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2 replies

April 12, 2021

I know a way on how to create a project, Projectmandalika.

 

QuickBooks Online is intended primarily for small businesses, including single-person businesses as well as multi-person organizations. Not to worry, you can set up and create projects in the program. This helps you track project income, expenses, and profitability. 

 

To start, let's turn on the Projects feature:

 

  1. Go to the Gear icon and then select Account and settings.
  2. Select the Advanced tab.
  3. Find the Projects section and select Edit to expand it.
  4. Turn on Organise all job-related activity in one place.
  5. Select Save and close your settings.

 

Once done, you can now create a project.

  1. Go to the Projects menu.
  2. Select Start a Project if this is the first time you are creating. Or select New Project if you've already created one.
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Click on Save.

For more details, please see this article: Set up and Create Projects in QuickBooks Online.

 

To learn more about this feature, I'd suggest checking out this article: Projects FAQ.

 

In case you'll need assistance in dealing with your project transactions, don't hesitate to get back on this thread. We're always here to help you.

Fiat Lux - ASIA
April 12, 2021

@Projectmandalika 

Make sure you are using QBO Plus to have the project feature. As another option, consider having a project management app to integrate with your QBO account.

https://quickbooks.grsm.io/Asia-Pacific