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Michelle0531
Level 3

projects

I can't seem to get invoices to post as a job cost to the customer unless I create a project.  Is that the way this works?

 

Thanks!

Solved
Best answer November 08, 2022

Best Answers
JessT
Moderator

projects

Hope you're having a great day, Michelle!

 

Yes, adding jobs as projects is the way to go for QuickBooks Online Plus and Advanced users. The Projects feature has its own dashboard where you can easily track the profitability. Learn more about setting up and creating projects in QuickBooks Online.

 

Before Projects was introduced, we would add jobs as sub-customers, which is still a thing in the QuickBooks Online Essentials and Simple Start plans.

 

On the other hand, you can visit the main support page, scroll down a bit, and click More Topics if you want to see more references for QBO.

 

Let me know if you have other concerns about adding jobs. Take care and more power to your business!

View solution in original post

5 Comments 5
JessT
Moderator

projects

Hope you're having a great day, Michelle!

 

Yes, adding jobs as projects is the way to go for QuickBooks Online Plus and Advanced users. The Projects feature has its own dashboard where you can easily track the profitability. Learn more about setting up and creating projects in QuickBooks Online.

 

Before Projects was introduced, we would add jobs as sub-customers, which is still a thing in the QuickBooks Online Essentials and Simple Start plans.

 

On the other hand, you can visit the main support page, scroll down a bit, and click More Topics if you want to see more references for QBO.

 

Let me know if you have other concerns about adding jobs. Take care and more power to your business!

Michelle0531
Level 3

projects

Thank you so much!

Rea_M
Moderator

projects

You're always welcome, @Michelle0531.

 

I'm glad we're able to provide the appropriate information for your projects and invoice concerns in QuickBooks Online (QBO).

 

Please don't hesitate to let us know if you have other concerns about managing your business's growth and transactions using QBO. Take care, and I wish you continued success.

MBCMike
Level 1

projects

It feels like Projects should be able to track not only expenses but also donations/income.

If I'm creating a check through QBO, I can select a project/donor and put the expense against a project.  However, if I'm trying to add funds (ticket sales, for example), or categorize credit card expenses, these can't be tracked by project from the banking tab.

 

Is there a way to put deposits and credit card expenses to a project?

 

Thank you in advance!

Adrian_A
Moderator

projects

Hello there, MBCMike.

 

I know how you can record deposit and credit card expenses for a Project.

 

You’ll only have to create an expense in QuickBooks Online and indicate the type of card you use under the payment method.

 

I can walk you through the step-by-step process of entering an expense in QuickBooks Online. Kindly refer to the steps below:

 

  1. Click on + New. Then select Expense.
  2. Select the vendor under the Payee field.
  3. Select the account you used to pay under the Payment account and enter the Payment date for the expense.
  4. Under the Payment method, select how you paid the expense.
  5. Enter the other following details for detailed tracking.
  6. Enter the expense information in the Category details section. Then, choose the expense account you use to track your expense transactions in the Category dropdown.
  7. Enter the Amount and Tax.
  8. Select Save and Close.

 

Then, repeat the same steps for deposits.

 

Learn how to manage expenses in QuickBooks Online by checking out this link.

 

Feel free to reply to the thread if you have further concerns with your transactions.

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