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September 27, 2020
Question

How can I split an existing bill to multiple projects? When I try, the entire bill shows as cost against each project i.e. 10k bill w/2k cost on 5 projects.

  • September 27, 2020
  • 26 replies
  • 92 views
10k vendor bill where 2k in costs needs to be assigned to 5 projects. Currently, all 5 projects display the full 10k in costs.

26 replies

QuickBooks Team
September 27, 2020

Welcome to the Community forum, amy-yachtsalesin.

 

You can assign a customer/project per line item on your bill transaction. Here's how:

  1. In the left menu, click the + New button. 
  2. Choose Bill.
  3. Select the vendors name in the Vendor field.
  4. Under Category details or Item details, enter the details like cost and account, then choose a specific Customer/Project.
  5. Tap Save and close

Once done, the amount designated to each project will show on the Overview tab on your Project page. 

 

For more information about projects, see below articles:

If you have any additional questions or concerns about QuickBooks, please reach out to me. Have a great day.

September 28, 2020

Yes, that is what I did however; the full vendor bill amount is being allocated to each project.  For example, I have a vendor bill valued at 2,783 of which 117 belongs on Project A and the rest belongs on Project B.  When I assign the line items appropriately, the full 2,783 shows as costs on both projects.  That being said, the bill in question is from early 2019 before we started using QB Projects.  

January 31, 2022

I know how it feels when something isn't working the way you wanted, accounts100. 

 

As of now, there's no specific time frame when this will be added in QuickBooks Online. In the meantime, you can follow the workaround shared my colleague above. 

 

Please know that our developers are constantly working and considering new functions to be added to the system. This way, we will be able to meet our customers' needs and demands.    

 

You can keep an eye on your email and the Firm of the Future site for information regarding updates and feature releases.    

 

Please know that our doors are open for any additional concerns about QuickBooks. Just leave us a message below, and I'll ensure to take care of them. Keep safe.


This is absurd that QB's cannot do this, or refuses to update the software so that it can.  I have been a bookkeeper for 33 years, and I have never worked with a program that doesn't job cost accurately.  I don't understand, we pay good money for this system only to have to use "work arounds" on a regular basis.  (i.e., if a vendor offers 2% Net 10, for example, we have to enter Vendor Credit Memos), this is a basic accounting function that QBO's doesn't offer.   What good is an accounting software that doesn't offer basic accounting functions? 

We have subs that work on multiple projects and they invoice us weekly on one invoice.  You are saying that I have to take that invoice and make multiple bills so that your software will allocate the funds appropriately?   Again, that's absurd. 

With that being said, I am going to seriously consider moving to a competitor that now has their accounting software available online.  Will it be a pain, maybe, but at least they offer basic functions. 

October 6, 2020

I am having a similar problem and it seems like Quickbooks needs to update the process.  I am doing bookkeeping  for a firm and have assigned projects to specific clients.  The firm is renting space, and when the firm receives a bill for rent each month, there is also a charge for copies that were made by the firm.  The copies are chargeable to projects.  When entering the check for payment of the rent and copies, I split the payment into a Rent/Lease Expense and a Client-Related expense.  I assign the appropriate project to the client-related expense, but when I run the project report, the entire amount of the check is charged to the client's project.  I would like for QB to make it so that only the amount for the copies gets charged to the project.  As it stands now, QBO  is creating inaccurate project cost tracking until this is fixed.

November 8, 2022

This needs a fix after 2 years. Pivoting to another platform for a number of our clients is looking like more of a possibility as this is a MUST for job costing. The "work around" suggested is not a feasible solution for a modern company. Please escalate the priority on this.