Question

QBO Projects

Forum|Forum|2 years ago
July 19, 2023
1 reply
2 views

As it relates to creating "Projects," once i create a project and want to use an existing customer, how do i retroactively add all the income, expenses and invoices associated with that customer to the Project?

QuickBooks Online

J

JamesAndrewM

Moderator

QuickBooks Online (QBO) does not have a direct way to retroactively associate income, expenses, and invoices with a newly created project. When you create a project in QuickBooks Online, it only tracks transactions created or linked to that project moving forward.

As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback:

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Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

In the meantime, you can manually assign the relevant income, expenses, and invoices to the project. First, you will need to categorize the existing transactions related to the customer you want to associate with the project. It includes invoices, expenses, and income transactions. To do this, you can edit each transaction one by one and add the project information.

QuickBooks Online feature, the ability to batch update transactions in bulk to assign them to a project. To check if this feature is available, go to the Accounting or Transactions menu, and look for a "Batch actions" or "Batch updates" option. If available, use it to associate multiple transactions with the project simultaneously.

If you have a few invoices associated with the customer, you may consider recreating them. Duplicate the old invoice and assign the project to the new duplicated invoice.

For expenses, you may need to use the "Reclassify Transactions" feature in QuickBooks Online. This feature allows you to change the category or account of multiple transactions at once. You can use this feature to reclassify expenses and add project information to them.

You can create custom reports to track all income and expenses related to a specific project: Customize reports in QuickBooks Online. These reports can help review the project's financial status.

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

G

GonzalesPIAuthor

So how do we associate existing income expenses and what not to each newly project ?

K

Kurt_M

QuickBooks Team

We're happy to see you here in the thread, @GonzalesPI.

You'll need to edit the customer inside those existing income expenses and replace them with the customer associated with the project inside your QuickBooks Online (QBO). We'll gladly write down the steps to get you going:

Go to Business overview, then select Projects.
Find and select the project you want to change the assigned customer for.
Click Edit.
Select the new customer from the Customer ▼ dropdown.
Click Save.
Review the prompt, then select Assign new customer.

To add existing expenses to the project, you can visit this page and refer to Add existing expenses to a project section for more details: Create and manage projects in QuickBooks Online.

Moreover, here are some articles to help you ensure your data stays accurate inside QBO:

@GonzalesPI, The Community space is open 24/7 if you need assistance accomplishing tasks inside QuickBooks. We'll be here, ready to help you out. Take care, and have a nice day!

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