cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

If a project is marked as complete, can users still post time and expenses to it? thanks

 
5 Comments
Highlighted
QuickBooks Team

If a project is marked as complete, can users still post time and expenses to it? thanks

Hi there, @iwachira.

 

Yes, a user can still post time and expenses on a project that is marked as completed. All you have to do is to click on the Track Time option under the Time Activity section. Any information that will be added will still be recorded under the said project. 

 

If you want to use it on your future transactions, you'll just need to change its status to in progress. Please see the screenshot attached for reference: 

To give you more details on how the project works in QBO and on how to add time, please check out these links:

You've got me here to help if you have any other questions. I'd be pleased to assist you. Have a great week ahead!

Highlighted
Level 1

If a project is marked as complete, can users still post time and expenses to it? thanks

Thanks for the insight. Now, suppose I don't want users to post additional time and expenses to a completed project. How do I do this?

Highlighted
Moderator

If a project is marked as complete, can users still post time and expenses to it? thanks

I appreciate the prompt response, iwachira.

 

You can avoid posting additional time and expenses to your completed invoice by using the Single time activity or Weekly timesheet option. I'll walk you through the steps below:

 

  1. Go to the + New icon.
  2. Under Employees, choose either Single time activity or Weekly timesheet.
  3. Enter the necessary information.
  4. Click Save and close.

We also offer the following articles as your guide on entering hours on timesheets in QuickBooks Online (QBO):

 

If you have other questions, just let me know. I'm always happy to assist you further. Have a great day ahead.

Highlighted
Level 1

If a project is marked as complete, can users still post time and expenses to it? thanks

I appreciate your help on the matter, but my query is yet to be answered. Basically, we have a multi-user functionality. As the administrator, I know that when a project is complete I should not post additional costs or time...however, some of the other standard users that I have granted posting rights may not follow this. I am looking for a solution whereby once a project is marked as complete, the field is deactivated and no one can post additional expenses or time to the project.

Highlighted
QuickBooks Team

If a project is marked as complete, can users still post time and expenses to it? thanks

Hello there, @iwachira.

 

I'm here to share additional details about the project feature in QuickBooks.

 

Since there's no option to deactivate the field once the project is complete, I'd suggest using the +New icon when creating a transaction. So the completed projects will not show up in the selection drop-down.

 

We take our customer ideas into consideration when looking for product improvements. I’ll be sure to share your thoughts with our engineers to see if this feature will be available on the next updates.

 

Also, to know more about Projects in QuickBooks Online, you can click this article:Projects FAQ

 

In addition, to stay updated with the latest QuickBooks news and updates, you may visit/check our QuickBooks blog.

 

If there's anything else you need, stay in touch with me. Wish you all the best.

 

Need to get in touch?

Contact us