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October 19, 2023
Question

The project icon doesnt work in my dashboard. any tips? i am new here, i need to start registering project but cant find the project icone. thanks for your assistance

  • October 19, 2023
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1 reply

October 19, 2023
October 19, 2023

I appreciate you using QuickBooks Online (QBO) as part of your business, @ahmed-kc-interla. Let me make it up to you by sharing some information about projects.

 

Please know that the projects feature is exclusive to QBO Plus and Accountant versions. If you're using the QBO Plus subscription, you must turn it on first. Here's how: 

 

  1. Go to Settings, then select Account and Settings.
  2. From the Advanced tab, find the Projects section and select Edit ✎ to expand it.
  3. Turn on Organise all job-related activity in one place.
  4. Select Save and then Done.

 

For QBO Advanced, you can visit this helpful article for detailed instructions:  Set up and create projects in QuickBooks Online and Accountant.

 

In addition, I've got this resource if you want to pull up data that can give a snapshot of your business: Customise Reports.

 

Ping me a reply if you have any further questions about managing your estimates. I'll always be ready to assist you. Stay healthy and hydrated.