Allow me to share some information about the project feature so you'll be guided on what to do, antonetta-cavali.
Project is a feature in QuickBooks Online Plus that helps you organize all the moving pieces of your project. This includes the transactions, time, and running reports. For you to use the feature, you'll have to turn it on. To do so, follow the steps below:
- Click the Gear ⚙ icon, then select Account and settings.
- Go to the Advanced tab.
- Find the Projects section and select Edit ✎ to expand it.
- Turn on Organise all job-related activity in one place.
- Select Save and then Done.
Once done, create a new project. I've outlined in numbers below:
- Go to Business overview and select Projects (Take me there).
- Select Start a project if this is the first time you are creating. Or select New Project if you've already created one.
- In the Project Name field, enter the project name.
- Select the project customer from the Customer ▼ dropdown.
- Add any notes or details about the project in Notes.
- Select Save.
Then, you can now add new transactions directly to your projects. There are two ways how you can add them. To give you more details on how to do it, read this article for your reference: Set Up and Create Projects In QuickBooks Online. Also, since you want to play around with the available features in your QuickBooks Online (QBO), you can use our test drive for more available options.
Moreover, QuickBooks provides several reports that cater to your business needs. Learn how to customize them so you'll get the information you need most. Take time to read this: Customize Reports in QuickBooks Online.
Let me know if you still need further assistance with projects or anything that complicates you about the feature. I'll be here to help.
