Can you import project information? Project name and client?

These options are unavailable for now in QuickBooks Online @ChrisSA.

The best option is to manually set up the project information in the system. I can show you the steps on how to do it. Here's how:

1. Go to the Projects menu and select New project.
2. Enter the name of the project in Project name.
3. Select the customer you’re working for from the Customer drop-down menu.
4. Add any notes or details about the project..
5. Select Save.

Once you're done, you'll want to use the project cost and profitability tools to do "job costing".

Let me raise this feedback to our developers so they can take a look onto this and see if they can add this feature in the future.

Let me know if you need further assistance with this. I'll be around to help you. 

I know how to set them up manually.  I'm hoping there is a way to upload them.  The process to set them up (we have ~100 new projects per month) is time consuming.  Because there are only 2 pieces of data needed for a new project, I'm hoping qbo will make this something that can be uploaded. 

Hi there, ChrisSA.

Thanks for coming back to the Community.

At this time, the option to import a project with multiple customers is unavailable in QuickBooks Online. I'll take note of your suggestion so we can consider it for future enhancement.

Please know that your voice is more important to us. We take our customer's feedback as an opportunity so we could know about which area of the product we need to improve.

On top of that, you can visit our blog site to know the latest updates and new improvements: The QuickBooks Blog.

Please know that you're always welcome to post if you have any other concerns. Community Team will always here to help.

@ChrisSA 

If you manage numerous projects, consider using a project management app and sync it with your QBO. We may also find a PM app for certain industry (e.q construction, software developer, agency).

Just my 2 cents.

Thanks for the suggestion.  Is there one you recommend?

You may explore this app

https://www.teamwork.com/partner/hpm641w52f

It offers Free Forever plan for 2 active projects and 5 users. Let me know what kind of your industry is. I may recommend another app for your comparison.

We are a promotional goods distributor.

Good day, @ChrisSA.
 

Currently, we don’t have the ability to import the project list or project information. As a workaround, you can import the list as Sub-Customers.

Then once all are imported and assigned to the correct parent Customer. You can use the feature "Convert from Sub-customer" on the Project page. Here’ how:

1. On your left navigation pane, select Project.
2. Click the drop-down button beside New project.
3. Click on Convert from the sub-customer.
4. Put a checkmark on the tick box for those included.
5. Hit Convert.

Feel free to come back anytime you need help. We’re always here to assist you. Have a great day!

Thank you for this.  Where are the instructions/import format for importing sub-customers?

You can import the list as customers first, then change them to subs-customer, ChrisSA.

Below are the steps to do this:

1. Click the Gear icon at the top. 
2. Select Import Data under Tools.
3. Choose Customers and click browse to locate the file. 
4. Make sure to map the fields correctly. 
5. Click Next until completed.   

Once imported, you can proceed to converting customers to sub-customer. Here's how:

1. Go to Sales from the left menu and select Customers. 
2. From the list, select and open the customer involved, then click Edit. 
3. Check the box for Is sub-customer then enter the parent customer. 
4. Click Save.  

Check this out to know more about this process: Common questions about importing data to QuickBooks Online.

Make sure to drop by and post again if you'd like to ask anything. 

Thank you for this.  It's an intriguing work-around but the number of steps to do this are more than just entering the project itself.  

It seems like it would be an easy change for qbo to make to allow us to import project details as there are only two pieces of information. 

Good afternoon, @ChrisSA.

We appreciate your feedback. We're always looking for ways to improve the product for our customers.

You can always provide feedback by selecting the Gear in the type right and choose the Feedback button and leave a response for our product engineers.

You can also follow the QuickBooks blog and the QuickBooks newsletter for new releases coming to QuickBooks. 

Thank you for reaching out to the Community. If you need help with anything else please feel free to reply back.

This issue persists in 2024.  Laughable.

This issue persists in 2024.  Laughable lack of awareness.  Just sit down with one of your customers for a single day and they will point out 10 quality of life improvements.

Why is there not a way to import projects?

Thank you, @Raymundo, for bringing this to our attention. Let me impart a few details about the option to import projects.

Currently, the feature to import projects is unavailable. For now, you can manually set up the project information in the system by following these steps:

1. Go to the Projects menu and select New Project.
2. Enter the name of the project in the Project name.
3. Select the customer you’re working for from the Customer drop-down menu.
4. Add any notes or details about the project.
5. Select Save.

After setting up the project, you can use the project cost and profitability tools for job costing.

I understand the importance of having the feature to import projects in QuickBooks Online (QBO). Although this feature is currently unavailable, I encourage you to share your thoughts and suggestions through our feedback channel. Here's how:

1. At the upper right corner, click the Gear icon.
2. Under the Profile, select Feedback.
3. Enter your comments or product suggestions.
4. Then, select Next to submit a feedback.

I'll also include an article for some frequently asked questions about importing data: Common questions about importing data to QBO

If you have any questions, feedback, or concerns about importing projects, please don't hesitate to come back to the Community, @Raymundo. I'll be here to assist you.

I am looking for is there any third party app to import Project Names & Customer information into QBO ?

You’re on the right track, @myiphonectc.

As mentioned, while QuickBooks Online (QBO) doesn't currently support the direct import of project names and client information, utilizing a third-party application is indeed a viable alternative. You can explore the Apps menu within QBO to search for suitable integrations that meet your needs.

As we can't suggest a specific third-party, you can search for keywords like Project or other relevant terms in the search box. QuickBooks will filter the results to show you third-party apps that align with your requirements.

Here’s how to get started:
 

1. Go to Apps and select Find Apps.
2. Search for a keyword in the search bar and press Enter.
3. Select an app and click Get app now to integrate.
   

    

Check this out to know more about this process: Common questions about importing data to QuickBooks Online.

To learn more about how to track your labor cost, profitability, and the latest project reports using projects, check out these articles:
 

• Use reports to track your project profitability and progress.
• Track hourly labor costs and profitability by project in QuickBooks Online.
   

Feel free to reach out if you have further questions about the integration of your third-party applications or need assistance with project tracking in QBO. My team and I are here to help you find the best solutions for your needs.