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melkhafif
Level 1

Projects

I've activated Projects function, yet, how can I add invoices / expenses that have been done already before activating the projects function?? I only can add new invoices/expenses , but can I add old transactions ?

1 Comment
JasroV
QuickBooks Team

Projects

Hi there, @melkhafif.

 

You can easily change the old transactions and add them to your Projects or Job. You'll want to open and edit the old invoices and expenses and change the Customer:Job name to the Job you preferred. Once done, the transactions will be added to the projects/job.

 

To easily track your sales and expenses using the job feature in your QuickBooks Desktop (QBDT) for Mac. You can check the Customer: Job status, date, and estimate totals section in this article: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Additionally, I got you this article that gives the complete details in personalizing your invoice. This way, you can customize the invoice and make your business to stand out from the others: Use and customize form templates.

 

You're always welcome to comment here every time you have other questions in mind. I'm always here to answer them. Keep safe.

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