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Andrew Keywood
September 24, 2020
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Creating a project without knowing who your customer will be

  • September 24, 2020
  • 1 reply
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I have a client who wants to make use of the projects function as they buy an item ( a motorbike) , do repairs and renovations to it taking items from their stock and then put it up for sale ie. they don't have a known customer when they are creating the project.  What is the best way of using the projects function so they can keep  a track on costs. Can the project then be added to the customer when  a sale is made.  

Any ideas?

Thanks

Best answer by MadelynC

I can share some information so you can track costs by project, @Andrew Keywood.


After turning on the Project feature in the QuickBooks Online, you can create a dummy customer. Adding a customer’s information is necessary to track a specific job.


Here’s how:

 

  1. From the Sales menu, choose Customers.
  2. Select the New customer button.
  3. Enter dummy information in the fields then Save.


After this, you’ll want to attach it to the project and then create transactions to track the costs. Once you’re able to recognize the customer, that’s the time you can edit the profile.


For more information about the setup and how to use the project to calculate your profits and costs, you can check this reference to track them.


Tag me on this page if you have other concerns with QuickBooks. I’ll be more than happy to take care of them for you.

1 reply

M
MadelynCAnswer
September 24, 2020

I can share some information so you can track costs by project, @Andrew Keywood.


After turning on the Project feature in the QuickBooks Online, you can create a dummy customer. Adding a customer’s information is necessary to track a specific job.


Here’s how:

 

  1. From the Sales menu, choose Customers.
  2. Select the New customer button.
  3. Enter dummy information in the fields then Save.


After this, you’ll want to attach it to the project and then create transactions to track the costs. Once you’re able to recognize the customer, that’s the time you can edit the profile.


For more information about the setup and how to use the project to calculate your profits and costs, you can check this reference to track them.


Tag me on this page if you have other concerns with QuickBooks. I’ll be more than happy to take care of them for you.

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