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val_donehq
Level 2

Projects

Hello team.

 

My name is Valerie, I am using QuickBooks time as an admin, logged in as [email address removed]. My question is regarding the Projects item in the menu on the right side of the tool. I just can'e see it and can't find how to add it. I've searched all Add-ons and also couldn't find Projects there. 

 

Could you please help me with this matter?

Thanks.

Solved
Best answer March 23, 2022

Best Answers
Rea_M
QuickBooks Team

Projects

Helping you with your projects concern in QuickBooks Time is my priority, @val_donehq. Let me share further details and guide you with the actions you need to take care of this matter.

 

The Projects feature is part of the QuickBooks time Elite product. You may currently be subscribed to QuickBooks Time Premium that's why you're unable to utilize the said menu. With this, I'd recommend upgrading your account from QuickBooks Time Premium to QuickBooks Time Elite to get this cool feature. 

 

To upgrade, here's how:

 

  1. In QuickBooks Time, go to Company Settings.
  2. Select Account & Billing.
  3. In the Account & Billing tab, select Change plan.
  4. Choose QuickBooks Time Elite and follow the steps for billing confirmation.

 

Please note that existing timesheets will not be transferred into any new projects you create. The Projects feature will only apply to time moving forward. You'll have to set up your jobs or customers as normal, and then use the feature to set up any active projects your team will be working on.

 

Once you're done, you're set to use projects in QuickBooks Time. To add and manage projects, I'd recommend checking out this article for the step-by-step guide: Set up and use projects in QuickBooks Time.

 

Please don't hesitate to let me know if you have other concerns about the Projects feature and tracking project transactions in QuickBooks Time. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @val_donehq.

View solution in original post

3 Comments 3
Rea_M
QuickBooks Team

Projects

Helping you with your projects concern in QuickBooks Time is my priority, @val_donehq. Let me share further details and guide you with the actions you need to take care of this matter.

 

The Projects feature is part of the QuickBooks time Elite product. You may currently be subscribed to QuickBooks Time Premium that's why you're unable to utilize the said menu. With this, I'd recommend upgrading your account from QuickBooks Time Premium to QuickBooks Time Elite to get this cool feature. 

 

To upgrade, here's how:

 

  1. In QuickBooks Time, go to Company Settings.
  2. Select Account & Billing.
  3. In the Account & Billing tab, select Change plan.
  4. Choose QuickBooks Time Elite and follow the steps for billing confirmation.

 

Please note that existing timesheets will not be transferred into any new projects you create. The Projects feature will only apply to time moving forward. You'll have to set up your jobs or customers as normal, and then use the feature to set up any active projects your team will be working on.

 

Once you're done, you're set to use projects in QuickBooks Time. To add and manage projects, I'd recommend checking out this article for the step-by-step guide: Set up and use projects in QuickBooks Time.

 

Please don't hesitate to let me know if you have other concerns about the Projects feature and tracking project transactions in QuickBooks Time. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @val_donehq.

val_donehq
Level 2

Projects

Hi, Rea_M,

 

Thanks a lot for your quick reply, I appreciate your help!

 

Kind regards,

val_donehq
Level 2

Projects

Hi team,

 

Unfortunately, I cannot see the Account & Billing menu in Settings:

Pasted Graphic.png

How do I enable Projects in this case?

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