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May 24, 2024
Question

Can you help me to know how i can put respective activities to a particular project?

  • May 24, 2024
  • 1 reply
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I am an non profit organisation we have several activities

1 reply

May 24, 2024

I'd like to help you add activities to a specific project in QuickBooks Online, @-sematanzania-or.

 

First, can you specify the type of activity you want to add to your projects? If you're attempting to include a particular transaction, you can add the activity as a service item in the sales transaction.

 

Here's how:

 

  1. Sign in to your QuickBooks Online.
  2. Go to Projects and choose the project you want to add a transaction to.
  3. From the Add to Project dropdown, select the type of transaction.
  4. Input the details for the transaction as you normally would.
  5. From the Product/Service field, select the service item you created. If you haven't created the activity yet, click +Add new.
  6. Then hit Save and close.

 

If this is an expense activity for the project, you can add it as a Category/Account, or you can add it as a service item purchased from a vendor.

 

I'll show you how:

 

  1. Go to Projects and choose the project.
  2. From the Add to Project dropdown, select Expense.
  3. Input the details for the transaction as you normally would.
  4. Choose the Category from the dropdown. If you haven't added the activity yet, click +Add new.
  5. Then hit Save and close.

 

The process remains the same as adding it as a service item purchased from a vendor.

 

Moreover, if you're referring to adding time activity to your projects, utilize this article for details: Create and manage projects in QuickBooks Online and Accountant.

 

For future reference, you'll want to visit this link to learn how to personalize project templates: Create and use project templates in QuickBooks Online Accountant.

 

If you mean something else or have follow-up questions about adding activities to the project, leave them in the comments below. I'll be more than happy to help you.