Create projects in QuickBooks Online or Intuit Enterprise Suite

Learn how to create projects in QuickBooks Online Plus, Advanced, and Accountant.

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.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Get personalized help setting up projects with QuickBooks Live.

To watch more how-to videos, visit our video section.

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. Go to Projects (Take me there).
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.

Post requisites

Once you’ve created a project, it won’t provide any useful info until you’ve added or created transactions assigned to it.

Related links

• Add new customers in QuickBooks Online
• Add new transactions to a project in QuickBooks Online or Intuit Enterprise Suite
• Add existing invoices to a project in QuickBooks Online or Intuit Enterprise Suite
• Add existing timesheets to a project in QuickBooks Online or Intuit Enterprise Suite
• Add existing expenses to a project in QuickBooks Online or Intuit Enterprise Suite
• Track hourly labor costs and profitability by project in QuickBooks Online