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Create projects in QuickBooks Online or Intuit Enterprise Suite

by Intuit•436• Updated 4 days ago

Create a project to group individual transactions, estimates, and expenses associated with a single customer in one place. This gives you a single dashboard where you can view and edit the associated transactions and run project-specific reports.

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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). 
  • 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.

Create a new project

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select New project.
  3. In the Project name field, enter the project name.
  4. Select a customer from the Customer ▼ dropdown. This automatically adds the customer's Email, Billing address, and Shipping address. If you haven’t added this info, you’ll need to do so yourself.
  5. If needed, you can change or add an Email specific to this project.
  6. Enter a Start date and End date for the project.
  7. Select a project status from the Project Status ▼ dropdown.
    Note: You can also add more project info in the Notes field.
  8. In the Billing address section, you can change or add billing details specific to this project.
  9. If the shipping address is different than the client's billing address, uncheck the Same as billing address box. Then, enter the correct shipping details for this project.
  10. Select Save.

Next steps

Once you’ve created a project, it won’t provide any useful info until you’ve added or created transactions assigned to it.  It’s empty at first, but you can add transactions to it by selecting Add to project..

Related links

QuickBooks LedgerQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur

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