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May 17, 2024
Question

How do I add a product & service to a project

  • May 17, 2024
  • 1 reply
  • 0 views
add inventory product to project

1 reply

May 17, 2024

For you to add inventory items, let's create a transaction so we can link them to your projects, scott.

 

Currently, the ability to add your inventory item isn't possible. What we can do is create an invoice, expenses, estimates, or bills and add the items you've sold and purchased so they will be attached to your project.

 

To create one, you can go directly to the project's page. You can follow the steps I'll provide to make one.

 

  1. Go to Projects.
  2. Locate the project you want to add transactions to. 
  3. Head to the Add to project dropdown, and choose what type of transaction you want to add.
  4. Once you've made your selection, you will be directed to their respective pages. Then, input the required details and ensure that the products and services are linked to your project.
  5. Hit Save and close.

 

Additionally, you can read this article: Create and manage projects in QuickBooks Online. It contains information and guidance on tracking your profit's profitability. 

 

If you have further questions about adding inventory items in QuickBooks Online, just simply post in this forum or hit the reply button. I'll surely provide you with assistance.