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2 replies

April 12, 2021

I'm glad you check this with us, Projectmandalika.

 

To create a project, you'll have to turn this feature on from your Account and Settings.

 

Here's how:

 

  1. Select Settings, then select Account and settings.
  2. Go to 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.

 

Then you can create a Project by following the steps below:

 

  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. Select the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Click Save.

I'd be happy to share the following guides to become more familiar with managing projects in QuickBooks Online (QBO):

Be sure to get back to me if you have follow-up questions. I'm always happy to help. Have a good day!

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