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vt-unit2
Level 1

Hi, I am from Viabletree Unit 2 I am unable to find project option in my Quickbooks please help me as soon as possible Thanks

 
1 Comment 1
SarahannC
Moderator

Hi, I am from Viabletree Unit 2 I am unable to find project option in my Quickbooks please help me as soon as possible Thanks

Hi there, vt-unit2.

 

I'm glad to hear that you're part of the QuickBooks family. Let's make sure you're able to use the project feature in the Online product and learn more things about it.

 

The projects feature that helps us track the income, expenses, and profitability is only available in the Plus version of QuickBooks Online. If you're currently using QBO plus version, we should be able to see it by following the steps below:

 

First, we'll need to turn on this feature in the settings. Here's how to do it:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Click the Advanced tab.
  4. In the Project section, hit the Edit icon.
  5. Tick the Organise all job-related activity in one place box.
  6. Click Save. Then, Done.

sarr.PNG

 

Afterward, the project feature will be visible from the menu, and you can start creating a project in your book. For more tips and details about it, you can check this here. There are more things that you can learn through exploring the article. 

 

On the other hand, if you're not currently using the QuickBooks Online Plus version, that would be the reason why we're unable to find the project option in QBO. If that's the case, you may want to upgrade to get this feature. To guide you further, you can follow the steps below:

 

  1. Still, within the Account and Settings, select the Billing & Subscription menu.
  2. In the QuickBooks section, select Upgrade your plan. On this page, you'll also know what plan you're using.
  3. Choose Plus. Then, click the Upgrade button.
  4. Follow the on-screen instruction to complete the process.

sar.PNG

 

If you require additional details about it, please let me know as soon as possible. I'll be right here to back you up. I hope you're good. Take care!