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.

Forum|Forum|5 years ago
September 27, 2020
3 replies
76 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.

QuickBooks Online

M

MirriamM

QuickBooks Team

Welcome to the Community forum, amy-yachtsalesin.

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

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

A

amy-yachtsalesinAuthor

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.

R

Rebekah1972

Thanks for your prompt response, @amy-yachtsalesin.

Since we're unable to split an existing bill to multiple projects and miss the option to pay it via ACH payments, it's best to recreate each line item as an individual bill. This way, you can utilize the ACH payment option and able to assign it to multiple projects.

Also, make sure to take note of the bill transactions' information before recreating each line item as separate bills to avoid inaccurate records. Once done, delete the bills that cannot be split to multiple transactions.

If you have followed the steps provided by Mars in using the Pay bills feature, ensure to delete the bill payment-check so that this won't create any unapplied cash payables.

Here's how:

Go to the Expenses menu and then select Expenses.
Open the bill transaction in question.
Click the payment made link, then select the date link.
Choose More and then pick Delete.

Additionally, if you wanted to check payment status for your ACH payments, you can check this article: Using the Payment Tracker.

Feel free to add a comment if you need clarifications. I'm always here to help. Stay safe and well!

I was just searching this same topic hoping that there had been some updates made.

I too get bills from one subcontractor which has specific amounts that need to be applied to 8 separate customer projects. It would be nice to see an update that doesn't list the whole bill but here is what I've found.

If you go to a project and then to the transactions tab, it does list the full amount of the bill, which can be confusing however under the costs section of the project, it only lists the specific amounts to this project. The project profit margin does not calculate based on the full amount of that bill, just the amount specifically tagged to that project.

I hope this helps :)

L

LMM12

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.

T

TBKF

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.

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