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Create projects in QuickBooks Online

by Intuit•56• Updated a day ago

Create a project to group individual transactions, estimates, and expenses associated with a single customer in one place. This provides a centralized dashboard to view associated transactions and run project-specific reports to monitor your bottom line.

If you have QuickBooks Online Plus, QuickBooks Online Advanced, or Intuit Enterprise Suite, you can use projects to track income and costs for specific projects.

For example: If you own an automotive repair shop, you can create a project for a specific vehicle repair to track every part and labour hour dedicated to that single job.

What you’ll need

An active QuickBooks Online, Intuit Enterprise Suite, or QuickBooks Online Accountant subscription.
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. Turn on Retainage and map the Retainage Receivable and Retainage Payable accounts in your chart of accounts.
If you use QuickBooks Online Accountant, in Account & settings, turn on Use project financial tracking.
Note: Once you turn this on, you can no longer turn it off.

Turn on projects

Before you can track specific repairs or jobs, you must enable project tracking in your settings.

If you use QuickBooks Online, go to Settings and select Account and settings.
- Select Advanced, and in the Projects section, turn on Organize all job-related activity in one place. (Take me there).
If you use QuickBooks Online Accountant, go to Settings and select Company settings.
- Select Advanced, and in the Projects section, turn on Use project financial tracking. (Take me there).

Note: Once enabled in QuickBooks Online Accountant, this feature cannot be turned off.

Create a new project

Go to All apps , then Projects, then Projects (Take me there).
Select New project.
Note: Select Start a project if this is the first time you are creating.
In the Project name field, enter the project name.
Select a customer from the Customer ▼ dropdown.
Enter an Email for the customer.
Note: This appears automatically if it's been entered while creating the customer.
Enter a Start date and an End date for the project.
Select a project status from the Project Status ▼ dropdown.
You can also add more project info in the Notes field.
To enter Billing address and Shipping address for the project, turn on Address for this project.
Note: This appears automatically if it has been entered while creating the customer.
Select a country from the Country ▼ dropdown and enter the address.
If the shipping address is different than the client's billing address, uncheck the Same as billing address checkbox. Then, enter the correct shipping details for this project.
Select Save.

Results

Your project will now be listed.

Next steps

Once you’ve created a project, it'll remain empty until you add or create transactions to assign it. You can add transactions to a project by selecting the Add to project ▼ dropdown.