cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
Projectmandalika
Level 1
posted
‎April 11, 2021 03:57 PM
last updated ‎April 11, 2021 3:57 PM

Create a Project only

 
Reply
2 Comments 2
Charies_M
Moderator
Moderator
‎April 11, 2021 05:13 PM

Create a Project only

I'm glad you check this with us, Projectmandalika.

 

To create a project, you'll have to turn this feature on from your Account and Settings.

 

Here's how:

 

  1. Select Settings, then select Account and settings.
  2. Go to the Advanced tab.
  3. Find the Projects section and select Edit to expand it.
  4. Turn on Organise all job-related activity in one place.
    1.PNG
  5. Select Save and close your settings.

 

Then you can create a Project by following the steps below:

 

  1. Go to the Projects menu.
  2. Select Start a Project if this is the first time you are creating. Or select New Project if you've already created one.
  3. Give your project a memorable name.
  4. Select the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Click Save.

I'd be happy to share the following guides to become more familiar with managing projects in QuickBooks Online (QBO):

Be sure to get back to me if you have follow-up questions. I'm always happy to help. Have a good day!

Reply
Fiat Lux - ASIA
Level 15
‎April 11, 2021 05:47 PM

Create a Project only

@Projectmandalika 

Make sure you are using QBO Plus to have the project feature. As another option, consider having a project management app to integrate with your QBO account.

https://quickbooks.grsm.io/Asia-Pacific

 

Reply