.

 

To isolate this, you can access your QuickBooks account through a private browsing window to see if it's a browser-related issue. You can use the following shortcut keys to access incognito mode:

 

  • Safari: Shift + ⌘ + N
  • Google Chrome: Press Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + N

 

If this resolves the issue, you can clear the browser's cache so the system can start fresh. If you get the same result, I recommend switching to a different supported browser.

 

Additionally, you can refer to this link to learn how you can delete or reverse your Journal entry in QBO.

 

Please feel free to ask me any further questions or concerns about managing your customers or projects by leaving a reply to this post. I am always here to assist you.

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