Recurring Projects

Carrera09s · ‎September 16, 2023

We use QBO for a car club where we have individual projects/events throughout the year. An example would be an Autocross event (1-8) that repeats in subsequent years. Should Autocross #1, #2, #3, etc, be entered without a date so each event could be repeated yearly under the same entry, or should each event be tied to a specific year thus repeating the entry in each calendar year? If we start a new project each year, is there a limit as to how many projects can be entered? We have approximately 40 projects/events each year so over time there would be a lot of entries.

Thanks

Bob

MirriamM · ‎September 16, 2023

Hi Bob,

I'm here to help with your project concern.

Creating recurring projects in QuickBooks Online (QBO) is currently not an option. When creating a project in QBO, you can set a Start and End date to track when the project began and ended. And there's no limit to making projects. Only Chart of Accounts, Classes, or Locations and Billable users have a limit.

To know more about how the project feature works, see this article: Create and manage projects in QuickBooks Online.

For future reference, here's an article in case you'd want to run reports to view a snapshot of your business: Run reports in QuickBooks Online.

Keep me posted if you have other questions about using QuickBooks to manage your client's business finances. I'm always here to help.

Carrera09s · ‎September 16, 2023

Thanks, this really helps going forward.

Bob

Fiat Lux - ASIA · ‎September 16, 2023

@Carrera09s

Consider having a project management application to integrate with QBO. You will need more features to manage your projects neatly.

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