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April 8, 2021
Question

Is there a way to add project on the expense form next to location? I want to map the location to a project for each expense

  • April 8, 2021
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1 reply

April 8, 2021

I'd be glad to assist you with adding the project to the expense transaction, userfpfk-.

 

Yes, you can add the project to the expense form. You'll just have to enable this feature so that you will see the new field appeared in the expense entry screen. I'll  guide you through the process.

 

To turn on projects feature:

 

  1. Select Settings ⚙ and 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 then Done.

Once done, create a project. Here are the steps:

 

  1. Click the Projects tab.
  2. Select Start a Project.
  3. Enter necessary required fields.
  4. Click Save.

Afterward, start adding expenses to your project. 

 

The steps are sure to help you add the project to your expense form.

 

Also, I added the Projects FAQ article to learn more about and what you can do with Projects in QBO.

 

I'm always here to help if you have any other questions navigating your account.