Projects

Hello there, @sreever.

Allow me to share some information on how you can create a Purchase Order and assign it to a specific customer.

A Purchase Order is a non-posting transaction sent from a purchaser to a vendor that authorizes a purchase. With QuickBooks Online, you can create a purchase order and assign each line item to different customers or projects.

Here’s how:

1. Click the Plus Icon (+).
2. Choose Purchase Order.
3. Select the Vendor.
4. Enter the list of items included in the purchase order.
5. In the Customer/Project column, choose the name of customer or project the specific item is intended for.
6. Click Save and Close or Save and Send.

That should do it! Always feel free to get back to us here in the Community if you have other questions about creating Projects in QuickBooks Online. I’m always here to help.

Hi juVielL

I'm sorry I wasn't clear.  My clients provide me with purchase orders.  When I invoice I have to match their PO line items and amounts.  As these are typically T&M projects I need to track the time for each separate line item and invoice.  I'm looking to see if QBO Projects will allow me to track the separate line items under one project.  Like I said below currently create a Customer and then Sub-Customers for a "project", I then charge my time to each of the sub customers and can invoice accordingly.

Thanks

Glad to hear again from you, @sreever.

Are you perhaps referring to tracking the billable time by job to track expenses for a specific customer? If so, I can share some steps on how you can enable time tracking and track billable time.

Here's how:

1. Go to the Gear Icon.
2. Choose Account and Settings.
3. Select Advanced.
4. Under the Time Tracking section, click the edit (pencil) icon.
5. Ensure the Make Single-Time Activity Billable to Customer box is checked.
6. Click Save.
7. Hit Done. 

Once turn on, you can now start recording billable time through the Single Activity Time Sheet and the Weekly Time Sheet:

1. Click the Plus Icon.
2. Choose Single Time Activity or Weekly Timesheet.
3. Enter the necessary information. 
4. Click Save and Close.  

 Once completed, you can see this Time Charge listed on the specific customer/project that you selected. 

That should do it! This will allow you to send an invoice to your customer for their Time Charges.

You can always visit me here in the Community anytime if you have other questions about managing your transactions on each project you've recorded in QuickBooks. I'm always here to help.