
Add existing expenses to a project in QuickBooks Online or Intuit Enterprise Suite
by Intuit•13• Updated 2 weeks ago
Learn how to add existing expenses to a QuickBooks Online or Intuit Enterprise Suite project.
If you have existing expense transactions in QuickBooks, you may add them to a project after creating one. Each expense line item is assigned to a project separately. The project you assign to an expense item is different from the payee for the entire expense.Â
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Prerequisites
- If you use QuickBooks Online or Intuit Enterprise Suite, in Account & settings, select Advanced and turn on Organize all job-related activity in one place. (Take me there).Â
- If you use QuickBooks Online Accountant, in Account & settings, turn on Use project financial tracking. (Take me there). Note: Once you turn this on, you can no longer turn it off.Â
- In Account & settings, select Expenses. Then turn on Make expenses and items billable, Track expenses and items by customer, and Show Items table on expense and purchase forms.
- You must have created at least one project.
Add existing expenses to a project
- Go to Expenses, then select Expenses (Take me there).
- Find and select the transaction you want to add to your project.
- For each expense item you want to add to your project, select the project you want to add it for in the Customer / Project â–Ľ dropdown.
- Select Save and close. You may also select other save options.
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