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With Projects turned on in QBO, how do you add the Project field as an input data field in income and expense transactions?

 
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QuickBooks Team

Re: With Projects turned on in QBO, how do you add the Project field as an input data field in in...

You've come to the right place, aryeh.

 

I have just the clarification you're looking for.

 

Once you've turned on the Projects feature, you'll need to set up a project first before you can add it to your income and expense transactions. Here's how:

  1. Click Projects in the left navigation menu.
  2. Select Add your first project.
  3. Enter the Project name.
  4. From the Customer drop-down menu, choose the correct customer.
    - If necessary, you can also add Notes for this project.
  5. Click Save.

Now that you've set up a project, let me walk you through the steps on how to apply it in your transactions:

For Income Transactions

  1. Click the Plus (+) icon.
  2. Select Invoice. You can also use Sales Receipt.
  3. Choose the project from the Customer drop-down menu.
  4. Enter the necessary details for the invoice.
  5. Click Save and close.

For Expense Transactions

  1. Click the Plus (+) icon.
  2. Select Bill/Expense.
  3. Enter the Vendor, Bill Date, Due date, and Bill no.
  4. Fill in the necessary details in the Category details or Item details section.
    - Make sure to enter the correct project in the Customer/Project field.
  5. Click Save and close.

For additional insight about this, I recommend following this article: Projects: Set up and Use

 

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.

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