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! Go to Solution.
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!
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!
Thank you so much!
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.
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!
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:
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.
File your business taxes with confidence thanks to our 100% accurate guarantee.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.