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Level 1

How do I take a new client and add a project

1 Comment 1
QuickBooks Team

How do I take a new client and add a project

I'd be glad to help you add a client and a project, j14.


Here's how to add a client.

  1. Go to Sales, then select Customers.
  2. Click New customer.
  3. Enter the customer information, then click Save

Then, let's turn on the Projects feature in QBO. Kindly follow the steps below:

  1. Go to the Gear icon, then choose Account and Settings.
  2. Click Advanced.
  3. In the Projects section, click the Pencil icon.
  4. Check the Organize all job-related activity in one place box.
  5. Click Save.
  6. Click Done.

Once done, you can add a project to a customer.


Here are the steps:

  1. Go to Project, then click New project.
  2. Enter the Project name, and the Customer name.
  3. Click Save.

You can also check this article about projects FAQs


I'd always be here in case you have other questions. Have a good day!



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