Skip to main content
November 29, 2022
Question

Multiple customers for one project?

  • November 29, 2022
  • 1 reply
  • 0 views
Is it possible to have two customers for one project?

1 reply

November 29, 2022

Hi accountant48,

 

Thanks for posting in the Community! 

 

At the moment, you can only have one customer for each project. If you would like to track the income or expense for each customer on a certain project you can use the class tracking feature. 

 

To turn on class tracking:

 

  1. Go to Gear icon and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Check Track classes.
  4. Check Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  5. Under Assign classes, select One to entire transaction or One to each row in transaction.
  6. Select Save, then Done.

 

Once you enable this feature, you'll be able to add a customer on your class list and select them on each transaction you create. 

 

For more information, you can check on this article: Set up and create projects in QuickBooks Online.

 

Feel free to post again if you have any other questions. I'll be around to help.