tracking job expenses

Welcome and thank you for choosing QuickBooks Online, sgreathouse.

Yes, you can use tags to track expenses. This lets you see how specific areas of your business are doing.

However, I recommend using the Project feature since you're tacking multiple jobs. This makes it easy to manage your work and see their progress.

Let me guide you through the steps:

Step 1: Turn on projects

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

Step 2: Create a project

1. Go to Projects from the left menu.
2. Click New Project.
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.

Step 3: Add project income and expenses

1. Open your project.
2. Select Add to project to create a new transaction.
3. Select Invoice, Receive Payment, Expense, Estimate, Purchase Order, Bill or Time.

Once done, you can proceed to Step 4-6 through this article for the next process: Set up and create projects in QuickBooks Online.

Let me know if you have follow-up questions about projects by commenting below. I'll be around whenever you need help.