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Hi there, denamurcontracts. I'll guide you on how to add existing transactions to a project.
I'd be happy to provide you with more details about adding projects to existing transactions in QuickBooks Online. This feature enables you to associate a project with expenses, timesheets, and invoices, making it easier to track the profitability of each project. However, it's worth noting that the projects feature is only available in QuickBooks Online Plus, Advanced, and Accountant.
By default, projects are turned on and available to QuickBooks Online Plus and Advanced users, meaning you can use them immediately. If you're using QuickBooks Online Accountant, you must turn on the Projects feature before using it. To do so:
Once you've enabled the Projects feature, you can start associating projects with expenses, timesheets, and invoices. This will allow you to track project profitability, monitor project progress, and generate reports that provide insights into project performance.
To add existing expenses to a project in QuickBooks:
Adding existing invoices to a project is slightly more complex than adding new invoices because you need to ensure that you keep the payment status of the invoice the same. You can refer to this article for more information on how to add existing invoices to your project. Once added to the project, you can view the invoice under the "Transactions" tab of the project page. It's important to note that adding an invoice to a project may affect its payment status. For example, if you add a paid invoice to a project, it may appear unpaid until you mark it as paid within the project. Therefore, it's always a good idea to double-check the payment status of the invoice before adding it to a project. If in doubt, you should seek advice from your accounting or finance team.
For existing timesheets of a project. Here's how to add it:
For more details, check out this article: Create and manage projects in QuickBooks Online. The article provides detailed instructions on creating a new project, assigning team members, tracking time and expenses, and running reports. It also covers editing and deleting projects and using the project profitability report to analyze project performance.
Please don't hesitate to comment below if you have any other concerns or questions about projects. The Community is always here to provide you with assistance. Take care!
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