Add new transactions to a project in QuickBooks Online or Intuit Enterprise Suite

Learn how to add transactions to a project you’ve created in QuickBooks Online and Intuit Enterprise Suite.

Once you’ve created a project, add new transactions to the project to track their costs, revenue, and other details. You can either create a new transaction from the project dashboard, or tag a new transaction created elsewhere with the project. This doesn’t change your accounts or how your transactions are sorted elsewhere.

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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. 
• You must have created at least one project.

Add new transactions from the project dashboard

1. Go to Projects (Take me there).
2. Find and select the project you want to add a transaction to.
3. From the Add to project ▼ dropdown, select what kind of transaction you want to add, such as an invoice, estimate, timesheet, or bill 
4. Enter the details for the transaction like you normally would.
5. Select Save and close.

Add new transactions to a project while creating them

You can also add transactions to a project while creating them elsewhere. In the Customer/Project ▼ dropdown, enter the project name.

Related links

• Create a new project in QuickBooks Online or Intuit Enterprise Suite
• Add existing invoices to QuickBooks Online projects
• 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