Would Projects help me track total expenses at buying trips?

lhritz · ‎02-12-2020

I have a retail store and go on several buying trip to different merchandise shows. Some are for me to buy and others are for me to do both. I do NOT currently use QBO for tracking sales by inventory. However, I do want to track the total of my expenses for any given show. I attend about anywhere from 100 to 20. I would separate them into 4 different categories of buying. I want to enter the cost of the show, meals, mileage, and lodging and be able to search by show to get the total cost of the show.

I have search this community and not sure I get the difference between jobs and projects. Are they the same?

I am pretty sure classes is not what I need.

Can I get what I want from projects?

JasroV · ‎02-12-2020

Yes, you can, @lhritz.

You can either use Project or Class tracking to track your total expenses. Let me show you how.

In your QuickBooks Online (QBO) account:

Go to the Gear icon and select Account and Settings.
Select the Advanced tab.
Click the Projects section to expand it.
Select the Organize all job-related activity in one place box.
Click Save.

To create your first project:

Go to the Project menu and click New project.
Give your project name and fill in the details.
Once done, click Save.

Here's an article you can read for more details: Set up and use the Projects feature.

Then, in case you want to use the Class tracking feature, you can check this article for the detailed steps: Get started with class tracking in QuickBooks Online.

You can also visit our Income and expenses page to learn some tips on managing your expenses in QBO.

Contact us anytime you have other concerns or questions. The Community is always around to help you.

View solution in original post

JasroV · ‎02-12-2020

Yes, you can, @lhritz.

You can either use Project or Class tracking to track your total expenses. Let me show you how.

In your QuickBooks Online (QBO) account:

Go to the Gear icon and select Account and Settings.
Select the Advanced tab.
Click the Projects section to expand it.
Select the Organize all job-related activity in one place box.
Click Save.

To create your first project:

Go to the Project menu and click New project.
Give your project name and fill in the details.
Once done, click Save.

Here's an article you can read for more details: Set up and use the Projects feature.

Then, in case you want to use the Class tracking feature, you can check this article for the detailed steps: Get started with class tracking in QuickBooks Online.

You can also visit our Income and expenses page to learn some tips on managing your expenses in QBO.

Contact us anytime you have other concerns or questions. The Community is always around to help you.

View solution in original post

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