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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
  • 81 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.  

Level 4
September 28, 2020

Thank you for your feedback.  Do you know if QB is developing a solution?  Allowing a bill to be allocated to multiple projects via the line items and not overstating costs on individual projects.  If not, how to I go about finding that out?


Hi amy-yachtsalesin. 

 

Thanks for posting here in the Community, I'm going to go ahead and forward this information to our product development team. They will be able to look through the information and are the ones who consider adding it to a future update. You can stay up-to-date with all the new information and new features coming to the QuickBooks product in the QuickBooks Blogspot

 

If you have any other questions, feel free to post here anytime. Thanks and I hope you have a nice Monday!

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.