That should do it. With these resources, I'm confident that you'll be able to input the project in your transactions like a pro in no time!
I hope this response finds you with a smile today. Let me know if there's anything else I can do for you, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business the best.
With Projects turned on in QBO, how do you add the Project field as an input data field in income and expense transactions?
Is it possible to link other sales receipts not from that particular client to a project. In our case we sell products on our clients behalf, hence we have lots of different customers that contribute to the income for a project.
I'm her to share some information some information to help you linked your sales receipts to your Projects.
Before anything else, you'd want to consider how your clients were added in QuickBooks. If they're added as Vendor, then you'd want to enable the Billable expense feature. This way, you'd be able to linked your client-related transactions to your customers.
Here's how to turn on the billable expense:
Click on the Gear icon.
Click on Account and Settings.
Click on the pencil icon under Bills and expenses.
Mark the box to Track billable expenses and items as income.
Click on Save.
Once completed, you can assign the specific expense you've paid to your specific project. Mark the Billable column then choose the name of the Customer: Job/ Project.
On the other hand, here's how to create a sales receipt to a Project:
Go to the New (+) icon.
Choose Sales Receipt.
Select the name of the Project from the Customers drop-down.
Enter the Sales Receipt details.
Click the Save and Close button
Lastly, I've included a couple resources below which you may find useful: