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Creating a project

I’m a general contractor and I need to keep receipts together by customer or job, so I can total it up at the end for the invoice. How do I do that?  I can only add material receipts to “reimbursable expenses”, or something like that.  Thanks in advance. 

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QuickBooks Team

Re: Creating a project

Hi there, morganreporting.

 

You can use the Project feature if you're using QuickBooks Online Plus. Then, create the expense under the project and attach the receipts from there. Here's how: 

 

Turn on the feature in the Account and Settings

 

  1. Go to the Gear icon and click Account and Settings.
  2. Proceed to the Advanced tab.
  3. Click the Pencil icon under the Projects section.
  4. Select the Organize all job-related activity in one place checkbox.
  5. Click Save, then click Done.

To set up the project, follow the steps in the Set up a project section of this article: Set up and Use Projects

 

Once the project is set up, follow these steps to record the expenses and attach your receipts:

 

  1. Open it in the Project menu.
  2. Go to the Transactions tab, then click the drop-down arrow for Add to project.
  3. Select Expense.
  4. Enter all other details and click Attachments in the lower-left hand corner.
  5. Click Save and Close

Here's an additional FAQs article for more details: Projects FAQs.

 

Don't hesitate to reply to this thread below if you have other questions. We're always here to help you.