Multiple Projects line items on Single PO but all expenses showing in Single Project

Hi, @tayd. 

I know projects have a lot of specifics you need to consider when it comes to recording transactions. Providing some troubleshooting to you is my goal, which I'll start with clarifying why all of the expenses are showing in a single project even after tagging them into several ones.

To get me on the same, may I know where you created the Purchase Order (PO) and Expenses? Is it on the Projects page or through the +New icon? 

If you create the transactions mentioned using the Add to project drop-down menu, the expenses will show on the specific project you selected from the list. That's why they're recorded under a single project despite splitting them on the line item into different ones.

However, if you use the +New icon, the expenses will be distributed per project accordingly. This is because the entries are generally intended for each of them.

Once verified that you made everything correctly, let's isolate this issue by accessing the transactions via incognito or private window. This troubleshooting allows us to determine if the issue is due to browser caching, as this doesn't save any data. Too much data stored in the browser causes inconsistencies that affect your account's performance. 

To proceed, take note of these keyboard shortcuts: 

• Ctrl + Shift + N for Google Chrome browser
• Ctrl + Shift + P for Mozilla Firefox & Microsoft Edge browsers
• Command + Shift + N for Safari browser

I recommend clearing the cache in your default browser to refresh the system. Using other supported browsers also aids in narrowing down the problem.

For additional tips about handling your reports in QuickBooks Online, you can open this link: Run reports in QuickBooks Online.

The troubleshooting above is the basic steps to fix the odd behavior of the system. Kindly post again if you have follow-up questions about tracking projects or need help with other things with QuickBooks. I'll be more than happy to assist you anytime. Have a wonderful day.

Jamaica,

I am not really sure what your response means or how it addresses our issue (which is that on a PO with multiple projects tagged on different lines; the expenses are all reflected in a single projects expenses (and not for each line tagged to each project). 

Thank you for your quick response. Allow me to provide clarification today to assist you in effectively managing your projects and expenses.

The system calculates your expenses per project once the names are selected for each line appropriately. When adding your purchase orders (PO) to a bill/expense, remember to mark the Billable column and accurately set the project names under Customer/Project.

I'm adding these screenshots as your visual references.

Since you're getting unexpected results now, I suggest you try to delete and recreate the transaction to narrow down the result. You can also consider recording your entries through a private browser, as cache may affect this experience. You can save time by using either of the following keyboard shortcuts:

• Google Chrome: Press Ctrl+ Shift + N
• Safari: Press Command + Shift + N
• Mozilla Firefox: Press Ctrl+ Shift + P

If it works fine, return to your regular browser and clear its cache to refresh the page.

If the issue persists, you can contact support so a live representative can check and investigate this further.

For additional hints, while working with your POs and expenses in our system, you can run through the resources from these links:

• Create and send purchase orders in QuickBooks Online
• Add purchase orders to expenses, bills, or checks in QuickBooks Online
• Enter billable expenses in QuickBooks Online

 On top of that, you can also gather more insights while working on your projects from this material: Create and manage projects in QuickBooks Online.

Let me know if you have follow-up questions about your projects or expenses, let me know by leaving a comment below. I'm just a few clicks away to help you again. Have a good one!