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How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

How can I set up and use project feature or an equivalent of it (locations or jobs) in QuickBooks Desktop?

2 Comments
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Re: How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Simply define a JOB for the customer, or if its an internal project with no customer then create a dummy customer/job name.

Then tag all the expenses with the Job in the 'name' column.

Later run JOB reports

QuickBooks Team

Re: How can I set up and use project feature or an equivalent of it in QuickBooks Desktop?

Hi there, sbancheva.

 

Allow me to join this discussion and provide additional clarification.

 

I agree with MikeinBC. That being said, let me walk you through the steps on how to set it up in QuickBooks:

 

Track jobs in QuickBooks Desktop

  1. From the Customers menu, choose Customer Center.
  2. Click the New customer & Job drop-down menu, then select Add job.
  3. Enter an appropriate Job Name.
  4. Fill in any other necessary details
  5. Click OK.

All of this information and more is available in our guide on how to track job costs in QuickBooks Desktop.

 

Keep in touch if there's anything else I can do for you. I've got your back and am always happy to help. Wishing you all the best!