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December 21, 2019
Question

I have Quickbooks Essential and would like to find a way to assign expenses to specific projects. Is this possible?

  • December 21, 2019
  • 1 reply
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1 reply

December 23, 2019

Hey peterwklein,

 

Projects are a great way to organize your income and expenses into various jobs for specific customers. Currently, this feature is not available in QuickBooks Online Essentials. Sub-customers can help you divide your sales for a customer into different jobs or projects. To track expenses per customer, you would need to upgrade to QuickBooks Online Plus. The option is included with billable expenses and projects. This would give you access to a "Customer" column in your expenses to easily track expense incurred for a specific customer or job. You can quickly upgrade your subscription in just 5 easy steps:

  1. Click on the Gear icon and select Account and Settings.
  2. Select the Billing & Subscription menu.
  3. In the QuickBooks Online section, select Upgrade
  4. Choose the plan you want, and select Upgrade.
  5. Confirm your payment information and select Save.

 

Alternatively, you can use sub-customers to neatly organize your sales according to various projects under a customer. You'll be able select your sub-customer in the Payee field of your expense forms, but this is not recommended if you need to track your expenses by supplier. This will allow you to quickly see all income and expense transactions linked to your sub-customer in the Transaction List by Customer report. Here's an article to help get you started using sub-customers: Manage your customer list 

 

Here's another handy article to familiarize yourself with the Projects feature and see how it can benefit your business: Projects FAQ
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I'm here for you so feel free to leave a response if you'd like any more help or clarification.