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aryeh
Level 1

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

 
3 Comments
AldrinS
QuickBooks Team

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

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.

bustabru
Level 1

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

Hi

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. 

 

Kind regards 

IamjuViel
QuickBooks Team

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

Hello there, @bustabru.

 

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:

  1. Click on the Gear icon.
  2. Click on Account and Settings.
  3. Select Expenses.
  4. Click on the pencil icon under Bills and expenses.
  5. Mark the box to Track billable expenses and items as income.
  6. 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:

  1. Go to the New (+) icon.
  2. Choose Sales Receipt.
  3. Select the name of the Project from the Customers drop-down.
  4. Enter the Sales Receipt details.
  5. Click the Save and Close button

Lastly, I've included a couple resources below which you may find useful:

Drop your comments below if you have other questions or concerns if you have other questions or concerns about managing your clients transactions. I'm always here to help.​​​​​​​

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