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I know a way how you can allocate those bills to a project in QuickBooks, @kdjonesheating.
We ensure to provide options in the most possible ways to meets your business needs. By following these instructions, you can surely allocate them in QuickBooks Online.
You can edit those bills you’ve created in the program, then select the project within the Bill page. That way, it’ll automatically assign to a project. However, you’ll need to modify them one-by-one. I’ll show you how to it:
- Select the Expenses menu, then Expenses.
- Click the Filter option.
- In the Type dropdown, select Bill and then Apply.
- Locate those bills, then Press the View/Edit option under Action.
- Under the Customer/Project column, select the project.
- Hit Save or Save and close.
You can also use the same filter so you can directly export these entries. Here’s a reference that provides information on how to export data easily from QBO.
Don’t hold back to drop a comment if you have additional questions or concerns with projects and bills. I’ll be here anytime. Have a good one.
