cancel
Showing results for 
Search instead for 
Did you mean: 
Bertoniandsons1
Level 1

Should I make projects for each customer? Or should I just do sub-accounts? We are a landscaping company and do many different services for different customer.

 
1 Comment 1
Maybelle_S
QuickBooks Team

Should I make projects for each customer? Or should I just do sub-accounts? We are a landscaping company and do many different services for different customer.

Hello there, @Bertoniandsons1.

 

The Projects feature in QuickBooks Online (QBO) can help you keep insight of your purchases and sales through its specialized report. Since you have a landscaping company, we can create a project for your customer. This way, you can easily track how much you're earning or losing on that particular project. I'll guide you how:

 

Step 1: Turn on Projects

  1. Go to the Gear icon and click Account and Settings.
  2. Select the Advanced tab.
  3. Click the Pencil icon under the Projects section.
  4. Select the Organize all job-related activity in one place checkbox.
  5. Click Save, then Done.

Step 2: Set up a project

  1. Go to the Projects menu.
  2. Select New Project.
  3. Create a Project name.
  4. Select the Customer drop-down arrow, then choose the customer you’re working for.
  5. Add any notes or details about the project.
  6. Click Save.

Once it's completed, please follow the steps in the Add project income and expenses section of this article: Set up and Use Projects.

 

To learn more about dealing with projects in QBO, please refer to these articles:

Please let me know if you have any other questions concerning projects in QuickBooks. I'll be around to help. Have a good one!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up