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gans
Level 2

Creating a Project without a customer attached...

I wish to track expenses for a project that is not specific to a customer.

How do I create a project that is not specific to a customer?

Need it only to track expenses on the project (will have 3-4) suppliers whose bills will need to be pulled together.

Solved
Best answer May 26, 2021

Best Answers
DivinaMercy_N
QuickBooks Team

Creating a Project without a customer attached...

Welcome to the Community, @gans.

 

I know that it's important for your business to have this option. However, you can only create projects in QuickBooks Online (QBO) if you attached a customer to it. As a workaround, you can create a dummy customer so you can assign it to those projects that don't have one. Here's how:

  1. Go to the Sales menu.
  2. Click Customers.
  3. Select the New customer button.
  4. Enter Dummy customer in the Display name as field.
  5. Then, click Savecustomer1.PNG

 

Once done, you can now track your expenses on the project associated with a dummy customer. To start, here's the article that can guide you: Set up and create projects in QuickBooks Online.

 

Also, to help you track transactions created for your vendors, you can run a transaction report. To do so, please refer to these steps:

  1. Navigate to the Reports menu.
  2. From the search field, enter Transaction List by Vendor.
  3. Click the report to open. 

 

If you need further assistance about creating projects in QBO, please post a response below. I am always available to help in case you need it. Take care. 

View solution in original post

3 Comments 3
DivinaMercy_N
QuickBooks Team

Creating a Project without a customer attached...

Welcome to the Community, @gans.

 

I know that it's important for your business to have this option. However, you can only create projects in QuickBooks Online (QBO) if you attached a customer to it. As a workaround, you can create a dummy customer so you can assign it to those projects that don't have one. Here's how:

  1. Go to the Sales menu.
  2. Click Customers.
  3. Select the New customer button.
  4. Enter Dummy customer in the Display name as field.
  5. Then, click Savecustomer1.PNG

 

Once done, you can now track your expenses on the project associated with a dummy customer. To start, here's the article that can guide you: Set up and create projects in QuickBooks Online.

 

Also, to help you track transactions created for your vendors, you can run a transaction report. To do so, please refer to these steps:

  1. Navigate to the Reports menu.
  2. From the search field, enter Transaction List by Vendor.
  3. Click the report to open. 

 

If you need further assistance about creating projects in QBO, please post a response below. I am always available to help in case you need it. Take care. 

View solution in original post

jpalm
Level 1

Creating a Project without a customer attached...

I have the same issue. I start projects without having a specific customer for them. Once I have a customer for the project, is there a way to move the entire project and all associated expenses to the new customer?

Maybelle_S
QuickBooks Team

Creating a Project without a customer attached...

Thanks for joining the thread, @jpalm.

 

Allow me to share some insights about setting up projects in QuickBooks Online (QBO).

 

We'll need to add a customer when creating a project to track its profitability easily. 

 

We can set up your product lines as the project and your company as the customer. However, it's best to consult with an accountant for further help as this may affect your financial reports.
pro.PNG

 

You can also pull up the available project reports to monitor its income and costs. Here's how:

 

1. Go to the Projects menu at the left pane, and then select the project name you want.

2. Choose the Project Reports tab. From there, you'll see these reports:

• Project profitability report shows how much you're gaining or losing for a certain project.

• Time cost by employee or vendor for vendor and employee time costs for the said project.

• Unbilled time and expenses to know the expenses and time you haven't added to an invoice.
pror.PNG

 

Then, you may want to customize them to personalize their details and formats. I've added a resource for more info: Customize reports.

 

Just click the Reply button if you have more questions about projects or other QuickBooks-related concerns. I'd be glad to help you.