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You've posted on the right forum, Laz. I'm glad to help you add a new project for your customer in QuickBooks Online (QBO).
Beforehand, please be guided that the Projects feature in QBO is only available to Plus and Advance subscriptions. If you're currently on the Simple Start and Essentials, you may consider upgrading your plan to maximize the feature.
To create a new project, kindly follow the steps below:
- Log in to your QBO account.
- Go to the Projects menu and click New project.
- Enter a Project name and select your customer on the Customer dropdown.
- Fill in the project's duration on the Start date and End date section if needed.
- Choose its status in the Project Status field. Then, add Notes if necessary.
- Once done, hit Save.
For more information about generating and handling projects, please click this link: Create and manage projects in QuickBooks Online.
Additionally, when you're on the QBO Advance subscription, you can use project reports to track and manage your project-based businesses.
I'm always here to lend a hand if you need additional assistance in creating new projects in QBO. Just leave a reply to this thread, and I'll promptly answer your queries.
