Why is an expense not showing on my project screen?

Hello stevee.cda,

It's awesome to hear that you're using the Projects feature in QuickBooks Online. It's a fabulous tool that gives you the opportunity to take charge of organizing your data for jobs you do for customers. I'd be happy to go over this so you can have confidence that your expenses are filed with the appropriate projects.

For an expense to show up in the Transactions tab in the Projects window and count toward the project, it needs to be assigned to the project. The easiest way to do this is to use the Add to project button on the project to create a transactions directly within it. The program will properly allocate it from there.

Attributing an expense to a project can also be done outside of the Projects area though, such as through using the +New button. The important part here is choosing the project on the transaction. Here's how to do that.

1. Select +New.
2. Choose Expense.
3. Fill out the details as needed.
4. Ensure that you choose the project from the Customer/Project field.
5. Click Save and close.

Here's an example from a test account of the field I mean.

With doing that, you should see the expense in your project area. Don't worry, if you have an expense you've already created and now need to go back an edit, you can absolutely do that. This article can help: Enter, edit, or delete expenses in QuickBooks Online

Here are some other helpful articles about the Projects feature for you as well.

• Projects FAQ

• Track income, costs, and profitability by project

• Set up and create projects in QuickBooks Online

Feel free to give those steps a shot and to review your expenses to make sure they're correctly connected to your projects. Let me know how it goes! I'm here to help however I can.